Export of CRM Data
To me a critical question is whether a CRM allows you to export your data in case you want to change CRMs in the future. For instance, Hubspot does not allow you to export your notes, which likely have critical information. I think this, like price if you upgrade, is a critical concern in making your early choice, since you may end up with your data stuck somewhere.
Do you know how other top contenders compare for export ability?
The other main CRM systems we recommend, Insightly and Zoho, both allow you to export just about any record in the system as a CSV, including notes.
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