CRM migration doesn't have to be a nightmare.
Move your entire sales operation to Bolt in minutes. Your data, contacts, and history come with you effortlessly.
The easiest migration path in the industry
The biggest fear businesses have when adopting a new system is the migration process. Nobody wants to lose historical data, experience operational downtime, or pay expensive consultants.
Bolt is engineered to make CRM migration incredibly simple. We understand that your data is your most valuable asset, and our tools are designed to treat it with extreme care while moving it rapidly.
Smart CSV Mapping
Whether you are moving from a legacy enterprise system or a homegrown database, almost every tool can export to a CSV file. But importing that CSV is usually a headache of misaligned columns.
Bolt features an intelligent data mapper. Simply upload your CSV, and our system automatically detects names, emails, phone numbers, and deal values, mapping them to the correct fields in seconds.
Cleanse data as you migrate
Migration is the perfect time to clean house. If you import garbage data into a new system, you will get garbage results.
During the migration process, Bolt helps you identify and merge duplicate contacts, standardize phone number formats, and flag incomplete records, ensuring you start fresh with pristine data.
A complete ecosystem built for the way you work.
All the features your team needs. Designed to be used without a training course.
Leads
Capture and manage every opportunity from first contact to close.
Contacts
Keep customer information, notes and history organized in one place.
Pipeline
See exactly where every deal stands across your custom stages.
Tasks
Create tasks, set due dates and make sure nothing falls through the cracks.
Activities
Calls, meetings, notes and interactions logged in a complete timeline.
Reports
Understand team performance, conversion rates and pipeline health.
Teams
Assign leads, manage ownership and track activity across your entire team.
Custom Fields
Make Bolt fit the way your business works, not the other way around.
Everything your sales team needs. Nothing they don't.
Bring leads from wherever they come from.
Capture leads from forms, WhatsApp, referrals, calls or manual entry. Everything lands in one place.
- Web forms
- Manual entry
- Team import
- API ready
Leads captured today
You've already built a sales system. It's just trapped in spreadsheets.
Spreadsheets are great when you're starting. Bolt is what you move to when the business starts growing.
Common questions
Everything you need to know about Bolt CRM.
How long does a typical migration take?
For most small to medium businesses migrating via CSV, the technical data import takes less than 15 minutes. You can literally switch systems during your lunch break.
Will I lose my historical notes?
No, as long as your previous system can export notes into a CSV column, Bolt will map them directly to the contact's timeline.
Can I undo an import if I make a mistake?
Yes, Bolt allows you to easily revert recent imports if you realize you mapped a column incorrectly.
Stop adapting to software.
Let us build yours.
Whether it's a bespoke CRM, an LMS portal, or a custom e-commerce engine—we build the systems that drive your business forward.