Key takeaways
- No CRM makes a team compliant on its own: you remain the controller of every contact you store.
- Ask each vendor for its data processing agreement, sub-processor list and transfer terms before a trial.
- Test erasure and duplicate merging, because a deletion request must reach every copy of a person.
- Pebbles Ai is GDPR compliant and holds CASA II and Microsoft 365 Certification; SOC 2 Type II and ISO 27001 are pending, target Q2 2027.
What makes a CRM GDPR compliant
A CRM is GDPR compliant when the vendor processes personal data under a proper contract and gives you the tools to meet your own duties, because you stay the controller responsible for why and how you hold each contact. The software can make compliance easy or hard; it cannot make the decision for you.
That splits the evaluation in two: what the vendor documents, and what the product lets your team do day to day. This page is general guidance, not legal advice, so take advice on your own processing.
- A data processing agreement you can sign without a long negotiation.
- A current sub-processor list and the terms used for any transfer outside the UK or EU.
- Security documentation on a trust page, with named certifications rather than adjectives.
- A clear answer on whether your data is used to train any AI model.
Features to test for CRM data protection in Europe
Test the features your team will use when a person asks what you hold, or asks you to delete it. A CRM that looks fine in a demo can fail on the third duplicate of the same buyer.
- Lawful basis: a field for consent or legitimate interest, with the date it was recorded.
- Source: where each contact came from, so you can answer a subject access request.
- Duplicates: merging copies of one person before an erasure request, so nothing is left behind.
- Export: pulling everything held on one person in a readable format.
- Roles: limiting who can export or bulk delete records.
- Enrichment: knowing which features add personal data from outside sources, and on what basis.
How the main CRMs document GDPR
Each vendor documents data protection on its own trust and legal pages, so read those directly rather than relying on a roundup. The notes below cover what each product's own site says it does, and where enrichment adds questions worth asking.
- HubSpot Sales Hub: a mature CRM across marketing, sales and service with free tools for up to two users; check its processing terms on its legal pages.
- Pipedrive: a visual pipeline CRM with automations and an AI email writer; its LeadBooster and prospecting add-ons are worth a separate data question.
- Attio: a flexible CRM with automatic enrichment and email and calendar sync; ask what enrichment adds to each record and from where.
- Zoho CRM: a configurable CRM with a free edition for up to three users; read its own trust pages for its security and privacy documentation.
- folk: a lightweight relationship CRM with enrichment and a LinkedIn extension; check its documentation for how captured profiles are handled.
Where Pebbles Ai stands on GDPR
Pebbles Ai is GDPR compliant under the EU GDPR and UK GDPR, and holds CASA II and Microsoft 365 Certification for its Gmail and Outlook connections. SOC 2 Type II and ISO 27001 are pending, with a target of Q2 2027, and are not held today.
Under Tenant-Isolated AI, the Pebbles Ai architecture for tenant isolation and data security, each business works in its own secured tenant, and no customer's data trains a model. Leads come from Pebbles Ai's own growing B2B contact database, also GDPR compliant. In the Beta CRM, admin-defined custom fields (Choice and Date among them) can hold a lawful basis and the date it was recorded, and merge joins two to 100 duplicate records.
When Pebbles Ai is not the right GDPR choice
Pebbles Ai is not the right choice if a contract requires a stated hosting region, since this page makes no residency claim; raise it through the trust centre before you buy. It is also a poor fit for a team that needs forecasting or a finished, non-beta system of record.
In that case keep Attio or Pipedrive as the record and let the assistants read and update it through MCP, each write approved under the execution mode. HubSpot and Salesforce are not in the MCP catalogue.
The CRMs at a glance
Each product's category, whether its site lists a free plan, and any security detail its own CRM page states.
| Category | Free plan | Security detail on its own site | |
|---|---|---|---|
| HubSpot Sales Hub | CRM platform with sales software | Yes | See their site |
| Pipedrive | Pipeline-focused sales CRM | No | See their site |
| Attio | Modern data-driven CRM | Yes | See their site |
| Zoho CRM | CRM platform | Yes | See their site |
| folk | Lightweight relationship CRM | No | See their site |
| Pebbles Ai | Go-to-market workspace with a CRM labelled Beta | No | CASA II and Microsoft 365 certified; GDPR compliant; SOC 2 Type II and ISO 27001 pending |
Security and certification details belong to each vendor's trust page; check them there. Pebbles Ai documents and policies are in its trust centre. Pebbles Ai has no free plan; Pro and Team start with a 1-month free trial.
The products compared

HubSpot Sales Hub
CRM platform with sales software
A CRM-centred sales suite with free tools, seat-based paid tiers, sequences, calling, forecasting, a prospecting agent and AI features, part of HubSpot's wider marketing and service platform.
Best for: Companies that want one mature CRM across marketing, sales and service, with the HubSpot Marketplace of apps and free tools for up to 2 users.
Pricing model: Free tools, then Starter, Professional and Enterprise priced per seat; onboarding fees on higher tiers. Source: HubSpot Sales Hub pricing
Read the comparison with HubSpot Sales Hub Visit HubSpot Sales Hub

Pipedrive
Pipeline-focused sales CRM
A sales CRM built around visual pipelines, with an AI sales assistant and email writer, automations, forecasting reports and add-ons for lead generation and campaigns.
Best for: Small companies and growing sales teams that track deals on a kanban board and want AI help and task automation without a long set-up.
Pricing model: Plans and prices are on their own pricing page. Source: Pipedrive pricing
Attio
Modern data-driven CRM
A flexible, data-model-first CRM with automatic enrichment, email and calendar sync, sequences and call intelligence on Pro, and a free tier.
Best for: Startups and scale-ups that want a customisable CRM with enrichment and a developer-friendly API.
Pricing model: Free, Plus, Pro and Enterprise, per user, with seat and workspace credits. Source: Attio pricing
Zoho CRM
CRM platform
A per-user CRM from Zoho with a free edition, sales automation, forecasting, cadences, built-in calling and the Zia AI assistant, part of a wider suite of Zoho business apps.
Best for: Small and mid-sized companies that want an affordable, configurable CRM with forecasting, calling and automation, especially if they already use other Zoho apps.
Pricing model: Free, Standard, Professional, Enterprise and Ultimate, per user per month, with a discount for yearly billing; CRM Plus is a separate bundle. Source: Zoho CRM pricing
folk
Lightweight relationship CRM
A lightweight CRM for relationship-driven teams, with contact enrichment, email campaigns, AI assistants and a LinkedIn extension, priced per member with a two-week trial.
Best for: Founders and small teams managing relationships and simple campaigns.
Pricing model: Standard, Premium and Enterprise, per member, monthly or annual. Source: folk pricing
We make Pebbles Ai. Facts about other products come from their own public pages, checked on .
Where Pebbles Ai fits
- CapabilityProspecting & customer recordsThe Beta CRM has admin-defined custom fields, merge of two to 100 records and a Bin, so lawful basis and duplicates can be managed in one place.
- FoundationAgent memoryAgent memory keeps short facts you state or confirm; documents, CRM records and drafts are not copied into it, and a switch turns it off per person.
Common questions
Is a GDPR compliant CRM enough to make my sales team compliant?
No. The vendor's compliance covers its processing; your team still needs a lawful basis for each contact, a retention habit and a way to answer requests.
Do I need consent to keep B2B contacts in a CRM?
Not always. Consent is one lawful basis among several and many B2B teams rely on legitimate interest for work contacts, while marketing email rules add their own conditions, so take advice for your case.
Does Pebbles Ai hold SOC 2 Type II, or is it pending?
It is pending, not held. SOC 2 Type II and ISO 27001 are both pending, with a target of Q2 2027. CASA II and Microsoft 365 Certification are held, and Pebbles Ai is GDPR compliant.
Does Pebbles Ai train AI models on CRM data?
No. Your company information is never used to train an AI model; Pebbles Ai learns your company as you work through Company Intel and Agent memory.
About this page. Written by the Pebbles Ai team for people who run sales, marketing and growth. Last updated .