Migration guides

A clear path from your current CRM to SMBcrm. Choose your platform and work through the move, one step at a time.

Start with your CRM

Choose a migration guide.

Use the direct importer, review your records, and rebuild the processes your team relies on.

Review lists, sending restrictions, automation behavior, and deliverability before cutover.

Separate exportable records from automations, payments, and connections that need rebuilding.

Map clients, jobs, and quotes, and decide which field-service processes need to stay in a specialist tool.

Start with a record inventory and one workflow to test. A data import does not recreate every automation, integration, or payment relationship.