What we collect

• Account information: email address and hashed password (we never store your password in plain text).
• Call transcripts and AI-generated notes you create within CloseNote.
• Salesforce OAuth tokens to enable pushing notes to your CRM (stored encrypted).
• Basic usage data: when you log in, how many calls you record.

What we do NOT collect

• We do not retain your audio recordings. Audio is deleted immediately after transcription — it is never stored on our servers.
• We do not sell your data to third parties.
• We do not use your call content to train AI models.
• We do not access your Salesforce data beyond what is needed to push notes you explicitly request.

How we store your data

• All data is stored on servers in the United States.
• Transcripts and notes are encrypted at rest using AES-128 encryption.
• Passwords are hashed using bcrypt and are never recoverable.
• Salesforce tokens are encrypted before storage.

Your rights

• You may delete your account and all associated data at any time from Settings.
• You may export your notes at any time.
• You may disconnect Salesforce at any time from Settings.

Recording laws

• You are solely responsible for complying with applicable call recording laws in your jurisdiction.
• Many states and countries require all parties to consent before recording a call.
• CloseNote requires you to confirm consent before each recording session.
• We are not liable for any legal issues arising from your use of call recording features.

Contact

• Questions about this policy? Email us at [email protected]

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