Compliance and security

Outbound sales only works when it is done properly. NeedReach blocks a campaign from launching until the mandatory compliance information is complete.

Lawful basis and records
  • Record your organisation identity, sender details and registered address
  • Store your lawful-basis decision and supporting notes
  • Maintain a data-source register for every provider you use
  • Set a data-retention period for prospect records
Recipient rights
  • Every marketing template carries a genuine sender, business contact details, an unsubscribe option and a privacy-policy link
  • Unsubscribe records and objection records are retained
  • Organisation and global suppression lists are checked before any send
  • Extra safeguards apply to sole traders, partnerships and personal email addresses
Data separation
  • Each organisation is an isolated workspace
  • Row-level security is applied to every customer-owned table
  • Roles control who can approve messages, launch campaigns and manage the team
  • Support access by the platform team is recorded in the audit log
Honest AI
  • Buying signals record whether they are direct evidence or an AI inference
  • AI-generated analysis and messages require human approval
  • AI never replies to a positive lead on your behalf without approval
  • Test mode is on by default and no message leaves the platform until a sending account is connected

This page describes product capability. It is not legal advice — your organisation remains the data controller for the prospects it processes.