Move your CRM data without the mess.
Import a clean CSV yourself or send the export to our team. Contacts, notes, tags, reminders, and relationship history come with you.
Bring your history with you
Pick your import path
Upload your own data when the CSV is ready, or let our team handle the file and instructions. Both paths start inside Settings.
Upload a clean CSV
Drop in a CSV and review supported fields before import: name, phone, email, address, birthday, notes, and relationships.
Use free concierge migration
If the export is messy, send the file and tell us how to handle it. We add groups, labels, tasks, and check duplicates by email.
What we help preserve
Contacts
Names, phones, emails, addresses, lead type, and source.
Relationship context
Notes, family details, showing feedback, preferences, and tags.
Follow-up rhythm
Tasks, reminders, birthdays, closing dates, and housiversaries when your export includes them.
Cleanup decisions
Duplicates, stale columns, and old labels that need manual review.