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.
Vendor keeps aggregated or anonymised use
Who owns the business's data
Training AI on the business's data
Export at exit
All the answers, vendor by vendor
A vendor per row. Every answer opens onto the line it comes from, quoted exactly, with the document it sits in and the day of the read. "Not stated" marks a question the document leaves unanswered.
| Vendor | Who owns the business's data | Vendor keeps aggregated or anonymised use | Training AI on the business's data | Export at exit |
|---|---|---|---|---|
| ActiveCampaign | the business | not statedNot addressed in ActiveCampaign Terms of Service | may train | not statedNot addressed in ActiveCampaign Terms of Service |
| Affinity | not statedNot addressed in Affinity Terms of Service | not statedNot addressed in Affinity Terms of Service | not statedNot addressed in Affinity Terms of Service | 30 days |
| Apollo | the business | reserved | may train | not statedNot addressed in Apollo Terms of Service |
| Bitrix24 | the business | not statedNot addressed in Bitrix24 Terms of Service | not statedNot addressed in Bitrix24 Terms of Service | not statedNot addressed in Bitrix24 Terms of Service |
| Capsule | the business | reserved | not statedNot addressed in Capsule Customer Terms | not statedNot addressed in Capsule Customer Terms |
| Close | not statedNot addressed in Close Terms of Service | not statedNot addressed in Close Terms of Service | not statedNot addressed in Close Terms of Service | 30 days |
| Copper | the business | reserved | not statedNot addressed in Copper Terms of Service | 30 days |
| HighLevel | the business | reserved | not statedNot addressed in HighLevel Terms of Service | 90 days |
| HubSpot | the business Not addressed in HubSpot Product Specific Terms | not statedNot addressed in HubSpot Customer Terms of Service Not addressed in HubSpot Product Specific Terms | opt-out offered Not addressed in HubSpot Product Specific Terms | 30 daysNot addressed in HubSpot Customer Terms of Service |
| Insightly | the business | excluded | not statedNot addressed in Insightly Terms of Service | on request |
| Less Annoying CRM | the business | not statedNot addressed in Less Annoying CRM Terms of Service | not statedNot addressed in Less Annoying CRM Terms of Service | not statedNot addressed in Less Annoying CRM Terms of Service |
| monday CRM | not statedNot addressed in monday.com Terms of Service | reserved | not statedNot addressed in monday.com Terms of Service | no export promised |
| Pipedrive | the business Not addressed in Pipedrive Privacy Notice | reserved | ||
| Salesflare | not statedNot addressed in Salesflare Terms of Service | not statedNot addressed in Salesflare Terms of Service | not statedNot addressed in Salesflare Terms of Service | not statedNot addressed in Salesflare Terms of Service |
| Salesforce | not statedNot addressed in Salesforce Privacy Statement | reserved | not statedNot addressed in Salesforce Privacy Statement | not statedNot addressed in Salesforce Privacy Statement |
| Streak | not statedNot addressed in Streak Terms of Service | not statedNot addressed in Streak Terms of Service | not statedNot addressed in Streak Terms of Service | no export promised |
| Twenty | the business | reserved | will not train | 14 days |
| Vtiger | the business | excluded | not statedNot addressed in Vtiger Terms of Service | no export promised |
| Zendesk Sell | the business | not statedNot addressed in Zendesk Main Services Agreement | not statedNot addressed in Zendesk Main Services Agreement | not statedNot addressed in Zendesk Main Services Agreement |
| Zoho CRM | not statedNot addressed in Zoho CRM Terms | not statedNot addressed in Zoho CRM Terms | not statedNot addressed in Zoho CRM Terms | not statedNot addressed in Zoho CRM Terms |
Quoted wording for all 88 answers
- ActiveCampaign, ActiveCampaign Terms of Service, read 2026-10-28, Who owns the business's data:
you retain all rights in and to your Marketing Content, as between you and ActiveCampaign
- ActiveCampaign, ActiveCampaign Terms of Service, read 2026-10-28, Vendor keeps aggregated or anonymised use: Left open by the document (56,171 characters, read in full 2026-10-28).
- ActiveCampaign, ActiveCampaign Terms of Service, read 2026-10-28, Training AI on the business's data:
we may view, copy, and internally use Marketing Content to help us train and improve the Services
- ActiveCampaign, ActiveCampaign Terms of Service, read 2026-10-28, Export at exit: Left open by the document (56,171 characters, read in full 2026-10-28).
- Affinity, Affinity Terms of Service, read 2026-10-28, Who owns the business's data: Left open by the document (27,419 characters, read in full 2026-10-28).
- Affinity, Affinity Terms of Service, read 2026-10-28, Vendor keeps aggregated or anonymised use: Left open by the document (27,419 characters, read in full 2026-10-28).
- Affinity, Affinity Terms of Service, read 2026-10-28, Training AI on the business's data: Left open by the document (27,419 characters, read in full 2026-10-28).
- Affinity, Affinity Terms of Service, read 2026-10-28, Export at exit:
we will give the organization thirty (30) days prior notice, during which time it may request a copy of such data
- Apollo, Apollo Terms of Service, read 2026-10-28, Who owns the business's data:
As between you and Apollo, all right, title, and interest in and to Customer Data is owned by you
- Apollo, Apollo Terms of Service, read 2026-10-28, Vendor keeps aggregated or anonymised use:
any Customer Data used for such purposes will first be aggregated or de-identified such that it cannot reasonably be used to identify you or any individual data subject
- Apollo, Apollo Terms of Service, read 2026-10-28, Training AI on the business's data:
license to analyze Customer Data using artificial intelligence to improve the Platform
- Apollo, Apollo Terms of Service, read 2026-10-28, Export at exit: Left open by the document (62,296 characters, read in full 2026-10-28).
- Bitrix24, Bitrix24 Terms of Service, read 2026-10-28, Who owns the business's data:
Customer owns all rights in and to the User Content, including the full power to legally use, publish, transfer, or license such User Content
- Bitrix24, Bitrix24 Terms of Service, read 2026-10-28, Vendor keeps aggregated or anonymised use: Left open by the document (73,281 characters, read in full 2026-10-28).
- Bitrix24, Bitrix24 Terms of Service, read 2026-10-28, Training AI on the business's data: Left open by the document (73,281 characters, read in full 2026-10-28).
- Bitrix24, Bitrix24 Terms of Service, read 2026-10-28, Export at exit: Left open by the document (73,281 characters, read in full 2026-10-28).
- Capsule, Capsule Customer Terms, read 2026-10-28, Who owns the business's data:
You own all content and data you add to your account and you retain sole ownership of all rights, title and interest in, and to, your Customer Data
- Capsule, Capsule Customer Terms, read 2026-10-28, Vendor keeps aggregated or anonymised use:
You grant us the perpetual right to use Customer Data in an anonymized format
- Capsule, Capsule Customer Terms, read 2026-10-28, Training AI on the business's data: Left open by the document (28,687 characters, read in full 2026-10-28).
- Capsule, Capsule Customer Terms, read 2026-10-28, Export at exit: Left open by the document (28,687 characters, read in full 2026-10-28).
- Close, Close Terms of Service, read 2026-10-28, Who owns the business's data: Left open by the document (35,596 characters, read in full 2026-10-28).
- Close, Close Terms of Service, read 2026-10-28, Vendor keeps aggregated or anonymised use: Left open by the document (35,596 characters, read in full 2026-10-28).
- Close, Close Terms of Service, read 2026-10-28, Training AI on the business's data: Left open by the document (35,596 characters, read in full 2026-10-28).
- Close, Close Terms of Service, read 2026-10-28, Export at exit:
Your Content will remain retrievable for 30 days after the termination of your account
- Copper, Copper Terms of Service, read 2026-10-28, Who owns the business's data:
Customer reserves all right, title and interest (including all Intellectual Property Rights) in and to the Customer Content
- Copper, Copper Terms of Service, read 2026-10-28, Vendor keeps aggregated or anonymised use:
Copper may aggregate and anonymize Service Data and share it with third parties provided that Copper does not include any Customer Content
- Copper, Copper Terms of Service, read 2026-10-28, Training AI on the business's data: Left open by the document (56,735 characters, read in full 2026-10-28).
- Copper, Copper Terms of Service, read 2026-10-28, Export at exit:
Customer may retrieve Customer Content from the Service for 30 days beginning on the effective date of such termination
- HighLevel, HighLevel Terms of Service, read 2026-10-28, Who owns the business's data:
You own or control all rights in and to all content you provide to HighLevel
- HighLevel, HighLevel Terms of Service, read 2026-10-28, Vendor keeps aggregated or anonymised use:
HighLevel will anonymize all Usage Data in such disclosure and disclose such Usage Data in aggregate form only
- HighLevel, HighLevel Terms of Service, read 2026-10-28, Training AI on the business's data: Left open by the document (113,479 characters, read in full 2026-10-28).
- HighLevel, HighLevel Terms of Service, read 2026-10-28, Export at exit:
HighLevel will retain any data associated with your account for a period of ninety (90) days
- HubSpot, HubSpot Product Specific Terms, read 2026-10-28, Who owns the business's data: Left open by the document (50,759 characters, read in full 2026-10-28).
- HubSpot, HubSpot Product Specific Terms, read 2026-10-28, Vendor keeps aggregated or anonymised use: Left open by the document (50,759 characters, read in full 2026-10-28).
- HubSpot, HubSpot Product Specific Terms, read 2026-10-28, Training AI on the business's data: Left open by the document (50,759 characters, read in full 2026-10-28).
- HubSpot, HubSpot Product Specific Terms, read 2026-10-28, Export at exit:
if you make a written request within thirty (30) days after termination or expiration of your subscription, we will provide you with temporary access to the Subscription Service to retrieve, or we will provide you with copies of, all Customer Data
- HubSpot, HubSpot Customer Terms of Service, read 2026-10-12, Who owns the business's data:
You own and retain all rights to the Customer Materials and Customer Data
- HubSpot, HubSpot Customer Terms of Service, read 2026-10-12, Vendor keeps aggregated or anonymised use: Left open by the document (117,686 characters, read in full 2026-10-12).
- HubSpot, HubSpot Customer Terms of Service, read 2026-10-12, Training AI on the business's data:
We may also use Customer Data to train our AI models in compliance with our obligations under the Agreement. You may opt out of having your Customer Data used
- HubSpot, HubSpot Customer Terms of Service, read 2026-10-12, Export at exit: Left open by the document (117,686 characters, read in full 2026-10-12).
- Insightly, Insightly Terms of Service, read 2026-10-28, Who owns the business's data:
You own your CRM Data. We will not access your CRM Data for any purpose other than in connection with the provision of Services
- Insightly, Insightly Terms of Service, read 2026-10-28, Vendor keeps aggregated or anonymised use:
We will not access your CRM Data for any purpose other than in connection with the provision of Services
- Insightly, Insightly Terms of Service, read 2026-10-28, Training AI on the business's data: Left open by the document (34,849 characters, read in full 2026-10-28).
- Insightly, Insightly Terms of Service, read 2026-10-28, Export at exit:
you may request and we will make available to you Your CRM Data as it was available via the Services on the effective date of termination for export or download
- Less Annoying CRM, Less Annoying CRM Terms of Service, read 2026-10-28, Who owns the business's data:
You retain ownership of and intellectual property rights over any Content added to your account in Less Annoying CRM
- Less Annoying CRM, Less Annoying CRM Terms of Service, read 2026-10-28, Vendor keeps aggregated or anonymised use: Left open by the document (14,507 characters, read in full 2026-10-28).
- Less Annoying CRM, Less Annoying CRM Terms of Service, read 2026-10-28, Training AI on the business's data: Left open by the document (14,507 characters, read in full 2026-10-28).
- Less Annoying CRM, Less Annoying CRM Terms of Service, read 2026-10-28, Export at exit: Left open by the document (14,507 characters, read in full 2026-10-28).
- monday CRM, monday.com Terms of Service, read 2026-10-08, Who owns the business's data: Left open by the document (201,180 characters, read in full 2026-10-08).
- monday CRM, monday.com Terms of Service, read 2026-10-08, Vendor keeps aggregated or anonymised use:
monday.com owns all Anonymous Information collected or obtained by monday.com
- monday CRM, monday.com Terms of Service, read 2026-10-08, Training AI on the business's data: Left open by the document (201,180 characters, read in full 2026-10-08).
- monday CRM, monday.com Terms of Service, read 2026-10-08, Export at exit:
It is Customer’s sole liability to export the Customer Data prior to such termination or expiration
- Pipedrive, Pipedrive Privacy Notice, read 2026-10-28, Who owns the business's data: Left open by the document (59,993 characters, read in full 2026-10-28).
- Pipedrive, Pipedrive Privacy Notice, read 2026-10-28, Vendor keeps aggregated or anonymised use:
If this purpose requires Pipedrive to process Personal Data within Client Data, the data will only be used in anonymized or aggregated form.
- Pipedrive, Pipedrive Privacy Notice, read 2026-10-28, Training AI on the business's data: Left open by the document (59,993 characters, read in full 2026-10-28).
- Pipedrive, Pipedrive Privacy Notice, read 2026-10-28, Export at exit: Left open by the document (59,993 characters, read in full 2026-10-28).
- Pipedrive, Pipedrive Terms of Service, read 2026-10-28, Who owns the business's data:
Client retains all of Client’s rights, title and interest in and to the Client Data
- Pipedrive, Pipedrive Terms of Service, read 2026-10-28, Vendor keeps aggregated or anonymised use:
aggregated or anonymized data created by Pipedrive as authorized by these Terms
- Pipedrive, Pipedrive Terms of Service, read 2026-10-28, Training AI on the business's data: Left open by the document (80,196 characters, read in full 2026-10-28).
- Pipedrive, Pipedrive Terms of Service, read 2026-10-28, Export at exit: Left open by the document (80,196 characters, read in full 2026-10-28).
- Salesflare, Salesflare Terms of Service, read 2026-10-28, Who owns the business's data: Left open by the document (19,856 characters, read in full 2026-10-28).
- Salesflare, Salesflare Terms of Service, read 2026-10-28, Vendor keeps aggregated or anonymised use: Left open by the document (19,856 characters, read in full 2026-10-28).
- Salesflare, Salesflare Terms of Service, read 2026-10-28, Training AI on the business's data: Left open by the document (19,856 characters, read in full 2026-10-28).
- Salesflare, Salesflare Terms of Service, read 2026-10-28, Export at exit: Left open by the document (19,856 characters, read in full 2026-10-28).
- Salesforce, Salesforce Privacy Statement, read 2026-10-28, Who owns the business's data: Left open by the document (62,656 characters, read in full 2026-10-28).
- Salesforce, Salesforce Privacy Statement, read 2026-10-28, Vendor keeps aggregated or anonymised use:
We may also use aggregated Usage Data for legitimate internal business purposes, such as to identify additional customer opportunities
- Salesforce, Salesforce Privacy Statement, read 2026-10-28, Training AI on the business's data: Left open by the document (62,656 characters, read in full 2026-10-28).
- Salesforce, Salesforce Privacy Statement, read 2026-10-28, Export at exit: Left open by the document (62,656 characters, read in full 2026-10-28).
- Streak, Streak Terms of Service, read 2026-10-28, Who owns the business's data: Left open by the document (10,668 characters, read in full 2026-10-28).
- Streak, Streak Terms of Service, read 2026-10-28, Vendor keeps aggregated or anonymised use: Left open by the document (10,668 characters, read in full 2026-10-28).
- Streak, Streak Terms of Service, read 2026-10-28, Training AI on the business's data: Left open by the document (10,668 characters, read in full 2026-10-28).
- Streak, Streak Terms of Service, read 2026-10-28, Export at exit:
Such termination of the Service will result in the deactivation or deletion of your Account or your access to your Account, and the forfeiture and relinquishment of all content in your Account
- Twenty, Twenty Terms of Service, read 2026-10-28, Who owns the business's data:
You own your Customer Data. We claim no ownership of it
- Twenty, Twenty Terms of Service, read 2026-10-28, Vendor keeps aggregated or anonymised use:
We may also use data that has been aggregated and de-identified, so that it identifies neither you nor any person in your Customer Data, to operate, secure, and improve the Service
- Twenty, Twenty Terms of Service, read 2026-10-28, Training AI on the business's data:
We do not train AI models on your data
- Twenty, Twenty Terms of Service, read 2026-10-28, Export at exit:
we retain your Customer Data for at least 14 days and email you a warning before deleting it
- Vtiger, Vtiger Terms of Service, read 2026-10-28, Who owns the business's data:
You own the content created or stored by You
- Vtiger, Vtiger Terms of Service, read 2026-10-28, Vendor keeps aggregated or anonymised use:
Your use of the Services does not grant Vtiger or any of its partners the license to use, reproduce, adapt, modify, publish or distribute the content created by You
- Vtiger, Vtiger Terms of Service, read 2026-10-28, Training AI on the business's data: Left open by the document (38,252 characters, read in full 2026-10-28).
- Vtiger, Vtiger Terms of Service, read 2026-10-28, Export at exit:
Termination of user account will include denial of access to all Services, deletion of information in Your user account
- Zendesk Sell, Zendesk Main Services Agreement, read 2026-10-08, Who owns the business's data:
As between the parties, Customer retains ownership of all Service Data
- Zendesk Sell, Zendesk Main Services Agreement, read 2026-10-08, Vendor keeps aggregated or anonymised use: Left open by the document (41,119 characters, read in full 2026-10-08).
- Zendesk Sell, Zendesk Main Services Agreement, read 2026-10-08, Training AI on the business's data: Left open by the document (41,119 characters, read in full 2026-10-08).
- Zendesk Sell, Zendesk Main Services Agreement, read 2026-10-08, Export at exit: Left open by the document (41,119 characters, read in full 2026-10-08).
- Zoho CRM, Zoho CRM Terms, read 2026-10-28, Who owns the business's data: Left open by the document (10,242 characters, read in full 2026-10-28).
- Zoho CRM, Zoho CRM Terms, read 2026-10-28, Vendor keeps aggregated or anonymised use: Left open by the document (10,242 characters, read in full 2026-10-28).
- Zoho CRM, Zoho CRM Terms, read 2026-10-28, Training AI on the business's data: Left open by the document (10,242 characters, read in full 2026-10-28).
- Zoho CRM, Zoho CRM Terms, read 2026-10-28, Export at exit: Left open by the document (10,242 characters, read in full 2026-10-28).
Set aside after reading
3 named documents were read but are not the kind of document this board answers from; see why below. They are counted and never answered.
- HubSpot privacy policy: HubSpot's privacy policy covers its own processing of personal data; HubSpot's row is read from its customer terms and product specific terms
- Salesforce trust and compliance documentation: an index of Salesforce's service-specific documents, not terms in itself; Salesforce's main services agreement is closed to automated reading by robots.txt
- Freshworks terms of service: set aside here: Freshworks' terms, its 14-day export window included, are read on sellmspdatatoai.com's board, and two sites never carry the same vendor figure
How this was built
Each vendor's own published terms were read through estate-fetch and stored whole (sha256 on every row).
For every document, four questions were answered from the vendor's own words: who owns the business's data, vendor keeps aggregated or anonymised use, training AI on the business's data, export at exit.
Every stated answer carries the sentence it rests on, checked against the stored text; 'not stated' means the document read does not address the question.
A vendor with several documents reads 'varies' where they disagree.
20 vendors, 22 documents.
25 sources, with links
- HubSpot customer terms of service (from the vendor's own published terms; reproduced for comment)
- HubSpot product specific terms (from the vendor's own published terms; reproduced for comment)
- HubSpot privacy policy (read, set aside)
- Salesforce privacy statement (from the vendor's own published terms; reproduced for comment)
- Salesforce trust and compliance documentation (read, set aside)
- Pipedrive terms of service (from the vendor's own published terms; reproduced for comment)
- Pipedrive privacy notice (from the vendor's own published terms; reproduced for comment)
- Zoho CRM terms (from the vendor's own published terms; reproduced for comment)
- monday.com terms of service (from the vendor's own published terms; reproduced for comment)
- Freshworks terms of service (read, set aside)
- Zendesk main services agreement (from the vendor's own published terms; reproduced for comment)
- Close terms of service (from the vendor's own published terms; reproduced for comment)
- Copper terms of service (from the vendor's own published terms; reproduced for comment)
- Insightly terms of service (from the vendor's own published terms; reproduced for comment)
- Capsule terms (from the vendor's own published terms; reproduced for comment)
- ActiveCampaign terms of service (from the vendor's own published terms; reproduced for comment)
- Affinity terms (from the vendor's own published terms; reproduced for comment)
- Streak terms of service (from the vendor's own published terms; reproduced for comment)
- Bitrix24 terms of service (from the vendor's own published terms; reproduced for comment)
- Vtiger terms of service (from the vendor's own published terms; reproduced for comment)
- Less Annoying CRM terms (from the vendor's own published terms; reproduced for comment)
- Twenty terms (from the vendor's own published terms; reproduced for comment)
- Salesflare terms (from the vendor's own published terms; reproduced for comment)
- Apollo terms of service (from the vendor's own published terms; reproduced for comment)
- HighLevel terms of service (from the vendor's own published terms; reproduced for comment)
Cite it or embed it
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 owns the business's data, by vendor: the business 13 of 20, not stated 7 of 20 (crm software terms, read 28 October 2026).
Vendor keeps aggregated or anonymised use, by vendor: not stated 10 of 20, reserved 8 of 20, excluded 2 of 20 (crm software terms, read 28 October 2026).
Training AI on the business's data, by vendor: not stated 16 of 20, may train 2 of 20, opt-out offered 1 of 20, will not train 1 of 20 (crm software terms, read 28 October 2026).
Export at exit, by vendor: not stated 10 of 20, a number of days 6 of 20, no export promised 3 of 20, on request 1 of 20 (crm software terms, read 28 October 2026).
Citation: "Crm software data terms", updated 2026-10-28, https://sellcrmdatatoai.com/datasets/crm-software-data-terms/.
Download as CSV (88 answers, worked out 2026-10-28)