Migration Guide
Salesforce is the default — but default doesn't mean right. Per-seat pricing, admin overhead, and a platform that requires consultants for every change. Intuidy AIPI builds a custom CRM that fits your exact sales process — with AI agents, automation, and no per-seat fees.
Why Migrate
Per-seat pricing that gets expensive as your team grows
Need a certified Salesforce admin ($150K+/yr) to make changes
Data is trapped — extracting reports requires SOQL skills
AppExchange add-ons add cost and complexity for basic features
Your sales process has been forced into Salesforce's model
Integration with your ERP, accounting, and ops tools is fragile
The Process
We map your actual sales process — not Salesforce's version of it. Pipeline stages, lead routing, quoting, forecasting, and everything your team does day-to-day.
AIPI generates a CRM backend with your exact pipeline, AI-powered lead scoring, automated follow-ups, custom dashboards, and integrations with your entire stack. No compromises.
All contacts, accounts, opportunities, activities, and custom objects migrated into your user-owned database. Relationships preserved, history intact.
Both systems run side-by-side. Your sales team validates deal data, reporting, and workflows before the full cutover.
Your custom CRM goes live. Add unlimited users with no per-seat fees. AI agents handle lead scoring and follow-ups automatically.
What You Keep
Typical Timeline
4–6 weeks
From first call to fully operational. Your existing system stays live until you're ready to cut over.
Tell us what you're running today. We'll map out a migration plan and show you what your custom system looks like — in a live demo.