Vendor category

CRM vendors

CRM platforms store your customer contact information, interaction history, deal data, and often communications. They are among the most data-rich vendors in any portfolio and often have complex subprocessor networks.

Risk profile for this category

High PII exposure (contact data for potentially millions of customers), high business sensitivity (deal and pipeline data), and broad subprocessor footprint. Require SOC 2 Type II and clear data deletion procedures for GDPR right-to-erasure compliance.

Sample vendors in this category

Salesforce

salesforce.com

SOC 2 Type II, ISO 27001, FedRAMP Moderate.

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HubSpot

hubspot.com

SOC 2 Type II, ISO 27001.

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Pipedrive

pipedrive.com

SOC 2 Type II, ISO 27001.

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This is a sample of vendors in this category. Search the full TrustVendor graph for comprehensive coverage including posture scores, certifications, and subprocessor counts.

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Common questions

How do I handle GDPR erasure requests for data in my CRM?

Most CRM vendors provide APIs and UI tools for deleting individual contact records. Your DPA should specify the vendor's obligations for processing erasure requests from your customers. Document your erasure procedure and test it periodically.

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