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Agile CRM

Based exclusively on public evidence • 20 criteria (Privacy + AI)
Last review: 21 Feb 2026

D-
AITS IA

AI Trust Summary

AI Training
Not disclosed in documentation
Data Retention
Partially mentioned (no defined period)
Opt-out
Only generic controls (cookies, ads)
AIPrivacy
D-
BasePrivacy
C-
  • Regarding AI: it does not mention the use of data for model training, which raises uncertainties about data management.
  • Regarding Core Privacy: it clearly documents the identity of the data controller, facilitating communication with customers and promoting trust in interactions.

Attention Points in AI (2)

AI criteria that require attention. Buy the Premium Analysis to see all 2 criteria.

  • Agile CRM
  • Does not document the use of data for AI training, creating uncertainties about data management.
  • Does not mention ethical AI principles, which may lead to bias risks in interactions.
  • Request clarification on data usage and AI principles in the contract.

Use of data for AI training is not disclosed

There is no mention of the use of contact data for model training, creating uncertainties about data management.

Ethical AI principles and anti-bias measures not documented

There is no mention of responsible AI use principles, which may lead to risks of bias and discrimination in sales interactions.

Source: vendor public documents

Compliances in AI (3)

AI criteria the company meets. Buy the Premium Analysis to see all 3 criteria.

  • Agile CRM
  • Clearly identifies the data controller, Agile CRM Inc., and provides multiple contact methods.
  • Lists data processing purposes by category, promoting clarity.
  • These practices ensure greater transparency and security for due diligence.

AI data retention policy clearly documented

The policy mentions retention of interaction data while the account is active, promoting security and compliance.

AI training opt-out control available

The policy mentions opt-out controls, allowing customers to manage how their contact data is used.

Use of artificial intelligence clearly disclosed in policies

The document explicitly mentions the use of automation in marketing and services, promoting transparency about functionalities.

Source: vendor public documents

Highlights in Privacy (3)

Most relevant criteria for this category. Buy the Premium Analysis to see all 3 criteria.

Sensitive data processing without additional documented safeguards

The policy does not mention sensitive data, which may lead to risks of improper handling of critical information.

Data controller identity and contact clearly disclosed

The policy clearly identifies Agile CRM Inc. and provides multiple contact methods, ensuring transparency for customers.

Processing purposes clearly listed by data category

The policy connects contact and sales interaction data categories with their specific purposes, promoting clarity and trust.

Source: vendor public documents

Critical Alerts

  • Princípios de IA ética e medidas anti-viés não documentados: Cria riscos de impactos negativos nas decisões automatizadas que afetam clientes..
  • Acordo de Processamento de Dados (DPA) não disponível para clientes: Cria riscos de não conformidade com regulamentações de proteção de dados.

Conformance analysis (20)

Premium Feature
AITS Criterion 10
Compliant

Identity and contact of the data controller clearly informed

Reference: ISO/IEC 27701 (7.3)

AITS Criterion 12
Compliant

Purposes of processing clearly listed by data category

Reference: ISO/IEC 27701 (7.3)

AITS Criterion 14
Compliant

Recipients of personal data clearly identified in the policy

Reference: ISO/IEC 27701 (7.3)

Source: vendor public documents

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Agile CRM: Understanding Privacy and Security Strengths and Weaknesses

Transparency in Data Controller Identity

Agile CRM excels in providing clear information about the identity and contact details of its data controller. This transparency is crucial for users, as it fosters trust and facilitates communication regarding data privacy issues. With a score of undefined out of 3 in this area, users can feel confident knowing who is responsible for their data. This clarity allows users to easily reach out with any concerns or inquiries, ensuring that their rights under regulations like GDPR and LGPD are respected. Users should take advantage of this feature by familiarizing themselves with the contact information provided and keeping it handy for any future communications.

Clear Purpose of Data Processing

Another strength of Agile CRM is its clear listing of data processing purposes categorized by data type. This aspect is vital for compliance with privacy regulations, as it informs users about how their data will be used. With an undefined score out of 3, this feature allows users to make informed decisions about their data sharing. Users should review these purposes carefully to ensure they align with their expectations and privacy preferences. If any purposes seem unclear or concerning, users should consider reaching out to the data controller for clarification.

Lack of Clarity on AI Data Usage

Despite its strengths, Agile CRM has notable weaknesses, particularly regarding its use of data for AI training. The absence of a declaration about whether user data is utilized for training AI models raises concerns. With a score of undefined out of 3 in this area, users should be cautious. This lack of transparency can lead to uncertainty about how their data may be used beyond the immediate functionalities of the CRM. Users should consider disabling any features that may leverage AI until they receive clear information on data usage policies.

Ethical AI Principles Not Documented

Agile CRM also falls short in documenting its ethical AI principles and anti-bias measures. With a score of undefined out of 3, this gap can be concerning for users who prioritize ethical data practices. The absence of these documents means users cannot be assured that their data is handled in a fair and unbiased manner. To mitigate this risk, users should actively seek out information on Agile CRM's approach to ethical AI and consider alternative CRM solutions that provide clearer guidelines and commitments in this area.

Absence of Data Processing Agreement (DPA)

Another significant weakness is the lack of a Data Processing Agreement (DPA) for clients. This absence, reflected in a score of undefined out of 3, means users may not have formal assurances regarding how their data is processed and protected. A DPA is a critical document that outlines the responsibilities of both the data controller and the data processor. Users should request a DPA from Agile CRM directly and consider this a prerequisite before fully committing to the platform. If a DPA cannot be provided, users should weigh the potential risks against the benefits of using Agile CRM.

Practical Steps for Enhanced Privacy Management

To enhance privacy management while using Agile CRM, users should regularly review their settings and data sharing preferences. Enabling two-factor authentication can add an extra layer of security, while regularly updating passwords can help protect accounts from unauthorized access. Users should also familiarize themselves with the privacy settings within Agile CRM, ensuring they only share necessary data. Additionally, considering alternative CRM solutions that offer stronger privacy protections and clearer documentation may be worthwhile for those with heightened privacy concerns. By taking these proactive measures, users can better safeguard their data while leveraging the functionalities of Agile CRM.

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Source: vendor public documents

Analyzed Sources

Public documents used in the audit of Agile CRM:

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Scope & Limitations

TrustThis/AITS assessments are based exclusively on publicly available information, duly cited with date and URL, following the AITS methodology (privacy & AI transparency).

The content is indicative in nature, intended for screening and comparison, not replacing internal audits.

TrustThis/AITS does not perform invasive tests, does not access vendor technology environments and does not process customer personal data. Conclusions reflect only the vendor's public communication at the date of collection.

Source: vendor public documents