Model training in CRM terms

CRM data AI training: which vendors' terms allow it

A buyer offered exclusive access to a company's pipeline history will ask whether the CRM vendor has already trained on it.

Ask about my CRM data Which CRM, how many years of deals and activity, and whether the company is trading, closing or being sold. We read it against the vendor terms and contact-data law here and reply in writing.

Training with an opt-out

HubSpot's customer terms say it may use Customer Data to train its AI models and that you may opt out of that use in your account settings.

Source: CRM vendors' terms on a company's sales record

Training without one

Apollo takes an irrevocable, perpetual licence to analyse Customer Data using artificial intelligence to improve its platform, after aggregating or de-identifying it, and ActiveCampaign may internally use marketing content to help train and improve its services.

Source: CRM vendors' terms on a company's sales record

A vendor that refuses

Twenty's terms say it does not train AI models on your data. 16 of the 20 vendors on our board are silent on the question in the documents we read.

Source: CRM vendors' terms on a company's sales record

What sales record does your CRM hold?

Which CRM, how many years of deals and activity, and whether the company is trading, closing or being sold. We read it against the vendor terms and contact-data law here and reply in writing.

Your pipeline history

How many years of deals and activity does the CRM hold?

Is the company trading, winding down or up for sale?

Read against your CRM vendor's terms
Contacts and email addresses stay out
Describe it in words, no exports

Sources

This site's own datasets, every figure quoted from its source and dated:

Who takes a company's CRM and sales records: 4 of 4 organisations whose own pages we read name CRM, pipeline, deal or customer-interaction records among what they take, read 27 October 2026.
How do i sell my customer list (18 figures): 18 UK and US rules on the people in a CRM when the record is licensed or sold, read 28 October 2026.
Crm software data terms: 8 of 20 crm software vendors whose terms we read reserve the right to use their customers' data in aggregated or anonymised form, read 28 October 2026.
Who buys a UK practice whole, client book and all: 3 UK consolidators' own announcements of the practices and brokers they bought, each quoted from the buyer's page, read 28 October 2026.

Describe the sales record your CRM holds

Which CRM, how many years of deals and activity, and whether the company is trading, closing or being sold. We read it against the vendor terms and contact-data law here and reply in writing.

Ask about my CRM data