Privacy Policy

Last updated: February 2026

1. Introduction

dealmkr ("we," "our," or "us") is committed to protecting your privacy. This Privacy Policy explains how we collect, use, disclose, and safeguard your information when you use our AI-powered sales execution platform ("Services").

By using our Services, you agree to the practices described here.

2. Information We Collect

2.1 Personal Information

  • Name and email address
  • Organization and role information
  • Profile preferences and user settings

2.2 CRM and Sales Data (when connected)

We process only the data needed to deliver our Services, including:

  • Deal and opportunity data
  • Contact and stakeholder information
  • Stage and pipeline metadata
  • Notes, tasks, and CRM activities
  • Custom fields relevant to the deal

2.3 Communication, Meeting & Transcript Data

  • Meeting transcripts and summaries
  • Audio call recordings (if uploaded through integrated tools)
  • AI-generated notes, insights, and MEDDICC scoring
  • Email metadata and deal-related email content
  • Calendar meeting information

We do not access or store non–deal-related personal emails.

2.4 Usage Data

  • Log data (IP address, browser type, date/time)
  • Feature usage analytics and interactions within the platform
  • AI-generated content, prompts, and user feedback

2.5 Information From Third Parties

We may receive data from:

  • CRM systems (HubSpot, Salesforce)
  • Email and calendar providers (Google, Microsoft)
  • Authentication services
  • Call recording or transcription services

2.6 Sensitive Data

We do not knowingly collect or process special-category personal data (e.g., health, race, biometrics).

3. How We Use Your Information

We use your data to:

  • Provide and maintain our AI sales platform
  • Generate meeting summaries, deal insights, next-step guidance, and MEDDICC scoring
  • Draft follow-ups, emails, and proposals
  • Identify stakeholders and map internal relationships
  • Personalize meeting preparation and prioritization
  • Improve the accuracy and performance of our AI features
  • Ensure security, fraud prevention, and system integrity
  • Communicate account updates and product information

We do not use your CRM or communication data to train external AI models.

4. Legal Bases for Processing (GDPR)

We process personal data under the following lawful bases:

  • Performance of a Contract: To provide the dealmkr platform
  • Legitimate Interest: Product improvement, analytics, security
  • Consent: Optional integrations, marketing communications
  • Legal Obligation: Compliance with applicable law

5. Data Sharing and Disclosure

We do not sell your data.

We may share limited data with:

5.1 Service Providers

Cloud hosting, authentication, database services, analytics, and email delivery.

5.2 AI Partners

OpenAI and similar LLM providers under enterprise terms that prohibit training on customer data.

5.3 Integration Partners

Only when authorized by you: HubSpot, Salesforce, Google Workspace, Microsoft 365, transcription tools.

5.4 Legal Requirements

If required by law, subpoena, or governmental request.

6. International Data Transfers

If data is transferred outside your region (EU, UK, US), we rely on:

  • Standard Contractual Clauses (SCCs)
  • UK IDTA/Addendum
  • Adequacy decisions
  • Additional technical safeguards (encryption, access controls)

Where available, we offer regional data processing to avoid cross-border transfer.

7. Data Retention

We retain personal data only for as long as required to provide the Services or comply with legal obligations.

  • Active accounts: Data retained until deletion
  • Deleted accounts: Erased within 30 days
  • Transcripts & emails: Retained only for associated deal workflows
  • Backups: Purged automatically according to standard retention windows

You may request earlier deletion at any time.

8. Your Rights

Depending on your jurisdiction (e.g., GDPR, UK GDPR, CCPA), you may have rights to:

  • Access your personal data
  • Correct inaccurate data
  • Delete your data ("right to be forgotten")
  • Restrict or object to processing
  • Request data portability
  • Withdraw consent
  • Opt out of certain analytics
  • Lodge a complaint with a supervisory authority

How to exercise your rights: hello@getdealmkr.com

9. Cookies and Tracking

We use:

  • Essential cookies: For authentication and platform operation
  • Functional cookies: For preferences
  • Analytics cookies: To improve performance (non-identifying)

You can manage cookies via your browser or cookie banner.

10. Security

We implement industry-standard measures including:

  • AES-256 encryption at rest
  • TLS 1.3 for data in transit
  • Role-based access controls
  • Regular security audits and penetration testing
  • SOC 2 Type II compliance (in progress)
  • GDPR-compliant data handling

For more details, see our Security page.

11. Automated Decision-Making

Our AI features provide recommendations and insights but do not make decisions with legal or significant effects without human oversight. You can request human review of any AI-generated analysis.

12. Children's Privacy

dealmkr is intended for business users and is not directed at individuals under 18. We do not knowingly collect data from children.

13. Changes to This Policy

We may update this Privacy Policy periodically. Material changes will be notified via email or in-app notice. Continued use after updates constitutes acceptance.

14. Contact Us

If you have questions about this Privacy Policy or our data practices, contact us at hello@getdealmkr.com