Export your data from the old CRM as CSV and import contacts, companies, leads and deals into 4softcrm with field mapping and deduplication.
The biggest fear when switching CRMs is losing data. Moving to 4softcrm works the same way from any tool: you export contacts, companies, leads and deals from HubSpot, Pipedrive, Salesforce, Zoho or a spreadsheet as CSV files, then import them into 4softcrm. On import you map each column to a 4softcrm field (including custom fields), choose how duplicates are detected — by email, by name or by VAT number — and whether duplicates are skipped or updated. There are no direct connectors to other CRMs; CSV is the bridge, and you keep control over every column.
Most CRMs let you export data as CSV. In 4softcrm you can import contacts, companies, leads and deals, each with its standard fields and the custom fields you created. Bring companies first and then contacts and deals, so the links between them can be matched. Notes and activity history depend on what the old tool exports; whatever does not fit a field can be kept in a custom field.
All four tools — and almost any other CRM or a spreadsheet — offer a CSV export. The route into 4softcrm is the same for each: export the records, open the import, map the columns to 4softcrm fields and run it. There are no dedicated connectors to these products; the CSV import with mapping is what makes the move work regardless of the source.
Data from an old CRM is almost always dirty: duplicate contacts, companies spelled several ways, empty fields. On import, 4softcrm detects duplicates by email (contacts, leads), by name or by VAT number (companies), and you decide whether duplicates are skipped or updated. Clean the file before importing and start the new CRM with a tidy database.
Moving to 4softcrm gives you a visual pipeline with rotting deals, rule-based lead scoring and automations, numbered quote documents and reports, in plans priced by team size (5, 25, 50 or 100 users). Data is hosted in the EU, GDPR-compliant, and the CRM is part of the 4b2b ecosystem — messages through 4notify, invoices through 4invoices.
From any tool that exports CSV — HubSpot, Pipedrive, Salesforce, Zoho or a spreadsheet. The import uses CSV files with column mapping; there are no direct connectors to other CRMs.
Contacts, companies, leads and deals, with their standard fields and your custom fields. Other information depends on what the source tool exports.
Yes. Create your pipeline and stages in 4softcrm first, then map the stage column from the CSV, so the deals land in the right place.
On import you choose the matching key — email, name or VAT number — and whether duplicates are skipped or updated, so the database starts clean.
In the European Union, GDPR-compliant. Everything you import into 4softcrm is hosted in the EU.
You can run the CSV import as often as needed. For automatic transfers, your systems can create records through the API with API keys.
Export from your old CRM, map the columns, deduplicate and start working in the new pipeline.
