Leave Salesforce.Bring everything.
Clone CRM's importer brings over the structure, not just the rows: record types, picklists, custom fields, cases, activity and history. Re-run it until the day you switch.
Records
Leads, accounts, contacts, opportunities and contact roles, campaigns and members, cases and case comments.
Activity
Tasks, events and emails become calls, meetings, emails and tasks, linked to the right people, deals and cases.
Structure
Record types, picklist values and custom fields recreated for your organization, each record type's values scoped from how you used them.
History
Stage, amount, close date and case status changes keep their original dates and authors.
Load. Look. Refresh. Switch.
- LoadWe import your Salesforce: records, activity, structure and history.
- Look aroundYour team explores Clone CRM with their own data.
- RefreshRe-run the import as often as you like. Matched on Salesforce IDs.
- SwitchPick the day. Owners are matched by email, and your Clones take over.
We did it to ourselves.
Before we offered it to anyone, we moved our own company's Salesforce into Clone CRM: more than 467,000 records, every record type, 95 custom fields and years of activity and history.
The dashboards showed our real history on day one. Yours will too.
Switching: questions, answered.
What comes over from Salesforce?
Leads, accounts, contacts, opportunities and contact roles, campaigns and members, cases and case comments, tasks, events and emails, plus your record types, picklist values, custom fields and field history.
Can we try it before we switch?
Yes. Imports are re-runnable and matched on Salesforce IDs, so you can load, look around, refresh and switch on the day your team is ready.
Do we lose our history?
No. Stage, amount, close date and case status changes keep their original dates and authors, so the dashboards show your real history from day one.
We're not on Salesforce. Can we still move?
The importer was built on a real Salesforce migration. If you're on another CRM or spreadsheets, book a demo and we'll walk through your data with you.
Your data, your history. Your Clones in charge.
Book a demo and we'll walk through your Salesforce move with you.