A CRM with years of history is a record of thousands of decisions by customers. Stage changes, call notes, lost reasons, and follow-up cadences show how a deal is actually worked. Buyers want the sequence from first touch to closed-won or closed-lost, with the notes that explain it.
No dataset needed to start. Buyers price from a one-page manifest; nothing leaves your systems until you sign.
Won and lost deals together, with the notes that explain them, are a labelled set. The note quality of your reps is the biggest single driver.
Every record type carries a weight in the estimator behind /estimate, and the weights are published so you can see the work. CRM & sales workflows sits at the middle of the eight.
Indicative range observed across the market for single-company operational data licenses. Not a quote. Actual value depends on buyer demand, data quality, rights, and exclusivity.
Open the estimator →A fictional record, prepared the way a buyer would receive it. The workflow survives. The people, companies, and identifiers do not.
| Field | Your record | De-identified copy |
|---|---|---|
| Deal | Westbrook Family Dental - Phase 2 remodel | Account 041 - Phase 2 remodel |
| Stage history | Qualified (Jan 9) > Proposal (Jan 23) > Negotiation (Feb 14) > Closed won (Mar 1) | Qualified (day 0) > Proposal (day 14) > Negotiation (day 36) > Closed won (day 51) |
| Amount | $186,000 | [low six figures] |
| Owner | Sofia Reyes | Rep 03 |
| Won note | Dr. Westbrook chose us over Hargrove Build because we could start in April; our price was 6% higher. | Customer chose us over Competitor B because we could start sooner; our price was 6% higher. |
Fictional example for illustration. Names, companies, and identifiers are made up; no real record is shown. The signed license specifies the de-identification standard, who performs it, who verifies it, and the remedy if it is missed.
What gets removed, what gets excluded by rule, and what to confirm about your rights. Your counsel signs off on scope before any buyer sees it.
Contact names, company names, emails, phone numbers, and addresses are replaced with consistent fictional values, so an account still reads as one account across all its deals.
Pricing tied to a named customer is generalized or bracketed. Competitor names can be kept or generalized at your choice.
Confirm your CRM terms permit export and licensing, and check customer agreements for confidentiality clauses that cover commercial terms.
We help you build the manifest and we ask these questions, but we do not provide legal advice. Whether a specific set of records can be licensed is a decision for your counsel.
Client onboarding, project delivery, reusable methods.
Transaction coordination, leasing, maintenance workflows.
Briefs, creative review, client approvals, campaign ops.
Issue triage, release workflows, product documentation.
Sourcing, screening, placement, and client communication.
Stage history with dates is still a workflow record, and the emails and calls logged against deals often carry the explanation the notes lack. The value is lower than a CRM with rich notes, and the manifest will say so, but it is rarely zero.
No. Account and contact names are replaced with consistent fictional values before any sample is built. A buyer sees that Account 041 bought twice and churned once; they do not see who Account 041 is.
Yes. You can exclude by account, by segment, by date range, or by any rule your counsel sets, such as every customer under a standalone NDA. The manifest records the scope and the license covers only that.
Seven questions. No dataset. First offer in 24 to 48 hours of a complete manifest.
Measured from a complete data manifest. A first offer is a process target, not a guarantee; buyers decide eligibility, price, and terms.