CRM EXIT KIT · FREE FILE REVIEW
Leave your CRM.
Keep your bearings.
Before you cancel, see what your export holds—and what the next CRM would leave behind.
Review my exportYour files are read on this device. No account connection or upload.
01 / TAKE STOCK
Count what you have.
Check the contacts, companies and deals in the files you choose. Missing records are never filled in.
02 / CHECK THE CONNECTIONS
Find the loose ends.
Spot duplicate contacts, deals without a contact or company, and dates or amounts that need your answer.
03 / KNOW WHAT MOVES
See every field’s destination.
Review the mapping column by column, including fields that would be left out of your import.
A clear view before the move.
Start with supported HubSpot, Pipedrive or Zoho CSV exports. Review for HubSpot, Pipedrive or a portable CSV. Up to 12 files, 5 MiB combined and 5,000 records.
Notes, activities and owners use a separate preparation format shown in the preview. This review does not recover attachments, signed documents or records you did not supply.
The review is free and stays on your device.
When the review looks right, prepare import files for $49.00, or add an offline archive of the supplied records for $149.00. Review the mappings and omissions before you pay.