Switching CRMs? We'll do the heavy lifting.
You decide to switch. We migrate your data and set up your account - so your team logs in to a CRM that already works.
You decide to switch. We handle the rest.
From your first call to your team's first login, the move is on us.
We migrate your data
Show us the CRM or spreadsheets you use today - one call is usually enough. We move your leads, clients, notes, files, and full history into Artilo, cleanly, with nothing left behind.
- Leads, clients, notes, and files
- Full history preserved
- No clean-up work on your side
We set up your account
While your team keeps working as normal, we configure Artilo around how you actually sell - custom fields, statuses, roles, and pipelines are all in place before anyone logs in.
- Custom fields and statuses to match your process
- Roles and permissions for every team member
- Pipelines that mirror how you sell
Your team goes live
You log in to a CRM that already works. Your reps start on day one - no rebuild, no data entry, no downtime - and we stay on hand for anything you need after the switch.
- Everything in place on day one
- No downtime during the move
- We stay on hand after launch
Ready to switch? Let us handle the move.
Tell us about your current setup and we'll take it from there.
Talk to us