Switching CRMs
Bring the CSV. We'll do the rest, live.
The scariest part of leaving a CRM is your pipeline. So we made it the first thing you see: export your data, bring it to the demo, and watch your own jobs land on a Vlaag board in front of you.
How the import works
- 1 · Export. AccuLynx and JobNimbus both export your jobs/contacts to CSV. Renamed columns are fine. The import auto-detects formats by header, not position.
- 2 · Preview first. You see counts, stages, and sample rows before anything is written. Nothing imports until you commit.
- 3 · Jobs land at the right stage. Signed-or-later statuses become jobs at the mapped stage. Lost deals stay leads. The import never invents pipeline progress.
- 4 · Everything else becomes leads. Prospects, dead statuses, unknowns: all kept, searchable, workable.
- 5 · Safe to re-run. The import is idempotent and non-destructive: existing records are skipped, never overwritten.
When to time it
Most teams switch at their CRM's renewal. Tell us your renewal month at demo booking and we'll plan the cutover backwards from it: data in, team onboarded, zero dead days.
Bring your CSV and watch your pipeline load live.
15 minutes, live data, no pitch deck. We pull up the most recent qualifying storm in your service area and walk it end to end.