Record types
Is our CRM data worth anything to AI companies?
On this page
- What would an AI company do with our CRM?
- What makes CRM records worth more or less?
- Where is our CRM history, and does the export include notes and emails?
- Which providers say they want CRM records?
- Is licensing our CRM the same as selling our customer list?
- Whose privacy rights does our CRM touch?
- What about our customers’ contracts and our pricing?
- Can a buyer connect to our CRM instead of us exporting?
- What could our CRM records be worth?
Yes, providers explicitly seek CRM history: stage changes, notes, calls and logged emails. Seventeen of the 25 tracked providers name CRM records, Salesforce or HubSpot as of October 2026. The record history matters beyond a contact list.
What would an AI company do with our CRM?
Providers describe training and testing AI on real selling: how an inquiry became a quote, a deal and a customer, or did not. Polyshares’ Salesforce guide describes linked opportunity history and outcomes; Troveo names opportunity lifecycles and account histories. Both were checked October 6, 2026.
What makes CRM records worth more or less?
Providers name the history attached to records, not just contact counts:
| History providers ask for | Own-page evidence (October 2026) |
|---|---|
| Stage changes recorded as they happened | Polyshares names deal stages, ticket statuses and contact lifecycle progressions in its HubSpot guide |
| Activity logged on the record | The same guide describes emails, calls, meetings and notes on record timelines |
| Losses kept beside wins | Miro Advisory names lead activity, communications, proposals, wins, losses and outcomes |
Gaps worth checking:
- Contacts with nothing attached. Polyshares asks sellers to count “each object that holds real history”; an imported mailing list alone does not show those events.
- Deals closed without a reason. Appen lists “Stage transitions with stated reasons” among the signals it extracts; a deal marked lost with no reason has none to give.
- Work logged elsewhere. Calls and email kept outside the CRM live in email or call recordings.
Where is our CRM history, and does the export include notes and emails?
Across objects, activities and files. A backup or view export can leave some of them behind (October 2026):
| CRM | Full export | What it leaves out, or keeps briefly |
|---|---|---|
| Salesforce | Data Export service: ZIP archives containing CSVs weekly or monthly by edition, except Database.com; attachments and documents only if selected | Download files last 48 hours after notification; the Recycle Bin is excluded |
| HubSpot | Record exports as CSV or Excel (updated April 2, 2026) | Calls, chats and meetings go through the report builder or the Engagements API; inbox conversations, the Conversations API (HubSpot, August 25, 2026) |
| Zoho CRM | An administrator’s data backup: records by module, with attachments (Zoho) | Excludes “Email - Email content and attachments”, documents and integration data; link lasts 7 days |
| Pipedrive | Global admins export by item type; other users with permission export visible data from views (Pipedrive, September 3, 2026) | “Activities, notes and files linked to deals and contacts must be exported separately”; Google Drive files skipped; generated export files remain downloadable for 28 days |
| Microsoft Dynamics 365 | Export to Excel from a view (Microsoft, August 5, 2025) | Size depends on rows, columns and lookups; large exports can time out |
Trade systems hold CRM records too: see ServiceTitan, roofing CRMs, and insurance agencies’ management systems.
Logged emails may be missing from the export (see Zoho and HubSpot), though the thread may still sit in a mailbox. Deleted records have a deadline. HubSpot can restore them “up to 90 days after they were deleted”, except “Permanent or GDPR-related deletions” (updated September 9, 2026). Hold off purging old leads or lost deals while you decide.
Which providers say they want CRM records?
Data Licensing Report puts all 25 providers it tracks, Telegraph Lab (affiliated with this site) included, through one test: their own pages must explicitly name CRM records, Salesforce or HubSpot in the data offer. Seventeen pass as of October 2026. Six introduce or list; Troveo acts as a licensing agent.
| Provider | What it is | What its own pages name |
|---|---|---|
| Appen | Licenses directly | “CRM & sales” among typical sources |
| Avelence | Introducer; does not buy data | Salesforce and HubSpot under CRM, sales and support; “pipeline changes” |
| Corpus | Licenses directly | “CRM notes”; HubSpot and Salesforce among its systems |
| DataVendor (HUD) | Marketplace; buys nothing | “CRM exports”, marked “coming soon”; HubSpot and Salesforce connectors “not live yet” |
| FileYield | Listing service; buys nothing | CRM notes among enterprise text it describes as valuable |
| License My Data | Introducer | “Salesforce, HubSpot, Zendesk and other customer systems” |
| Mercor | Licenses directly | Salesforce: “Accounts, contacts, opportunities, and reports” |
| micro1 | Licenses directly | “CRM data, sales processes, playbooks, customer lifecycle documentation, and revenue operations” |
| Miro Advisory | Introducer; does not buy data | “Salesforce · HubSpot · Microsoft Dynamics · industry-specific CRMs” |
| Nyne | Licenses directly | Salesforce and HubSpot among business platforms |
| Polyshares | Licenses directly | “Contacts, deals and the activity attached to them”; export guides for HubSpot, Salesforce, Zoho CRM, Pipedrive and others |
| Replay | Licenses directly | “CRM Data” and “Sales conversations” in its operating data |
| Scale AI | Licenses directly | Salesforce and HubSpot among business platforms |
| Scrimdata | Licenses directly | “CRMs” among what companies license to it |
| Sell My Business Data | Introducer | “CRM, accounting, ticketing and project systems with years of operating history”; Salesforce, HubSpot |
| Telegraph Lab | Licenses directly | “CRM exports” (Salesforce); HubSpot under operating records |
| Troveo | Licensing agent | Salesforce and HubSpot under CRM, sales and support |
Eight are outside this naming rule. Handshake AI names ServiceTitan but not CRM records. Sunset describes customer lists as assets sold during a wind-down. LH2 AI Labs displays Salesforce as a rebuilt product environment. Defined.ai uses sales and marketing as general examples. idler, SimpleClosure, Google’s pilot and Turing do not explicitly name CRM records on the checked program pages.
Is licensing our CRM the same as selling our customer list?
Not as providers describe it. A list sale hands over who your customers are, while these licenses cover records with people and accounts taken out. Corpus asks sellers to keep “Customer PII in identifiable form” out of scope, and Scale AI processes records “so they can’t be traced back to individuals or accounts”. Selling the list itself is an asset sale, the kind Sunset handles for closing companies (bankruptcy rules).
Whether the proposed copy is deidentified depends on more than removing names. Is it legal to sell company records? explains the rights and agreements that affect a license.
A CRM also names customers where person-focused redaction may not look: in account names, in deal names (a hypothetical “Acme – 2025 renewal”) and in email domains. Ask each provider whether all three are replaced; see what “anonymized” means. The sample tool takes account names from the export’s account or company column and replaces them wherever they recur in the sample; add short forms such as “Acme” as your own terms.
Whose privacy rights does our CRM touch?
Your customers’ and prospects’ records may contain personal data. What applies depends on the people, the company and the proposed use; business contacts and consumer customers can have different treatment. Record where your customers are and what personal fields the archive contains, then use the rights guide alongside the provider’s proposed scope.
What about our customers’ contracts and our pricing?
They can matter more than the names. A customer contract may make its pricing, its terms or what the customer told you confidential, and a CRM holds all three in quotes, deal amounts and call notes. Replacing names does not hide your price levels or discounts.
Federal trade-secret law requires both reasonable measures to keep information secret and independent economic value from it not being generally known or readily ascertainable through proper means (18 USC §1839). That makes the license’s confidentiality and recipient terms relevant to a price book or customer compilation. Amounts, quotes or whole accounts can be left out of scope.
Can a buyer connect to our CRM instead of us exporting?
Some providers connect: Mercor lists Salesforce among its tools. HubSpot’s Developer Terms, last modified May 4, 2026, restrict AI training through its developer tools, with a narrow exception for a model using one customer’s data exclusively for that customer, with express permission. For any CRM, ask which app reads the records and which vendor terms cover it. The Salesforce and HubSpot pages compare those routes.
What could our CRM records be worth?
Corpus’s payouts page, checked October 6, 2026, reports two engagements that included a CRM: $850,000 for an Ohio freight and logistics company (340 employees, 2016–2024; HubSpot among four systems) and $1,400,000 for a Texas healthcare administration company (1,180 employees, 2014–2025; Salesforce among four). These are Corpus’s anonymous reported engagements, not independently verified transactions. Neither separates the CRM’s share, so neither prices a CRM archive on its own.
How much is my company’s data worth? lays out the ranges providers publish. For the inventory, note record counts by object, the first year of logged deal activity, and how many deals carry notes or calls.
Providers named on this page
- Appen
- Avelence
- Corpus
- Defined.ai
- FileYield
- Google Content Offer Pilot
- Handshake AI
- DataVendor (HUD)
- idler
- LH2 AI Labs
- License My Data
- Mercor
- micro1
- Miro Advisory
- Nyne
- Polyshares
- Replay
- Scale AI
- Scrimdata
- Sell My Business Data
- SimpleClosure (AssetHub)
- Sunset
- Telegraph Lab Affiliated
- Troveo
- Turing (Project Lazarus)
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