Skip to content
EN

Typical forWholesalersB2B softwareManufacturingConsultancies and service firms

AI on B2B customers. Accounts and prices stay in the EU.

Find upsell in your CRM notes, write quotes and prepare for customer meetings. GoalCube hides customer names, contacts, company numbers, prices and your own secret terms before the AI sees anything.

  • Sell with the full pictureThe AI finds customers ready to buy more – or about to walk away.
  • Prices are trade secretsDiscounts and terms stay with you. The AI sees codes.
  • Contacts are peopleNames, emails and phone numbers of your contacts are personal data.
GoalCube Data VaultFictitious data
Key accounts Q4 2026 · 3 rows
Show
Your dataStays in the EU with GoalCube
CustomerContactDiscount
Westbuild Supplies LtdLaura Kennedy18%
Munster Cold Storage LtdMartin Byrne12%
Mosta Fresh Produce LtdClaire Zammit10%

CRM note Laura Kennedy says Westbuild Supplies Ltd has had a better offer from a competitor. They are on the Gold Price List. Call before Friday.

What the AI seesIn ChatGPT, Claude or Copilot
CustomerContactDiscount
[VIRKSOMHED_1][PERSON_1]18%
[VIRKSOMHED_2][PERSON_2]12%
[VIRKSOMHED_3][PERSON_3]10%

CRM note [PERSON_1] says [VIRKSOMHED_1] has had a better offer from a competitor. They are on the [PRODUKT_1]. Call before Friday.

Task for the AI: Find customers with upsell potential or at risk of leaving, and suggest next steps.
The answer in GoalCubeNames filled back in, only on your side

Westbuild Supplies Ltd is considering a competitor; call before Friday and offer a fixed price for 2027. Munster Cold Storage Ltd is expanding with a new warehouse; suggest a quote for shelving. Mosta Fresh Produce Ltd is stable.

The AI’s answerPseudonyms only

[VIRKSOMHED_1] is considering a competitor; call before Friday and offer a fixed price for 2027. [VIRKSOMHED_2] is expanding with a new warehouse; suggest a quote for shelving. [VIRKSOMHED_3] is stable.

10 sensitive values hidden from the AINo real names left the EU

Fictitious data. Point at a name or a pseudonym to see what belongs together.

What can you use AI for?

Choose a task. GoalCube works out the risk under the EU AI Act with fixed rules and tells you what to do.

GoalCube AI MapFictitious data
What will the AI be used for?
Minimal risk

Low risk. Customer names, contacts and prices are hidden.

Minimal risk

Low risk. Your secret terms – products and price lists – are always hidden.

Minimal risk

Low risk under the AI Act, but tracking needs consent (cookies) and a notice.

The example is simplified. In GoalCube you answer a few questions, and the classification follows fixed rules.

What the law says

Contacts are personal data

A contact's name, email and notes about them are personal data, even in a B2B relationship.

Article 4(1) GDPR

Prices and terms are trade secrets

They are only protected if you take reasonable steps to keep them secret.

Article 2(1) Trade Secrets Directive (EU) 2016/943

Tracking needs consent

Cookies and tracking of website visitors need consent.

Article 5(3) ePrivacy Directive 2002/58/EC

Short and simplified. GoalCube helps you follow the rules; it is not legal advice.

Your staff keep working. GoalCube keeps track of the rest.

Low risk is approved automatically under fixed rules. Anything that needs a human lands on This week’s list – typically around 5 minutes a week.

The employee
Your AI

Find the key accounts at risk of leaving.

All goodLow risk. Approved automatically under your rules.

Two customers are at risk, and one has upsell potential. Customer names and discounts are only at GoalCube.

The person in charge
This week’s listFictitious data

4 awaiting a human · approx. 5 minutes

Waiting for you

  • Confirm new use: lead scoringLow risk · check consent for tracking
  • Add secret term: new price listProtect · 1 minute

Approved automatically

  • Summary of customer enquiriesLow risk · approved automatically on Monday
  • Overview of supplier contractsLow risk · approved automatically on Tuesday

What you need

Start free with the overview. Add protection when you want to use AI on real data.

AI Map

Map

0 € per month

  • AI inventory and AI policy
  • Training with proof
  • Deadlines, templates and report
Recommended for you

Data Vault

Map and protect

from 9 € per month

  • Everything in AI Map
  • AI on your data, data stays in the EU
  • Secret terms and documents

Data Vault + Human Decision

GoalCube for HR

from 15 € per month

  • Everything in Data Vault
  • A person decides on cases about people
  • Passkey, log and timestamps

See all prices All prices are per month and exclude VAT. Pay yearly and get 2 months free. Prices apply from launch, which we expect in November 2026.

Questions and answers

Is B2B data covered by GDPR?

Company details aren't, but contacts' names, emails and notes about them are. And a sole trader is often a person.

Can the AI see our prices?

Only if you let it. With GoalCube you can hide customer names, price lists and product names as secret terms, so the AI only sees codes.

Can we use AI on CRM notes?

Yes, for purposes that fit the customer relationship. Write only what's needed in the notes, and remove private details.

Ready to use AI on B2B customer data?

We expect to launch in November 2026. Join the waitlist and we’ll let you know when you can get started.