Switch to a CRM you own
Already paying per seat somewhere? These guides walk through exactly what carries over, how the CSV import works, and the order to do it in so nothing breaks.
Switch from HubSpot
How to switch from HubSpot to Nanobox CRM
A step-by-step guide to migrating off HubSpot. Export your contacts, companies, and deals to CSV from each object's records page and import them into a CRM you own outright.
Switch from Pipedrive
How to switch from Pipedrive to Nanobox CRM
A clear guide to migrating off Pipedrive. Export your deals, organizations, and people to CSV from the admin export tool and import them into a CRM you own outright.
Switch from Salesforce
How to switch from Salesforce to Nanobox CRM
A practical, honest guide to migrating off Salesforce. Export your Accounts, Contacts, and Opportunities to CSV with the Data Export tool and import them into a CRM you own.
Switch from Zoho CRM
How to switch from Zoho CRM to Nanobox CRM
A practical guide to migrating off Zoho CRM. Export your Contacts, Accounts, and Deals to CSV per module (or take a full Data Backup) and import them into a CRM you own outright.