Your Sales Data is Your Competitive Advantage

We use your CRM data for ONE purpose: Making Sage the world's best sales coach FOR YOU. We never sell it. We never share it. We never use it to train models for others.

How Sage Becomes YOUR Sales Genius

What We DO

  • Analyze YOUR deals to find winning patterns
  • Learn YOUR selling style to give personalized advice
  • Track YOUR progress to celebrate wins and fix gaps
  • Identify YOUR unique patterns for breakthrough insights

What We NEVER Do

  • Share your data with other users or companies
  • Sell your information to third parties
  • Train competitor's AI with your strategies
  • Show your weaknesses to anyone but you

Our Privacy Promise

Your sales data is sacred to us. It's the fuel that makes Sage an incredible coach FOR YOU. That's why we protect it fiercely. Every insight, every pattern, every recommendation - it's all exclusively yours. Your competitors will never see it. Third parties will never buy it. It exists for one purpose only: to make you unstoppable at sales.

Think of it this way: Your data is like having a private sales mentor who knows everything about your deals but would never gossip about them. That's Sage.

Don't Have a CRM or Can't Connect?

Don't have a CRM? Use our built-in Lite CRM. Can't connect your company's CRM? Export your deals and import them to Lite CRM for full coaching.

  • Manage your real deals directly in Opsight
  • Import deals from CSV or enter them manually
  • Get full Sage coaching on YOUR actual pipeline
  • Perfect for solopreneurs or when IT won't approve integrations
Try Lite CRM First

What We Collect

Information You Provide

  • • Name and email when you sign up
  • • Company and role for personalization
  • • Sales metrics and pipeline data you choose to share
  • • Feedback and conversations with Sage AI

Cookies We Use

We use essential cookies for authentication and to personalize Sage's coaching. This is core functionality required for the service to work. We don't use third-party analytics or marketing cookies.

  • • Authentication cookies to keep you logged in
  • • Session cookies to remember your preferences
  • • Personalization cookies for Sage's coaching context

We DON'T collect: Passwords (handled by Supabase), credit card details (handled by Stripe), or any data you don't explicitly share.

Team Data Sharing

For Individual Users

✅ What We Do:

  • • Analyze your data to personalize coaching
  • • Aggregate anonymous metrics for benchmarks (no PII)
  • • Keep your data completely isolated

❌ What We Never Do:

  • • Share your individual performance with other users
  • • Let anyone see your specific deals
  • • Expose your weaknesses to competitors

For Team Accounts

✅ What Managers Can See:

  • • Team dashboards with deal metrics
  • • Deal parameters (size, stage, probability)
  • • Performance trends and pipeline health
  • • Coaching recommendations for helping each rep

❌ What Stays Private:

  • • Your private conversations with Sage
  • • Your personal feelings about deals
  • • Your individual coaching sessions
  • • Managers cannot read your Sage chat history

Key Point: Team managers can see deal data (what's in your pipeline) but not coaching conversations (what you discuss with Sage). Your vulnerabilities stay between you and Sage.

How Sage AI Works

Sage AI is your personal sales coach. Here's how we keep it personal:

Your AI is Yours

Sage learns from YOUR data to give YOU personalized coaching. Your patterns aren't used to train anyone else's AI.

Isolated Learning

Each user's AI model is isolated. Your competitor using Opsight? They'll never benefit from your data.

You Control the Learning

Turn off AI learning anytime. Delete specific conversations. You decide what Sage remembers.

Your Rights

You have complete control over your data. Here's what you can do:

Export Everything

Download all your data in a readable format anytime.

Delete Account

Remove all your data with 30-day recovery option.

Control Communications

Choose exactly what emails you want to receive.

Access Your Data

See everything we have about you, clearly organized.

GDPR, CCPA & More: We comply with all major privacy regulations. You have the right to access, correct, delete, and port your data. Email privacy@opsight.com for any requests.

Security Measures

  • 🔒All data encrypted in transit and at rest (AES-256)
  • 🔒Secure authentication via Supabase (OAuth 2.0)
  • 🔒Regular security audits and penetration testing
  • 🔒SOC 2 Type II compliance (in progress)
  • 🔒Data centers in US/EU with appropriate safeguards

Frequently Asked Questions

Can other users see my sales data?

Absolutely not. Your data is completely isolated in its own secure environment. Even users in your own company can't see your personal dashboard unless you explicitly share something. Your deals, metrics, and Sage conversations are 100% private to you.

Do you sell my data?

Never. We make money from subscriptions, not from selling data. Your sales intelligence stays yours. We'd rather shut down than betray that trust. Our business model depends on you succeeding, not on exploiting your information.

What if I connect my CRM?

We use read-only access exclusively for coaching you. We analyze your pipeline to find patterns, identify at-risk deals, and suggest next actions. We never write back to your CRM, never share the data, and you can disconnect anytime. Think of it as giving Sage permission to be your personal analyst.

What if I don't want to connect my CRM?

No problem! Use our Lite CRM to manage your deals directly in Opsight. You can manually enter your real deals or import them from a CSV export. You'll get Sage's full coaching on your actual pipeline without any external integration. This is perfect if you don't have a CRM, your company won't approve the integration, or you simply prefer to keep your deals in one dedicated coaching platform.

How does my data make Sage better for ME?

The more Sage understands your specific selling style and deal patterns, the more personalized the coaching becomes. It learns that you close better with certain industries, struggle with specific objections, or excel at certain deal sizes. This knowledge stays exclusively with your account - making Sage YOUR expert sales coach, not anyone else's.

Can I delete everything and start over?

Yes! You can reset your data anytime from settings. You can also export everything first if you want a backup. We even have a 30-day recovery period if you change your mind after deletion. You're always in control.

Questions or Concerns?

We're here to help and always looking to improve our privacy practices.

📧 Email: privacy@opsight.com

💬 Chat: Available in-app for users

📮 Mail: Opsight HQ, Privacy Team, San Francisco, CA

Last updated: October 1, 2025

We'll notify you of any significant changes to this policy.

    Opsight HQ - AI-Powered Sales Intelligence