Migrate your Atollon Lagoon CRM data
Central European all-in-one CRM with bundled projects, service, and finance modules targeting mid-sized professional services firms with tiered active-user pricing.
In its favor
Why people choose Atollon Lagoon CRM
The signal that keeps Atollon Lagoon CRM on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Integrated CRM, projects, service, and finance in a single application appeals to mid-sized professional services firms that want to consolidate multiple tools.
Bundled communication tools (team email, SMS, phone) avoid the need for third-party integrations for basic outreach and follow-up.
Active-user pricing means customers pay only for users who genuinely use the system, regardless of total headcount — attractive to firms with seasonal or part-time staff.
Project templates for Contracts, Business cases, Service contracts, and Consultations let professional services teams standardise delivery without manual reconfiguration.
The platform combines a CRM with ERP integration at the Advanced tier, giving firms a single data source for sales through to financial reporting.
Very limited public API documentation means customers needing deep integrations or data portability hit a wall and look for alternatives with better developer resources.
The platform has stronger market presence in Czech and Central European markets; English-language support resources and documentation are thin for international teams.
With only three verified G2 reviews, independent signal on long-term reliability and feature trajectory is sparse — some buyers seek more validated platforms.
Organizations that grow beyond mid-market requirements often find the platform's feature set less extensible than global CRM leaders like Salesforce or HubSpot.
Limited third-party app marketplace compared to established CRMs means teams needing niche tools (specialised enrichment, advanced analytics) migrate elsewhere.
Reasons to switch
Why people leave Atollon Lagoon CRM
The recurring reasons buyers give for replacing Atollon Lagoon CRM. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Atollon Lagoon CRM fits
Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.
SWOT — strengths, weaknesses, and use-case fit
Strengths
Weaknesses
Where it works
Where it struggles
Pricing tiers
Atollon Lagoon CRM pricing overview
Pricing is based on active-user count rather than named seats, with three tiers (Basic, Advanced, Ultimate) starting at EUR 360/month for 18 active users. The model bills only users who actively access the system, with no penalty for having more named employees than licensed active users.
Basic
Tier 1 of 2
EUR 360/month for 18 active users (10 Core, 5 Standard, 3 Professional profiles)
What's included
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Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on Atollon Lagoon CRM's schedule — see our quote-based pricing →
What gets migrated
Atollon Lagoon CRM object support
Object-by-object support for Atollon Lagoon CRM migrations. Per-pair details surface during scoping.
Folders (Contacts)
Mapping requiredAtollon organises individual contacts as Folders within the Firm database. Folders can be classified as client, potential client, partner, or other custom columns. We map Folder records to Contacts, preserving the classification tag as a custom Contact property.
Firms (Companies)
Mapping requiredFirms are the company-level records in Atollon's firm database. A Firm can be a client, potential client, or partner. We map Firms to Companies/Accounts and carry forward any custom classification columns.
Projects
Mapping requiredProjects span multiple subtypes: Contracts, Business cases, Service contracts, and Consultation/implementation projects. Each project type can use templates with pre-filled specs. We map Projects 1:1 and preserve subtype, template origin, and any custom form data attached to the project.
Activities
Fully supportedActivities track engagement records (calls, emails, meetings) linked to Folders or Firms. They support team email, SMS, and phone integration. We migrate Activities with their timestamp, type, owner, and linked entity reference.
Milestones
Mapping requiredMilestones track timeline checkpoints within Projects or Activities. They may carry custom form data. We map Milestones preserving their order, due date, and any custom field values.
Custom Forms
Mapping requiredAdministrators can attach custom forms to Folders, Simple Folders, Projects, Activities, and Milestones via formID and context. Formvalues are stored separately and linked by formvalue ID. We parse formvalue records against the form schema to extract field-level values and land them as custom properties in the destination.
Service Support Records
Mapping requiredService and support module manages ticket-like records. We map these to Tickets or Cases in the destination CRM, preserving status, priority, assigned agent, and linked Firm/Project references.
Invoices and Billing Records
Mapping requiredBilling and finance module generates invoices linked to Projects or Firms. We map invoice header data, line items, amounts, and status. Detailed financial history migration depends on the destination's invoice object schema.
Workflow Automations
Not in this platformWorkflow Automation is an Advanced-tier feature that sequences business process steps. The platform does not expose automation logic via its public API. We do not migrate automation rules; these must be manually rebuilt in the destination system.
Campaign Records
Mapping requiredCampaign management is available on the Ultimate tier. We map campaign-level records including name, status, and linked targets, but marketing automation actions require reconstruction in the destination.
| Object | Support | Notes |
|---|---|---|
| Folders (Contacts) | Mapping required | Atollon organises individual contacts as Folders within the Firm database. Folders can be classified as client, potential client, partner, or other custom columns. We map Folder records to Contacts, preserving the classification tag as a custom Contact property. |
| Firms (Companies) | Mapping required | Firms are the company-level records in Atollon's firm database. A Firm can be a client, potential client, or partner. We map Firms to Companies/Accounts and carry forward any custom classification columns. |
| Projects | Mapping required | Projects span multiple subtypes: Contracts, Business cases, Service contracts, and Consultation/implementation projects. Each project type can use templates with pre-filled specs. We map Projects 1:1 and preserve subtype, template origin, and any custom form data attached to the project. |
| Activities | Fully supported | Activities track engagement records (calls, emails, meetings) linked to Folders or Firms. They support team email, SMS, and phone integration. We migrate Activities with their timestamp, type, owner, and linked entity reference. |
| Milestones | Mapping required | Milestones track timeline checkpoints within Projects or Activities. They may carry custom form data. We map Milestones preserving their order, due date, and any custom field values. |
| Custom Forms | Mapping required | Administrators can attach custom forms to Folders, Simple Folders, Projects, Activities, and Milestones via formID and context. Formvalues are stored separately and linked by formvalue ID. We parse formvalue records against the form schema to extract field-level values and land them as custom properties in the destination. |
| Service Support Records | Mapping required | Service and support module manages ticket-like records. We map these to Tickets or Cases in the destination CRM, preserving status, priority, assigned agent, and linked Firm/Project references. |
| Invoices and Billing Records | Mapping required | Billing and finance module generates invoices linked to Projects or Firms. We map invoice header data, line items, amounts, and status. Detailed financial history migration depends on the destination's invoice object schema. |
| Workflow Automations | Not in this platform | Workflow Automation is an Advanced-tier feature that sequences business process steps. The platform does not expose automation logic via its public API. We do not migrate automation rules; these must be manually rebuilt in the destination system. |
| Campaign Records | Mapping required | Campaign management is available on the Ultimate tier. We map campaign-level records including name, status, and linked targets, but marketing automation actions require reconstruction in the destination. |
Gotchas
What to watch for in Atollon Lagoon CRM migrations
Issues we've hit on past Atollon Lagoon CRM migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
Active-user billing scoping on import
No publicly documented API for programmatic export
Custom form data requires formvalue-level parsing
Project templates and subtypes need subtype-aware mapping
Workflow Automations are tier-gated and non-portable
| Severity | Issue |
|---|---|
| High | Active-user billing scoping on import |
| High | No publicly documented API for programmatic export |
| Medium | Custom form data requires formvalue-level parsing |
| Medium | Project templates and subtypes need subtype-aware mapping |
| Low | Workflow Automations are tier-gated and non-portable |
Leaving Atollon Lagoon CRM?
Where Atollon Lagoon CRM customers move next
12 destinations Atollon Lagoon CRM can migrate to.
How a Atollon Lagoon CRM migration works
Four steps, Atollon Lagoon CRM-specific
Connect
Not publicly documented into Atollon Lagoon CRM. Scopes limited to read-only on the data we move.
Map
We translate Atollon Lagoon CRM-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Atollon Lagoon CRM quirks before production.
Migrate
Full migration with Atollon Lagoon CRM rate-limit handling. Rollback available throughout.
FAQ
Atollon Lagoon CRM migration FAQ
Answers to the questions buyers ask most during Atollon Lagoon CRM migration scoping. Not seeing yours? Book a call.
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Migrate Atollon Lagoon CRM.
Without the rebuild.
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