Switching CRMs?
We move you for free.
Our agents bring your records, conversations and pipelines across from HubSpot, Salesforce, Attio or Zoho. The whole move costs nothing.
- Contacts48,210PeopleMoving
- Companies6,932CompaniesQueued
- Deals3,418DealsQueued
- Emails212,540Email timelineQueued
- Calls, meetings, notes27,309Activity on each recordQueued
- Custom objects4 objectsCustom typesQueued
- Attachments9,870FilesQueued
- Matching 14 owners to your teammates by email
- Merging 1,204 contacts into people you already have
- Mapping 9 deal stages onto your pipeline
- Copying 212,540 emails with their threads
- Downloading 9,870 attachments, each once
Everything you built.
Moved for you.
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Our agents read your old CRM end to end and map every object, field, stage and owner onto UnifiedCRM. You see the plan before a single record moves.
- Records
- People, companies, deals, products and your custom objects, with their custom fields.
- Conversations
- Emails, calls, meetings and notes, on every record they belong to.
- Pipelines
- Each stage lands on your pipeline, with its original name kept beside it.
- Owners
- Matched to your teammates by email, so every record keeps its owner.
- Files
- Attachments come across once and stay linked to their records.
- The report
- Anything with no home here is listed, so a gap is a decision, not a surprise.
You approve the plan.
The agents move it.
- 01
Connect
Give the agents read-only access to your old CRM. Nothing there changes.
- 02
Map
They read every object, field, stage and owner, and draw up the plan.
- 03
Approve
You check the plan and say go. Nothing moves until you do.
- 04
Move
They copy it all across, pick up where they left off if your old CRM slows them down, and send you the report.
for the whole move.
The move is on us.
- No migration fee
- No consultants or services contract
- No credits spent on the move itself
AI work on what comes across afterwards, such as enrichment and email summaries, uses credits as usual.
Bring your CRM. We’ll do the lifting.
Start a free trial, connect your old CRM and approve the plan. The agents take it from there.