How to Migrate
from Your Existing CRM
to Sellify

Moving to a new CRM can feel daunting — but with Sellify, it doesn’t have to be. This short guide is designed to walk you through the key steps of migrating from your current CRM to Sellify with clarity and confidence.

We’ll cover everything from importing your data to setting up your workflows and getting your team up to speed. And if you ever have questions along the way, we’re here for you. You can always book an Onboarding Call with a Sellify expert who will guide you through setup and ensure you’re set up for success.

The biggest concern when migrating to a new system is how do I transfer my existing data. Sellify gives you a few options to import your core data efficiently.

In addition to importing data into the system you’ll also want to set Sellify up with the correct users, roles and configuration options for your business.

Sellify provides a guided onboarding experience to support new users which you’ll see when you first login.

You can learn more about new account setup in our Onboarding Guide.

While many of our users tell us Sellify is the simplest CRM they’ve ever used — we still recommend taking advantage of our training resources to get the most out of the platform.

We offer a range of support options to fit your needs, including:

• 24/7 Support for quick questions and troubleshooting
• Dedicated Training Sessions with a Sellify expert tailored to your team
• Guided Onboarding Emails introducing your personal Sellify guide and account manager whose goal is growing your sales with Sellify

As soon as you sign up, you’ll receive a welcome email with everything you need to get started — including how to schedule training and an introduction to your dedicated Sellify guide.