Opsight HQ

Your Sales Data is Your Competitive Advantage

We use your CRM data for ONE purpose: Making NOVA 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 NOVA 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 NOVA 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 NOVA.

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 NOVA coaching on YOUR actual pipeline
  • Perfect for solopreneurs or when IT won't approve integrations
Try Lite CRM First

For IT Teams: Exactly What We Access

When you connect your CRM, we access a short list of deal fields plus the notes your reps write — and nothing else. Your CRM remains the source of truth. Here's the complete list:

Fields We Access

  • 1.Deal Title - Name of the opportunity
  • 2.Deal Value - Dollar amount
  • 3.Deal Stage - Current pipeline stage
  • 4.Expected Close Date - Target close date
  • 5.Company Name - Organization name
  • 6.Next Step - The deal's next action
  • 7.Deal Notes / Description - What reps write about the deal (this is what NOVA coaches on)

What We NEVER Access

  • Email content or threads
  • Call recordings or transcripts
  • Contracts, proposals, or documents
  • Pricing details or negotiations
  • Customer lists or contact details
  • Company financials or forecasts

Why so minimal? We're a coaching and methodology tool, not a deal intelligence platform. We help with the HOW—your sales process, skills, and methodology execution. Your sensitive deal data stays in your CRM where it belongs.

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 NOVA AI

Platform Usage Patterns

To personalize your coaching experience, we track:

  • • Feature engagement and task completion timing
  • • Training module progress and learning patterns
  • • Daily action completion to identify coaching opportunities

This helps NOVA understand where you need support and celebrate your wins.

Cookies We Use

We use essential cookies for authentication and to personalize NOVA'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 NOVA'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
  • • DISC personality profiles (for coaching alignment)
  • • Behavioral insights derived from platform usage
  • • Coaching recommendations for helping each rep

❌ What Stays Private:

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

Our promise to reps: Your coaching conversations with NOVA are never shared with your manager — not now, not ever. Managers only ever see your NOVA-6 dimension progress and your DISC profile, so they can align their coaching to how you work best instead of coaching everyone the same way. The obstacles you talk through with NOVA stay between you and NOVA, so you can be honest without it ever counting against you.

How NOVA AI Works

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

AI Providers: Anthropic (Claude) & OpenAI

NOVA's coaching is powered by the Anthropic (Claude) and OpenAI APIs. Per both providers' API terms, your data is NOT used to train AI models, and API inputs are retained only briefly for service quality (typically up to 30 days), then deleted. We send only the deal context needed to coach you — never your whole CRM. See our Security & Trust page for the full sub-processor list.

Nightly Coaching Generation

Your data is analyzed each night to generate personalized coaching for the following day. This includes calculating deal health scores, identifying coaching opportunities, and preparing your daily priorities. All processing happens within our secure infrastructure.

Your AI is Yours

NOVA 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 NOVA 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, PIPEDA & Quebec Law 25: We comply with all major privacy regulations. You have the right to access, correct, delete, and port your data. Canadians can escalate an unresolved concern to the Office of the Privacy Commissioner of Canada, or Quebec residents to the Commission d'accès à l'information. Email privacy@opsighthq.com for any request — see our Security & Trust page for the full Canada breakdown.

How long we keep your data — and how to delete it. We keep your data for as long as your Opsight HQ account is active, because NOVA's coaching gets sharper the more of your history it can learn from. To erase your data, delete your Opsight HQ account — disconnecting a CRM or simply not entering new data does not remove data already stored. When you delete your account, we permanently remove your data within 30 days (a 30-day recovery window applies first). We retain billing records where the law requires us to.

Consent & withdrawal. You provide your data by choosing to enter or connect it. You can withdraw at any time — stop using Opsight, disconnect your CRM, or delete your account. You can review and correct your profile information anytime in your account settings.

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 stored and processed in the United States

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 NOVA 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 access a short list of deal fields — title, value, stage, close date, company, next step — plus the notes your reps write (that's what NOVA coaches on). We never access your emails, calls, contracts, forecasts, or sensitive documents. We write the coaching notes reps enter back to the deal so managers stay in the loop. You can disconnect anytime. See our Security & Trust page for the complete breakdown.

Will my IT team approve this integration?

We've designed our integration with IT approval in mind. We access only a short list of deal fields plus notes—no emails, calls, documents, or forecasts. We connect over OAuth (never your password), and your admin controls exactly what we can see and can revoke it anytime. Your data is encrypted at rest and in transit (AES-256), on SOC 2 Type II–certified infrastructure (Supabase, Vercel, Stripe). The AI providers we use (Anthropic and OpenAI) do NOT train on data sent through their APIs. We're not SOC 2 certified ourselves yet—we're early-stage and building toward it, and we tell you that plainly. Full detail, our sub-processor list, and a DPA on request: see our Security & Trust page or email support@opsighthq.com.

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 NOVA'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 NOVA better for ME?

The more NOVA 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 NOVA 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@opsighthq.com

💬 Chat: Available in-app for users

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

Last updated: July 10, 2026

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

    Opsight HQ - Your AI-Powered VP of Sales