Enterprise-Grade Security
Your sales data is the lifeblood of your business. We protect it like our own.
Security Features
Built Secure from Day One
Every layer of Salesmax.ai is designed with security in mind
Encryption in Transit and at Rest
Traffic is protected in transit, and stored customer data is encrypted at rest. Your conversations and deal data are protected by layered platform safeguards.
Role-Based Access Control
Granular permissions let you control exactly who sees what. Managers, reps, and admins each get appropriate access levels.
Passwordless OTP Login
No passwords to steal, phish, or reuse. Every login is verified with a one-time passcode, so account access stays tied to the phone in your rep's hand.
Audit Logs
Complete audit trail of every action in your account. Know who accessed what data and when, for full accountability.
Continuous Backups
Your data is backed up continuously and replicated across multiple availability zones, so a single failure never costs you your pipeline.
Point-in-Time Recovery
Roll your workspace back to any moment before an accidental — or malicious — change or deletion. Your data is recoverable, not just backed up.
Data Residency
Your Data Stays in India
Salesmax.ai is operated for Indian businesses and is designed to use India-region infrastructure for core customer data. Some trusted service providers may process limited data as described in our Privacy Policy.
Access Control
Prevent lead leakage at your end
Granular, role-based controls let owners decide exactly who can see, export, and act on your leads and contacts — so your most valuable data stays inside your business.
Locked-down exports
Only owners and admins can export contacts and business data. Reps can't download your database.
Masked numbers in exports
Even permitted exports can hide phone numbers — so a leaked spreadsheet doesn't hand over your leads.
Call without seeing the number
Reps dial through cloud telephony with the number masked. They can work the lead without ever owning the contact.
See only what you own
Reps can't view leads, contacts, or activities that aren't assigned to them — no browsing the whole database.
Hidden lead sources
Where your leads come from stays with you. Reps never see the source, so your channels can't be poached.
No bulk grabs
Members can't select-all or run bulk actions across your lead base, and deleting or reassigning leads is admin-only.
Questions about security?
Our team is happy to discuss your security requirements and share our detailed security documentation.