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Sales Intelligence · Sales Data Security

Aegis : Sales Data Security

Aegis guards sales data, CRM access logs, data export controls, prospect data retention, GDPR compliance. Sales teams move fast; Aegis keeps them legal.

Aegis
Why Aegis

The benefit of running Aegis

Three outcomes you get the week Aegis turns on. Not features, not roadmap items: actual results your team will feel.

CRM compliance that doesn't drag sales down

Guardrails enforce GDPR/CCPA without slowing deals.

Data export controls

Bulk exports flagged. No silent data siphoning.

Retention handled automatically

Dropped-deal data purged on schedule. No forever-storage.

What Aegis Does

4 jobs, one agent

Every capability below is in production today. No roadmap items, no coming-soons.

01

CRM access audit

Who accessed which records, when, and from where.

02

Export controls

Bulk export attempts flagged. No silent data siphoning.

03

Retention policy enforcement

Dropped-deal data purged on schedule. Prospect data not held forever.

04

GDPR / CCPA compliance

Right-to-be-forgotten requests handled within SLA.

Data pipes

What Aegis plugs into

Aegis does not replace what you already use. It routes through the tools your business lives in.

GHL audit logsAccess tracking
VaultInfrastructure security partner
ClaudeCompliance synthesis
Live Sample

A real Aegis run, end to end

What you actually see when Aegis runs. Example output below; all data fabricated for illustration, no real clients shown.

aegis@systemshift-hq ~ aegis audit --crm ghl --period 30d
$ aegis audit --crm ghl --period 30d
[00:00] GHL audit logs: 14,200 access events pulled
[01:20] Access controls: 0 anomalies (normal team patterns)
1 bulk export attempt (12,400 contacts) · flagged for review
[02:48] Retention sweep: 340 dropped-deal records purged on schedule
[03:12] GDPR requests: 2 right-to-be-forgotten completed (24h SLA)
- Compliance summary mailed · 1 item awaits Rock review
$
The bench

Aegis runs with 4 teammates

No agent works alone. Aegis feeds into, and pulls from, these agents in every workflow.

FAQ

Quick answers

Does Aegis block access?

Reports + escalates, blocking is enforced via GHL role permissions.

Is it GDPR-certified?

Aegis enforces the controls. Certification is still the business's responsibility.

Overlap with Vault?

Vault guards infrastructure (keys, deploys, MCP). Aegis guards sales-specific data flows.

Put Aegis to work today

Deploy free from the Starter Kit in under 30 minutes. Prefer a full setup done for you? Book a strategy call and we'll map Aegis to your biggest bottleneck.

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