Migrate your Basic Online CRM data
Lightweight web-based CRM targeting micro-businesses and solopreneurs with zero-install simplicity. It prioritises immediate usability over depth, making it a staging platform people outgrow rather than a long-term home.
In its favor
Why people choose Basic Online CRM
The signal that keeps Basic Online CRM on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
UK-hosted in a Midlands data centre — Basic Online appeals to UK and EU buyers who want their CRM data resident in the United Kingdom for data sovereignty or simple geographic preference, hosted by Basic Business Systems Ltd in Nottingham.
Integrated suite via one login — CRM is bundled with the vendor's HelpDesk/ServiceDesk, Asset Management, Project Management, HR, expenses, and timesheets apps under a single sign-on, so small businesses can consolidate multiple tools with one supplier.
Browser-only with no install — the application runs on any device with a browser including mobile, removing IT setup and giving immediate access from office, home, or remote locations.
Tailored bespoke pricing — instead of generic per-user tiers, Basic Online quotes individually based on requirements, which works for buyers who want to negotiate scope rather than fit into off-the-shelf seat counts.
Centralised customer record with activity history — the CRM is designed to capture all contact admin and activity in one place, which works well for service businesses wanting a low-friction record of every customer interaction.
No published pricing creates procurement friction — buyers comparing against HubSpot Free, Pipedrive, or Zoho cannot self-serve evaluate cost and must initiate a sales conversation just to get a ball-park figure.
Limited public review footprint — Basic Online has minimal presence on G2, Capterra, or independent comparison sites, which makes diligence difficult for buyers who rely on peer reviews.
Suite breadth comes at the cost of depth — the CRM trades feature depth (automation, AI scoring, advanced reporting) for tight integration with the vendor's other apps, so teams that need pipeline analytics or workflow rules outgrow it.
Small-vendor risk — Basic Business Systems Ltd is a UK SMB software house rather than a global CRM platform, which raises continuity questions for organisations standardising on a long-term system of record.
Niche geographical and customer-segment fit — the product is positioned for UK SMBs in service industries; buyers needing native multi-currency, multi-region tax, or large user counts move to broader platforms like HubSpot or Zoho.
Reasons to switch
Why people leave Basic Online CRM
The recurring reasons buyers give for replacing Basic Online CRM. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Basic Online 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
Basic Online CRM pricing overview
Pricing follows a per-seat model from $0 to $29/user/month on published tiers, with Enterprise requiring a custom quote. API access is gated behind the Enterprise tier, which determines whether migration can use direct API extraction or must rely on CSV downloads.
Free
Tier 1 of 4
$0/month
What's included
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Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on Basic Online CRM's schedule — see our quote-based pricing →
What gets migrated
Basic Online CRM object support
Object-by-object support for Basic Online CRM migrations. Per-pair details surface during scoping.
Contacts
Fully supportedBasic Online CRM's core record type. We map name, email, phone, and address fields 1:1. Any non-standard fields land as custom properties in the destination.
Companies
Fully supportedCompanies are a flat list without subsidiaries or hierarchies. We import by name match and flag duplicates where the same company name appears multiple times.
Deals
Mapping requiredDeals link to Contacts and Companies by internal ID rather than email or name. We resolve these references during scoping and recreate associations in the destination by matching Contact/Company names.
Notes
Mapping requiredNotes are free-text and untyped. We migrate them as plain-text Activity entries or custom notes objects in the destination, losing any timestamps that were not explicitly set.
Activities/Tasks
Mapping requiredIf the instance has task records, they are simple title-and-status items with no due-date enforcement. We migrate them as Tasks but flag the absence of assignee fields.
Custom Fields
Mapping requiredCustom fields exist but are not typed (all stored as strings). We migrate them as-is and ask customers to confirm intended data types before schema creation in the destination.
Attachments
Not in this platformBasic Online CRM does not store file attachments natively. We flag that any documents linked in notes or descriptions will not migrate and must be re-uploaded manually.
Users/Owners
Mapping requiredThe platform has a basic user concept but no explicit owner assignment on records. We ask customers which Contact should be assigned as Owner in the destination CRM.
| Object | Support | Notes |
|---|---|---|
| Contacts | Fully supported | Basic Online CRM's core record type. We map name, email, phone, and address fields 1:1. Any non-standard fields land as custom properties in the destination. |
| Companies | Fully supported | Companies are a flat list without subsidiaries or hierarchies. We import by name match and flag duplicates where the same company name appears multiple times. |
| Deals | Mapping required | Deals link to Contacts and Companies by internal ID rather than email or name. We resolve these references during scoping and recreate associations in the destination by matching Contact/Company names. |
| Notes | Mapping required | Notes are free-text and untyped. We migrate them as plain-text Activity entries or custom notes objects in the destination, losing any timestamps that were not explicitly set. |
| Activities/Tasks | Mapping required | If the instance has task records, they are simple title-and-status items with no due-date enforcement. We migrate them as Tasks but flag the absence of assignee fields. |
| Custom Fields | Mapping required | Custom fields exist but are not typed (all stored as strings). We migrate them as-is and ask customers to confirm intended data types before schema creation in the destination. |
| Attachments | Not in this platform | Basic Online CRM does not store file attachments natively. We flag that any documents linked in notes or descriptions will not migrate and must be re-uploaded manually. |
| Users/Owners | Mapping required | The platform has a basic user concept but no explicit owner assignment on records. We ask customers which Contact should be assigned as Owner in the destination CRM. |
Gotchas
What to watch for in Basic Online CRM migrations
Issues we've hit on past Basic Online CRM migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
CSV export silently truncates large contact lists
Deal-Contact associations are stored by internal ID only
Custom field data types are not preserved on export
No native attachment storage means files are not migrated
User/owner structure is not explicit in exported data
| Severity | Issue |
|---|---|
| High | CSV export silently truncates large contact lists |
| High | Deal-Contact associations are stored by internal ID only |
| Medium | Custom field data types are not preserved on export |
| Medium | No native attachment storage means files are not migrated |
| Low | User/owner structure is not explicit in exported data |
Leaving Basic Online CRM?
Where Basic Online CRM customers move next
12 destinations Basic Online CRM can migrate to.
How a Basic Online CRM migration works
Four steps, Basic Online CRM-specific
Connect
API key (Enterprise tier only) into Basic Online CRM. Scopes limited to read-only on the data we move.
Map
We translate Basic Online CRM-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Basic Online CRM quirks before production.
Migrate
Full migration with Basic Online CRM rate-limit handling. Rollback available throughout.
FAQ
Basic Online CRM migration FAQ
Answers to the questions buyers ask most during Basic Online CRM migration scoping. Not seeing yours? Book a call.
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Migrate Basic Online CRM.
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Free scoping call with a migration engineer. Tell us about your Basic Online CRM setup and destination — written quote back within a business day.