Migrate your Bolten CRM data
AI-augmented partner-reseller CRM built on white-label templates, charging per Project not per user, with WhatsApp integration as a core feature rather than an add-on.
In its favor
Why people choose Bolten CRM
The signal that keeps Bolten CRM on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Partners choose Bolten CRM for its white-label reseller model, earning 70% of recurring revenue on CRMs they brand and price themselves, per MOGE product description.
The per-Project pricing structure (not per-seat) makes Bolten cost-predictable for agencies managing multiple client workspaces without scaling user-license costs, per GitBook pricing documentation.
WhatsApp integration is a native, first-class feature rather than a third-party webhook, making it a primary draw for Brazilian and LatAm sales teams, per bolten.io product page.
Pre-built industry templates reduce initial setup time for partners delivering CRM-as-a-service to end clients, per SoftwareFinder review listing.
AI-assisted automatic field filling reduces manual data entry on inbound leads, which partners cite as a time-saver in onboarding reviews, per product documentation.
AI autofill suggestions require manual correction in some cases, meaning reps still have to review and edit AI-generated fields rather than trusting them outright, per SoftwareFinder user feedback.
Advanced feature depth lags behind established CRMs like Salesforce and HubSpot, causing some teams to outgrow the platform as their sales process becomes more complex, per G2 alternatives listing.
Bolten's English-language documentation and community are thin compared to Portuguese-dominant resources, making self-service troubleshooting difficult for non-Brazilian teams, per G2 review noting insufficient reviews for the platform.
The commercial team issues bank slips manually rather than offering self-serve card or ACH payment, creating friction for partners who need predictable automated billing, per GitBook payment documentation.
Reasons to switch
Why people leave Bolten CRM
The recurring reasons buyers give for replacing Bolten CRM. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Bolten 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
Bolten CRM pricing overview
Bolten uses a per-Project pricing model (not per-seat) for all tools. The CRM base starts at R$ 20/month per project, with AI Agent and Social Media Management each starting at R$ 60/month per project as optional add-ons. All tools have minimum prices; costs stack when multiple modules are enabled on the same project. Payment is processed via bank slips issued by Bolten's commercial team, not via self-serve card processing.
CRM Base
Tier 1 of 4
R$ 20.00/month per Project
What's included
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What gets migrated
Bolten CRM object support
Object-by-object support for Bolten CRM migrations. Per-pair details surface during scoping.
Contacts
Fully supportedStandard Contact object with name, phone, email, and custom properties. We map each field 1:1 and preserve all assigned tags and lead-source attribution stored on the contact record.
Leads
Fully supportedLeads and Contacts are managed as separate lists in Bolten. We migrate Leads with their lifecycle status, source campaign, and owner assignment intact.
Deals (Kanban Pipeline)
Mapping requiredBolten's Kanban funnel stages are user-defined text labels with no enforced ordering schema in the API. We capture stage names, positions, and deal-value data and rebuild stage sequences at the destination using explicit ordinal mapping.
Tasks
Fully supportedTasks carry assignee, due date, status, and linked contact/deal. We migrate tasks with their association intact. Recurring task rules do not transfer and must be rebuilt.
Activities
Fully supportedBolten logs a full change-audit history per record (every edit, assignment, and stage move). We migrate activity logs as a chronological feed attached to each record.
Custom Fields
Mapping requiredCustom fields are supported per-object. Field types include text, number, date, dropdown, and multi-select. We handle type conversion at the destination but flag any fields with no corresponding target schema for manual review.
WhatsApp Conversations
Not in this platformWhatsApp message threads are stored on Meta's infrastructure, not Bolten's. We do not migrate live WhatsApp message history. Contact phone numbers and conversation timestamps are preserved as activity records.
Conversions (Lead Attribution)
Mapping requiredBolten tracks lead origin (Google, Meta Ads, direct) and real-time conversion events. We migrate conversion records and attribution data but note thatutm-source and UTM-medium values may require re-association if the destination uses a different campaign object.
Users / Assignees
Fully supportedUsers are identified by email and name. We map source-user email to destination-user email during import. Suspended or inactive Bolten users are flagged for remapping to active destination users.
Tags
Fully supportedTags are flat-label strings applied to contacts and deals. We migrate tag sets and preserve the tagging relationship per record.
| Object | Support | Notes |
|---|---|---|
| Contacts | Fully supported | Standard Contact object with name, phone, email, and custom properties. We map each field 1:1 and preserve all assigned tags and lead-source attribution stored on the contact record. |
| Leads | Fully supported | Leads and Contacts are managed as separate lists in Bolten. We migrate Leads with their lifecycle status, source campaign, and owner assignment intact. |
| Deals (Kanban Pipeline) | Mapping required | Bolten's Kanban funnel stages are user-defined text labels with no enforced ordering schema in the API. We capture stage names, positions, and deal-value data and rebuild stage sequences at the destination using explicit ordinal mapping. |
| Tasks | Fully supported | Tasks carry assignee, due date, status, and linked contact/deal. We migrate tasks with their association intact. Recurring task rules do not transfer and must be rebuilt. |
| Activities | Fully supported | Bolten logs a full change-audit history per record (every edit, assignment, and stage move). We migrate activity logs as a chronological feed attached to each record. |
| Custom Fields | Mapping required | Custom fields are supported per-object. Field types include text, number, date, dropdown, and multi-select. We handle type conversion at the destination but flag any fields with no corresponding target schema for manual review. |
| WhatsApp Conversations | Not in this platform | WhatsApp message threads are stored on Meta's infrastructure, not Bolten's. We do not migrate live WhatsApp message history. Contact phone numbers and conversation timestamps are preserved as activity records. |
| Conversions (Lead Attribution) | Mapping required | Bolten tracks lead origin (Google, Meta Ads, direct) and real-time conversion events. We migrate conversion records and attribution data but note thatutm-source and UTM-medium values may require re-association if the destination uses a different campaign object. |
| Users / Assignees | Fully supported | Users are identified by email and name. We map source-user email to destination-user email during import. Suspended or inactive Bolten users are flagged for remapping to active destination users. |
| Tags | Fully supported | Tags are flat-label strings applied to contacts and deals. We migrate tag sets and preserve the tagging relationship per record. |
Gotchas
What to watch for in Bolten CRM migrations
Issues we've hit on past Bolten CRM migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
Per-Project billing does not scale like per-seat models
WhatsApp message history lives on Meta's infrastructure
Kanban stage names are free-text, not schema-enumerated
AI autofill data may not reflect corrected final field values
| Severity | Issue |
|---|---|
| Medium | Per-Project billing does not scale like per-seat models |
| High | WhatsApp message history lives on Meta's infrastructure |
| Medium | Kanban stage names are free-text, not schema-enumerated |
| Low | AI autofill data may not reflect corrected final field values |
Leaving Bolten CRM?
Where Bolten CRM customers move next
12 destinations Bolten CRM can migrate to.
How a Bolten CRM migration works
Four steps, Bolten CRM-specific
Connect
Not publicly documented in available research into Bolten CRM. Scopes limited to read-only on the data we move.
Map
We translate Bolten CRM-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Bolten CRM quirks before production.
Migrate
Full migration with Bolten CRM rate-limit handling. Rollback available throughout.
FAQ
Bolten CRM migration FAQ
Answers to the questions buyers ask most during Bolten CRM migration scoping. Not seeing yours? Book a call.
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Migrate Bolten CRM.
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