CRM
Connect your old tool, choose what to bring over, follow progress in real time. Contacts, companies, opportunities, tasks and templates arrive deduplicated and ready to use.
No credit card required
How it works
Connect your account (OAuth for Brevo and HubSpot, API key for Efficy), check the available volumes, launch. The import runs as a background job with a progress bar — and deduplication by original identifier avoids duplicates even if you run it again.
Countries are normalized, consents carried over based on their source, lists rebuilt, email templates converted into the block editor. You're not starting from scratch: you're starting from your data, better organized.
Go further
The entire customer relationship on a single record: activities, deals, exchanges.
DiscoverYour business applications, with no development: properties, case files, contracts, with segments and automations.
DiscoverLiving lists that follow your data in real time.
DiscoverUse cases
Detailed scenarios with figures, where this hub plays a central role: the starting situation, what gets put in place, what it shifts.
4,200 policies, 11 staff, and 9% of cancellations nobody saw coming.
Discover Local government19 municipalities, one front door for residents.
Discover Housing12,000 homes, and a complaint that no longer vanishes between caretaker and contractor.
DiscoverFAQ
From Brevo and HubSpot: contacts, companies, opportunities, tasks, lists and email templates. From Efficy: contacts and companies. For everything else, the universal CSV import with column mapping does the job.
The import is asynchronous: it runs as a background job in batches, without overloading your browser or the platform, with a progress bar. You can keep working while it runs.
Every imported record keeps its original identifier: rerunning an import updates instead of duplicating. And the CRM's duplicate-merging tool cleans up what's already there.
Yes, and it is recommended: import, check, run both in parallel for a few days, then switch off. Nothing in the pricing model pushes you to cut over before you are comfortable.
Everything goes through an asynchronous import worker: you start it, you watch progress, and you keep working. That is what makes large volumes possible without blocking the service.
Yes: the Calendly connector imports the user, the event types with their locations, the availability schedules and the events. Your appointment types do not have to be rebuilt by hand.
Another question? Write to us — a human will answer.
Create your free account in two minutes: CRM, telephony, marketing, appointments and customer service — all in one place, with AI built in.
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