SOC 2 Type II
Siro meets SOC 2 requirements for the secure, compliant management of data across all our systems.
Your conversation data. Secure and connected.
Siro turns every in-person conversation into structured data your CRM, warehouse and marketing tools can use.
- You own your data, and it never trains AI models
- Syncs both ways with your CRM
- Open API, webhooks and scheduled data pulls
- Custom workflows built by our solutions engineering team
The questions your team asks, answered
Is it safe to approve?
You own your data, it never trains AI, and Siro meets HIPAA requirements and is SOC 2 Type II compliant.
Security & Data
Will it fit our CRM?
Yes. Native integrations fill your CRM fields after every conversation.
Integrations
Can we get the data out?
Yes. A REST API and webhooks send every conversation's data to your own systems.
API & Webhooks
Will this create more work for my team?
No. Our solutions engineers handle the setup and build the workflows with you.
Solutions Engineering
Your data stays yours.
HIPAA
Siro meets HIPAA requirements and signs BAAs, so your team can record and share sensitive conversations.
GDPR Compliant
Siro meets GDPR requirements, so you can record and coach customer conversations in the EU.
Own your recordings
Your recordings, transcripts and scores belong to you. They're stored in the US, kept separate from every other customer, and never used to train AI models.
Control how long they're stored
Delete recordings quickly or keep them for years, on a schedule you set, and export them whenever you want. Need recordings deleted right after processing? We'll build that for your team.
Redact sensitive information
You control what information is automatically redacted, from credit card and Social Security numbers to names and addresses.
Works with the CRM your team already uses.
Native integrations sync both ways, so your CRM stays current without anyone typing a note.
Pushes to your CRM
CRM Autofill adds a summary, an activity on the record, and the custom fields you choose, like initial quote or price-objection reason.
Pulls from your CRM
Appointments sync to the Siro app, so every recording lands on the right customer.
Your fields, your rules
Your admin chooses the mappings and tests in a sandbox before go-live.
Build your own workflows on Siro's data.
Siro is built headless: the data behind the app is available through a documented REST API.
REST API
Pull summaries, transcripts, audio files, scores and extracted fields. Push appointments and customer records in.
Webhooks
Get notified the moment a recording is ready, so your systems act right away.
Warehouse pulls
Load conversation data, transcripts and audio into Snowflake, BigQuery, Databricks or Azure on your schedule.
Build new workflows with our team.
Our solutions engineering team scopes it with your IT and CRM teams, builds it, and stays with it until it runs. Here's what teams build.
Automated re-engagement
Email and SMS triggered by what the customer actually said, so the right customers get re-contacted.
Warehouse and BI
Outcomes and objections sync into Snowflake or BigQuery and feed the Power BI or Looker dashboards you already run.
Real-time selling tools
Extracted details fill your design and quote tools, so sellers show the customer what you just talked about.
Seamless handoffs
Measurements and selections flow to production and install, so the next person already knows what was discussed.
Business insights
Real moments become onboarding content and marketing insight, from real calls instead of surveys.
What it takes: usually a CRM admin, someone from IT for the security review, and the leader who owns the workflow.
FAQ
You do. Your recordings, transcripts and everything derived from them belong to you. Siro holds that data for you and keeps it separate from every other customer.
You choose how long recordings are kept, from a short window to several years. Delete raw audio and transcripts while keeping coaching history, or delete everything. Export anytime through the API or bulk export. Need recordings deleted right after processing? We'll build that for your team.
No. Siro doesn't train AI models on your conversations, and its AI providers are contractually barred from it.
In the United States, kept separate for every customer. Subprocessors are listed in the Trust Center.
Your admins decide. Sellers see their own, coaches and admins see their teams', and individual recordings can be shared with anyone who needs them.
Yes. Siro meets HIPAA requirements and signs BAAs.
Yes, through Okta and Microsoft Entra ID.
Salesforce, HubSpot, Microsoft Dynamics, LeadPerfection and major dealership systems connect natively. See the full list, and connect anything else through the API.
Yes. Use the REST API to load conversation data into your warehouse on your own schedule.
Most of the time goes to your security review and CRM field mapping. Our solutions engineers handle the build.
Usually for the security review and single sign-on. Your CRM admin approves field mappings, and our team does the rest.
