CRM
Move in without retyping, and keep duplicates out for good.
Import your customers from HubSpot, Salesforce or a spreadsheet, merge the duplicates you already have, and restore anything deleted by mistake.
Why it matters
Changing systems usually means weeks of copying and pasting, a pile of duplicates, and a nagging worry that something was lost on the way. Old data rarely matches the new fields, contacts get welcome emails they never asked for, and one wrong click can wipe out a customer's history.
Switching and clean-up in detail
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Import with a preview
Bring in companies, contacts and deals. Column matching is guessed from your headers, and the Preview shows what will happen in exact numbers.
- HubSpot through a private-app token, kept encrypted
- CSV, TSV or XLSX from any system
- Industries are matched to your industry list
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Re-imports that respect your edits
A record the import created before is updated; a record someone has edited since only has its blanks filled.
- Clients are matched by email and never turned into a different user
- Deal stages map to Won, Lost or your open stages
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Undo an import
Undo removes what a run created and lists anything it kept because someone edited it, added notes or used it since.
- A running import can be stopped and resumed
- Imports send no email and start no workflows
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Merge records and restore deletions
Merge duplicate clients or companies after checking a preview, and bring back anything deleted within 30 days.
- The record you keep survives and fills its missing details from the other
- Recently deleted lists clients, companies, leads and prospects with Restore
Questions
Will importing create duplicates of customers I already have?
No. Records the same source created before are updated, people are matched by email or name, and a matched record only has its blank fields filled.
Will my contacts get emails during the import?
No. An import sends no email and starts no workflows.
Can I undo a merge?
A merge combines the records for good, so you check the preview first. The record you choose to keep is the one that survives; the other is archived.
More about CRM
- Leads and conversion
Leads hold the people you are still talking to: where they came from, who owns them, what was said and what happens next. When they are ready, one action gives them a client account.
- Companies and people
A company record holds the organization your contacts work for: its people, billing details, service plan, transactions and history, under a permanent identity that survives renames and merges.
- CRM overview
See CRM running on your own data.
Every module runs on CRM-NextGen Cloud: we set it up and run it for you. Beta members get the first invites and hear pricing first.