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

E+
AITS IA

AI Trust Summary

AI Training
Possibly (generic mention of service improvement)
Data Retention
Not specified in documentation
Opt-out
Not available
AIPrivacy
E+
BasePrivacy
D+
  • In AI: it does not document how long it retains AI prompts and responses, which can impact user transparency and control.
  • In Core Privacy: it does not mention the data retention period, which can lead to inadequate storage and use practices for customer information.

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Attention Points in AI (3)

AI criteria that require attention. Buy the Premium Analysis to see all 3 criteria.

  • Close
  • does not inform the data retention period, which can compromise information management.
  • does not offer an opt-out option for data use in AI training, limiting user control.
  • it is necessary to require contractual clauses that address these critical points.

AI data retention (prompts and responses) is not disclosed

The policy does not state how long sales contact and interaction data is retained, impacting transparency for customers.

AI training opt-out option not available

There is no clear information on how customers can opt out of having their contact data used for AI training, limiting user control.

Ethical AI principles and anti-bias measures not documented

The lack of commitment to ethical AI use can result in discrimination and social harm, affecting Close's reputation.

Source: vendor public documents

Compliances in AI (3)

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

  • Close
  • provides a specific contact channel for privacy concerns, facilitating communication.
  • clearly documents the roles of data controller and processor, promoting transparency.
  • these practices are beneficial for due diligence and strengthen customer trust.

Policy on data use for AI training clearly stated

The company mentions the use of contact data for product development, but does not detail how this is done, which can generate uncertainties.

Use of artificial intelligence clearly disclosed in policies

The policy mentions the use of automation in communication, but does not detail the specific use of AI, which can raise questions.

AI features clearly identified with their purposes

The policy lists 'Communication Automation' as a functionality, but does not detail its specific purposes, which can generate uncertainties.

Source: vendor public documents

Highlights in Privacy (3)

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

Data retention period not stated in the policy

The absence of information about the retention period for contact and sales interaction data can lead to inadequate storage practices.

Privacy contact channel available

Close provides a specific contact channel for privacy concerns, facilitating communication with customers.

Information about international data transfers is missing

The lack of information on international transfers of contact data can generate insecurity and legal risks for Close.

Source: vendor public documents

Critical Alerts

  • Opção de opt-out de treinamento de IA não disponível: A ausência de uma opção de opt-out pode afetar a confiança dos clientes na gestão de seus dados..
  • Período de retenção de dados não informado na política: É fundamental que o CRM tenha clareza sobre a retenção de dados para evitar riscos legais.

Conformance analysis (20)

Premium Feature
AITS Criterion 1
Non-compliant

Retention of AI prompts and responses without a defined period

Reference: ISO/IEC 42001 (8.2) + ISO/IEC 27701 (7.4.6)

AITS Criterion 3
Non-compliant

AI training opt-out option not available

Reference: ISO/IEC 42001 (8.3) + ISO/IEC 29100 + EU AI Act

AITS Criterion 5
Non-compliant

Ethical AI principles and anti-bias measures not documented

Reference: ISO/IEC 42001 (6.1) + ISO/IEC TR 24028 + EU AI Act (Art. 9)

Source: vendor public documents

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Close CRM: Understanding Privacy and AI Governance for Informed Users

Privacy Strength: Accessible Contact Channel for Privacy Issues

Close stands out with its dedicated contact channel for privacy-related inquiries. This feature allows users to easily reach out for assistance regarding their data privacy concerns, fostering a sense of trust and transparency. Users can feel more secure knowing that they have a direct line to address any issues or questions about how their data is being handled. This proactive approach is essential, especially in light of regulations like the GDPR and LGPD, which emphasize user rights and the importance of clear communication from data controllers.

Privacy Strength: Clearly Defined Roles of Data Controller and Processor

Another strength of Close is its clear delineation of roles between data controllers and processors. This clarity is crucial for users, as it helps them understand who is responsible for their data at any given time. Knowing that these roles are well-defined can provide users with confidence that their data is being managed appropriately. This is particularly important for compliance with standards such as ISO 27701, which require organizations to establish clear data governance frameworks.

Privacy Weakness: Undefined Retention Period for AI Prompts and Responses

Despite its strengths, Close has notable weaknesses, particularly concerning its AI governance. The lack of a defined retention period for AI prompts and responses poses a significant risk. Without transparency on how long these data points are stored, users may unknowingly expose themselves to potential data misuse. This ambiguity can lead to non-compliance with privacy regulations, which require organizations to inform users about data retention practices.

Privacy Weakness: No Opt-Out Option for AI Training

Another concerning aspect is the absence of an opt-out option for AI training. Users who prefer not to have their data utilized for training AI models may feel uncomfortable with this lack of choice. This could lead to a breach of user trust, especially for those who are conscious of their data privacy rights under regulations like the GDPR. Users should be aware of this limitation and consider whether they are comfortable with their data being used in this manner.

Practical Guidance: Check Your Privacy Settings

To mitigate some of the risks associated with Close, users should actively check their privacy settings. Ensure that you are aware of what data is being collected and how it is being used. While Close provides a contact channel for privacy inquiries, users should take the initiative to reach out and clarify any uncertainties regarding data retention and usage policies. Additionally, consider implementing internal policies that align with GDPR and LGPD requirements to safeguard your data practices.

Practical Guidance: Explore Alternatives for Enhanced Privacy

Given the weaknesses identified, users may want to explore alternative CRM solutions that offer more robust privacy features. Look for platforms that provide clear data retention policies and options to opt-out of AI training. Conducting a thorough audit of potential alternatives can help ensure that your organization remains compliant with privacy regulations and maintains user trust. Always prioritize solutions that align with your privacy standards and offer transparency in data handling practices.

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Source: vendor public documents

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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