Vendors & Subprocessors

1. Purpose

This document lists all third-party vendors and subprocessors that Sales Advisor engages in the operation of its platform. In accordance with our Privacy Policy, we will notify customers of any new subprocessors at least 30 days before engagement, providing an opportunity to object.

2. Infrastructure Vendors

These vendors provide core infrastructure services:

• Neon (San Francisco, USA) — Serverless PostgreSQL database hosting. Handles all persistent data storage. Provides encryption at rest, point-in-time recovery, and automatic scaling. SOC 2 Type II compliant.
• Replit (San Francisco, USA) — Application hosting platform. Provides compute, TLS certificate management, health checks, deployment infrastructure, and secret management. SOC 2 Type II compliant.
• Stripe (San Francisco, USA) — Payment processing and subscription management. Handles all payment instrument data (credit cards, bank accounts). No payment data is stored on Sales Advisor servers. PCI-DSS Level 1, SOC 2 Type II compliant.

3. AI & Processing Vendors

• OpenAI (San Francisco, USA) — AI chat, content generation, sentiment analysis, voice calling (Realtime API), and AI receptionist features. Accessed using customer-provided API keys under the BYOC model. SOC 2 Type II compliant.
• Anthropic (San Francisco, USA) — AI model provider for chat and content generation. Accessed using customer-provided API keys under the BYOC model. SOC 2 Type II compliant.
• Google AI (Mountain View, USA) — AI model provider for chat and content generation. Accessed using customer-provided API keys under the BYOC model.
• xAI (San Francisco, USA) — AI model provider for chat and content generation. Accessed using customer-provided API keys under the BYOC model.
• Pinecone (San Francisco, USA) — Vector database for AI agent shared memory and context retrieval. Stores embedding vectors for agent knowledge sharing. SOC 2 Type II compliant.

4. Customer-Connected Services (BYOC)

These services are connected by customers using their own credentials. Sales Advisor accesses these services on the customer's behalf using encrypted customer-provided API keys or OAuth tokens:

• Google / Gmail (Mountain View, USA) — Email sending, inbox syncing, calendar integration
• Microsoft / Outlook / Teams (Redmond, USA) — Email, calendar, video conferencing
• Twilio (San Francisco, USA) — Voice calling, SMS messaging, media streams
• Zoom (San Jose, USA) — Meeting scheduling and video conferencing
• Salesforce (San Francisco, USA) — Bi-directional lead and deal synchronization
• HubSpot (Cambridge, USA) — Bi-directional lead and deal synchronization
• Zoho (Chennai, India / Austin, USA) — CRM data synchronization
• Pipedrive (Tallinn, Estonia) — CRM data synchronization
• Apollo.io (San Francisco, USA) — Lead enrichment and person search
• Google Maps Places API (Mountain View, USA) — Business discovery and address enrichment
• Gong (San Francisco, USA) — Call transcription and coaching insights
• Chorus.ai (San Francisco, USA) — Call transcription and conversation intelligence
• LinkedIn Sales Navigator (Sunnyvale, USA) — Lead enrichment and prospect research
• DocuSign (San Francisco, USA) — Document tracking and e-signature
• PandaDoc (San Francisco, USA) — Document tracking and e-signature
• Jobber (Edmonton, Canada) — Operational workflow integration
• QuickBooks Online / Intuit (Mountain View, USA) — Financial data integration
• Antera (USA) — Business management integration
• SalesRabbit (Provo, USA) — Field sales management
• WhatsApp / Meta (Menlo Park, USA) — Messaging via wa.me links
• Calendly (Atlanta, USA) — Demo booking and meeting scheduling
• Monday.com (Tel Aviv, Israel / New York, USA) — CRM and project management synchronization
• Slack (San Francisco, USA) — Team notifications and sales activity alerts
• Discord (San Francisco, USA) — Team notifications and communication
• Webex (San Jose, USA) — Virtual meeting hosting and video conferencing
• Google Calendar (Mountain View, USA) — Meeting scheduling and calendar sync
• Chili Piper (New York, USA) — Automated meeting scheduling and lead routing
• Outreach (Seattle, USA) — Sales engagement sequences and analytics
• ZoomInfo (Vancouver, WA, USA) — B2B contact and company data enrichment
• Clearbit (San Francisco, USA) — Lead data enrichment and firmographics
• Tableau (Seattle, USA) — Sales data visualization and analytics
• Power BI / Microsoft (Redmond, USA) — Interactive dashboards and reporting
• Recall.ai (San Francisco, USA) — AI meeting bots for call coaching
• Typeform (Barcelona, Spain) — Lead capture through interactive forms
• JotForm (San Francisco, USA) — Lead information collection via custom forms
• Okta (San Francisco, USA) — Enterprise SSO and identity management
• Microsoft Entra ID (Redmond, USA) — Azure AD SSO for enterprise environments
• Google Workspace SSO (Mountain View, USA) — Single sign-on for enterprise teams
• OneLogin (San Francisco, USA) — Unified access management and SSO

5. Data Processing Locations

The Sales Advisor platform is operated from Canada. Most infrastructure vendors and subprocessors are located in the United States. For details on international data transfer safeguards, refer to our Privacy Policy, Section 10 (International Data Transfers).

6. Changes to This List

This vendor and subprocessor list is updated whenever new vendors are engaged or existing vendor relationships change. Customers will be notified at least 30 days before engagement of any new subprocessor that processes customer personal data. For questions, contact info@salesadvisor.ca.