SSalesCrew

Switch to SalesCrew from any CRM

Contacts, companies, deals, notes and tasks come across from a CSV export, email history through your mailbox, and an import completes within 7 business days.

An admin approves every new account by hand. Nothing is created until then. We reply by email; no newsletter, no sequence.

  • Five record types from one CSV export
  • 90 days of email history on first sync
  • Migration help on every tier
app.salescrew.io/deals
Pipeline with weighted forecast and stage breakdown

What a migration brings across

A SalesCrew migration moves five record types out of your old CRM: contacts, companies, deals, notes and tasks. Each one starts as a CSV export from the system you're leaving. The contacts file goes into the Data Bank. You map its columns once, and every row keeps the tag of the batch it arrived in. Companies, deals, notes and tasks are created against those contacts through the same MCP tools the app runs on. A migrated deal sits in your pipeline exactly as one you created by hand.

Email history takes a different route, and a better one. You connect each mailbox over IMAP, and the first sync backfills the last 90 days of threads from the INBOX folder. Replies keep their sender and their place in the conversation. New mail lands in the same thread from day one. Migration help is included on every tier, and a standard import completes within 7 business days. After that, a full export of your own database is yours at any time.

How a migration runs

Four steps, in the order they happen. You own the export; we'll do the import with you.

  1. 1

    Export from your old CRM

    Export contacts, companies, deals, notes and tasks as CSV files. Every guide below shows where that export lives in the CRM you're leaving and which columns to keep.

  2. 2

    Import contacts into the Data Bank

    Upload the contacts file, map its columns and tag the batch. Rows are matched on email address: an existing contact is filled in where it has gaps and never overwritten. Every import leaves an audit row.

  3. 3

    Create companies, deals, notes and tasks

    The remaining files load through the MCP tools contact_create, company_create, deal_create, note_add and task_create. Each record lands with the same effect as creating it in the app.

  4. 4

    Connect your mailboxes

    Connect Gmail, Outlook or cPanel mail over IMAP and SMTP. The first sync backfills the last 90 days of threads, and everything you send from then on stays in one place.

What comes across, and how

Scope of a standard migration on every SalesCrew tier.

Record typeSourceHow it lands in SalesCrew
ContactsCSV exportData Bank import: columns mapped, matched on email, filled in and never overwritten, batch-tagged with an audit row
CompaniesCSV exportCreated with company_create and linked to their contacts
DealsCSV exportCreated with deal_create into the pipeline and stages you configure
NotesCSV exportAdded to the matching contact or deal with note_add
TasksCSV exportCreated with task_create against the matching record
Email historyYour mailbox over IMAPLast 90 days of INBOX threads backfilled on the first sync; the per-mailbox history window is configurable

Migration help is included on every tier. A standard import completes within 7 business days.

Your data stays yours after the move

Every SalesCrew client runs in their own database, and a full export is one action away at any time. You can check that before you commit: the export guide walks through exactly what comes out and in which format.

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