Frequently asked questions.
General & Product
Is Glass CRM a replacement for our current CRM?+
Absolutely not. We know how much time and money you poured into setting up your CRM. Glass CRM sits on top of it and ensures your reps can get high-quality data in without losing hours of their day to typing.
How does Playbook work? Do you support standard sales frameworks?+
Playbook lets you configure your sales methodology — MEDDIC, SPICED, or fully custom — as a structured set of rules that shapes how your team qualifies deals and updates your CRM. Instead of forcing you into a rigid, copyrighted framework, it extracts the elements that fit your product, your buyers, and your deal sizes.
The User Workflow
Does the AI automatically change things in our CRM without my permission?+
No. We don't believe in letting AI run completely wild in your pipeline. When a rep dumps their raw notes or audio into Glass CRM, the AI structures and classifies the data on a private dashboard first. The rep can review it, tweak it, and click "Save." Only then does it push cleanly into your CRM. You remain in total control.
Data, GDPR & Security
Where is our data stored, and is it compliant?+
Glass CRM was born and bred in the European Union. All of our infrastructure is hosted on secure European servers. We adhere strictly to the highest global compliance standards, including EU GDPR regulations and the EU AI Act. Your corporate data stays exactly where it belongs: secure and protected.
Does the AI use our sensitive sales data or customer conversations to train its public models?+
Never. This is a hard line for us. Your data, your custom methodologies, and your client conversations are strictly yours. We use enterprise-grade privacy boundaries, meaning your data is completely siloed and is never used to train public AI models.
What happens to my Field Notes after they are processed?+
We treat your data with extreme care. While we are still finalizing the exact technical retention window (because we're perfectionists like that), our philosophy is simple: we only keep what is absolutely necessary to make the app work for you. We don't hoard your files.