Migrate from FreeCRM to Freshsales

FreeCRM Contact records export with standard fields (name, email, phone, address) intact via CSV. We map these directly to Freshsales Contact fields with no transformation required. FreeCRM's template-driven custom fields on contact records are inventoried during discovery and mapped to Freshsales custom Contact properties before write. Owner assignment (hubspot_owner_id equivalent) is resolved by email match against Freshsales Users.

FreeCRM Company records map to Freshsales Account. The Company name becomes Account Name; domain and industry export as text fields mapped to Freshsales Account domain and industry picklist. We preserve the parent-child relationship to Contacts by resolving AccountId on each Contact record at migration time. Accounts are imported before Contacts so the lookup is satisfied at insert.

FreeCRM Lead records use the template system so field names vary per account. We extract the full field set during discovery, normalize lead_status and lead_source fields into Freshsales standard Lead Status and Lead Source picklists, and map all other template fields to Freshsales custom Lead properties. The customer's specific lead lifecycle stages (from FreeCRM templates) are preserved as custom picklist values in Freshsales for audit continuity.

FreeCRM Deal records include amount, stage, expected close date, and associated contact/company lookups. Stage values are free text in FreeCRM — we extract the full stage list during discovery and map each text value to a corresponding Freshsales pipeline stage column. Amount and close date migrate directly. Owner is resolved by email match. The contact and company lookups are resolved post-creation using Freshsales record IDs.

FreeCRM Kanban board stages are account-defined text values, not a structured stage object. We extract the complete stage list from the customer's account during discovery, then configure Freshsales Pipelines with matching stage columns before any Deal records are written. Stage probability percentages from FreeCRM deal history are used to populate Freshsales stage probability settings.

FreeCRM Tasks, Events, and Call Logs export as activity records with a related-to link to Contact or Company and a timestamp. We preserve the related-to link by resolving the target Contact or Account record in Freshsales at migration time. Call logs and events carry duration and disposition notes that map to Freshsales Sales Activity custom fields. Activity timeline ordering is preserved using the original timestamp as Activity Date.

FreeCRM stores tags as comma-separated values on Contact and Company records. We split the CSV values into an array and map them to Freshsales Tags. Tags that already exist in Freshsales are linked by name match; new tags are created during import. Tags are written after Contacts and Accounts to ensure the parent record exists.

FreeCRM custom fields are defined per-record via templates and vary by account — there is no global field list. We inventory every unique custom field across all templates in use during the discovery phase, then provision matching custom properties in Freshsales (Contacts, Accounts, Leads, Deals) before any data is written. Field type mapping: FreeCRM text and number map to Freshsales Text and Number; FreeCRM date maps to Freshsales Date; FreeCRM dropdown maps to Freshsales Picklist.

FreeCRM Pro tier supports invoice creation with line items, totals, and status. Free-tier customers who have tracked invoices in external systems can provide those records for migration. We map invoice line items, totals, and status to Freshsales Invoice. Note that Freshsales Invoice requires the Pro tier ($39/user/mo) on the destination side — we confirm destination tier availability during scoping.