CRM Platforms ToS Comparison

Customer Relationship Management platforms hold your most valuable business asset: customer data. We analyzed the terms of service from leading CRM providers to help you understand data ownership, export rights, and vendor lock-in risks.

4
Platforms Analyzed
55
Average Score
C+
Category Grade

About This Category

CRM platforms are mission-critical for businesses of all sizes, storing customer contacts, sales pipelines, communication history, and valuable business intelligence. The terms governing these platforms affect data portability, integration capabilities, and what happens to your customer relationships if you switch providers. Understanding these terms is essential for business continuity and regulatory compliance.

Quick Comparison

Platform Score Grade Data Export Free Tier
Zoho CRM 65 B- Full export Up to 3 users
Pipedrive 58 C+ CSV export 14-day trial
HubSpot 52 C Limited export Limited free
Salesforce 45 C- Complex export No free tier

Detailed Platform Reviews

Zoho CRM

65 B-

Part of broader Zoho ecosystem. Better data portability than competitors with reasonable free tier for small teams.

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Pipedrive

58 C+

Sales-focused CRM with visual pipeline. Good usability but limited export options and no free tier.

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HubSpot

52 C

Popular marketing-sales platform. Free tier has significant limitations and upgrade pricing is steep.

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Salesforce

45 C-

Enterprise CRM leader. Complex terms, expensive pricing, and significant vendor lock-in concerns.

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How We Grade CRM Platforms

Our analysis evaluates terms of service based on customer data ownership, export capabilities and formats, API access rights, integration restrictions, subscription cancellation terms, and what happens to your data when you leave. CRM platforms receive particular scrutiny for vendor lock-in risks and data portability limitations.

A
80-100
B
65-79
C
50-64
D
35-49
F
0-34