Free and fast migration

Moving to Freshsales is made easy, free and fast with our enhanced one-click data migration capabilities. We support migrations from Salesforce, Pipedrive, Insightly, Zoho CRM, and SalesforceIQ. Select your CRM, upload your file and start migrating. If you’re using a sales CRM that’s not listed, import your data using the CSV Import option.

CRM Data Migration

Supported Modules

Move your data to your Freshsales account without limitations. From contacts to notes, import both default and custom fields from your old CRM. Our static mapping makes matching fields to relevant entities in Freshsales easy and without any manual effort.

Supported Modules for Data Migration

No room for data loss

Don’t worry about losing data during migration. Get a detailed validation report summarizing the outcome of the migration, and an error log report on records that failed to migrate. Identify errors, fix them and upload to Freshsales. This guarantees that you don’t lose records, and every piece of data captured in your sales CRM is reliable. What next? Just start selling.

Secure Data Migration

Do all of this and more with your sales CRM

Share and export reports

Share reports and dashboards with your team. You can also export them as PDF or CSV files.

Territory reports

Know which territories are meeting targets and which ones have potential business opportunities.

Pipeline reports

Track the progress of each deal. Identify bottlenecks and work towards addressing them.

Out-of-box reporting

Trying to figure out how to create a report? Use our sample reports to get started.

Preview reports

Before you run the sales report, verify the data and see how it is represented. You can also add field columns on the fly.

Sales metrics

Generate reports on key sales metrics like conversion rate, time to contact a lead, and email open rate.

What our happy customers say