Switching from another CRM?
We migrate your data
Moving off another CRM or a pile of spreadsheets takes an afternoon, not a consulting project. You send the export, we map it with you and run the first import, and your team works deals the same day. Introductory offer: $0 setup and free migration from your current CRM.
Plans from
$69/ user / month
Billed monthly, or less billed annually. No seat minimum.
- Setup fee
- $0 (introductory offer)
- Data migration
- Free (introductory offer)
Introductory offer, for a limited time.
- We import your data from your current CRM or spreadsheets.
- Month to month. Export your data any time.
How it works
- 1
Send us your export
A CSV or Excel export from your current CRM, or the spreadsheets you run on today. One file for leads, one for lenders if you have it.
- 2
We map it with you
Every column is matched to a field once and saved as a preset, so the next file imports with one click. Duplicates are skipped and reported.
- 3
Check the result
Spot-check a sample of leads and lenders, fix anything the mapping missed and re-run. Nothing is final until you say so.
- 4
Invite your team
Add closers, processors and managers with the right roles. Agents see only their own deals unless you open that up.
- 5
Run both for a week
Most shops keep the old system open read-only for a week, then switch over for good.
What comes across
- Leads, or merchants with their primary owner
- Business, owner and funding details: revenue, requested amount, credit, positions, time in business
- A lead source and rep assignment per file, including round robin
- Lenders from their own file
- Any other column, kept as extra data
What usually stays in the old system
- Uploaded documents and signed contracts
- E-sign and email history
- Servicing, ACH and syndication ledgers
Switching questions
Can I move over from my current CRM or a spreadsheet?
Yes, and we do it with you. Send us a CSV or Excel export, we map each column to a field once (saved as a preset), skip duplicates and import your lenders from their own file.
What comes across in a migration?
Leads with their business and owner details, your lenders from their own file, and any other column, kept with the lead as extra data. Documents, signed contracts and servicing history usually stay in the old system for reference.
How long does it take to switch?
Most of the work is one export and one mapping session. Teams usually run both systems side by side for a week, then switch over.
How do I get started?
Tell us a few details about your shop on the get started page. We set up your workspace, import your data with you and send your sign-in; your team can work deals the same day.
Bring your data. Keep your week.
Tell us about your shop. We set up your workspace and import your data from your current CRM.