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SaaS transparency ranking · Sales and marketing

CRM software

117 vendors · updated 2026-10-15 · 6 without enough data for a score

Customer relationship management tools, ranked by what they publish about how they handle your data.

Public transparency score, not a product or security rating. Transparency means: published on the vendor's own site, readable without a login, found by us at the addresses we checked.

=exactly at the median of every category we measure

  • CRM17
  • All categories17
Median transparency score, out of 100. CRM sits at the median across every category we measure.
  1. A0 0%
  2. B1 0.9%
  3. C3 3%
  4. D8 7%
  5. E28 25%
  6. F71 64%
111 vendors with a score; 6 more without a score because we could measure too little. Bands have fixed thresholds, see how the score works.
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6 without enough data for a band

117 vendors

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Not in the ranking

We could not measure this product with our method, so it is listed here instead of being scored. This says something about our method, not about the vendor.

Before the demo

Buying a CRM: test the customer record, not just the contact list

Define a complete record before comparing plans: a contact, its company, linked deals, activity history and the people allowed to see it. Public disclosures help with contract review; they do not test these workflows. Use the same small, invented dataset in each trial so that a polished demo cannot hide a missing relationship.

Ownership and visibility

Create two sales teams and one shared account. Ask who can see private notes, reassign a deal and export records. Test the ordinary sales role as well as an administrator. Record any plan upgrade needed for the permission model.

Migration and exit

Export the test contact with its company, deals and activity history. Then inspect the files and try importing them into a separate test workspace. Ask which objects, associations, attachments and historical activities need a separate API or paid migration service.

A repeatable cost scenario

Price your actual mix of full users, occasional users, contacts, automation runs and integrations. Ask which limits stop a workflow, which trigger an overage and what happens at renewal. A public price page is evidence of disclosure, not your final quote.

Full trial checklist and CSV worksheet

A trial you can repeat

Ask the vendor to demonstrate importing a linked contact and deal, restricting its notes to one team, reassigning ownership and exporting the complete record. Keep the exported files and the plan name with the quote.

HubSpot documents record properties and associations separately from activity exports. This illustrates why a contact CSV alone is not a complete exit test; it does not establish the export capabilities of other CRMs. HubSpot: exporting records and associations. Source reviewed 2026-10-01. The trial questions are editorial guidance, not additional measured criteria.

Narrow it down

Each of these lists the CRM vendors that meet one condition, with the source for each, and appears only where at least 8 of them meet it.

This category, criterion by criterion

How this market does on each criterion, with its own share and how it compares with the rest.

Head-to-head comparisons

Each comparison lists only the criteria where the two differ, with the source for every one. All comparisons.

Every result links its source on the vendor page. A grey segment means we could not measure it, not that it is missing. See how we score.