Migrate your FunnelMaker data
All-in-one CRM and marketing automation platform for SMBs with bundled workflows and built-in phone/voicemail capabilities. Priced per contact tier with unlimited users and email.
In its favor
Why people choose FunnelMaker
The signal that keeps FunnelMaker on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Unlimited users and emails on all plans means teams avoid per-seat pricing surprises that plague Salesforce and HubSpot at scale.
Bundled workflow and marketing automation without add-on charges appeals to SMBs that want enterprise-level automation without nickel-and-dime pricing.
Built-in click-to-dial, call transcription, and voicemail drop give sales teams phone capabilities without needing a separate VoIP provider.
Contact-level pricing with a generous starter tier (1,000 contacts at $149/mo) lets small teams adopt a full CRM without upfront commitment.
Drag-and-drop pipeline management and customizable lead scoring let sales teams configure the CRM around their own process rather than adapting to a rigid schema.
FunnelMaker's marketing-first interface and dense feature set create a steep learning curve that overwhelms small teams expecting simple CRM basics.
Support tiers are differentiated and Next Level Support costs extra on the Ultimate plan, leaving some customers feeling nickel-and-dimed on service quality.
Lack of publicly documented API or developer portal means integrations and data portability require workarounds or vendor involvement.
International feature gaps and English-only product documentation limit adoption for teams operating in non-English markets.
Reasons to switch
Why people leave FunnelMaker
The recurring reasons buyers give for replacing FunnelMaker. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where FunnelMaker 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
FunnelMaker pricing overview
FunnelMaker prices per contact tier from $149/mo (1,000 contacts) to $699/mo (50,000 contacts). All tiers include unlimited users and emails with Basic Level Support; Next Level Support costs extra on the Ultimate plan. A one-time onboarding fee of $399 or $599 at sign-up covers setup and guided implementation.
Starter
Tier 1 of 7
$149/mo
What's included
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What gets migrated
FunnelMaker object support
Object-by-object support for FunnelMaker migrations. Per-pair details surface during scoping.
Contacts
Fully supportedFunnelMaker's primary CRM object. Contact limits are enforced per tier (1,000 to 50,000). We map contacts with all standard fields plus unlimited user-defined fields. For migrations to platforms without contact caps, we flag records at or near the source plan limit.
Companies
Fully supportedCompany records are linked to Contacts in FunnelMaker's data model. We preserve the company-contact association and all company-level custom fields during migration.
Opportunities
Fully supportedOpportunity records track deal-stage data and are linked to Pipelines. We map the full opportunity lifecycle including custom opportunity fields and owner assignment.
Pipelines
Fully supportedFunnelMaker uses customizable drag-and-drop pipelines with user-defined stages. We reconstruct pipeline stages in the destination CRM and re-link all opportunities to their corresponding stage.
Activities
Mapping requiredActivities include calls, emails, tasks, and notes tied to contacts and opportunities. Call logs from the click-to-dial feature are migrated as activity records; transcription text is preserved where available.
Workflows
Mapping requiredWorkflows are automation rules that assign activities and trigger emails based on contact behavior. We map these as automation sequences in the destination platform, noting trigger conditions and action chains.
Custom Objects
Mapping requiredFunnelMaker supports unlimited user-defined fields and custom objects. We inspect the custom object schema during discovery, map field types to destination equivalents, and migrate all associated records.
Lead Scoring
Mapping requiredLead scores are calculated using customizable rules. We migrate the score values as a numeric property on contacts and document the scoring rules as a reference for rebuilding in the destination platform.
Drip Campaigns
Mapping requiredDrip campaigns are email sequences tied to contact segments. We map the campaign structure, step timing, and associated contact lists to equivalent drip/automation flows in the destination.
Documents
Mapping requiredDocument signature requests and stored documents are migrated as attachments to their parent contact or opportunity record. We preserve document metadata and a link to the stored file content where accessible.
Tags and Groups
Mapping requiredTags and Groups segment contacts into lists. We map tag assignments and group memberships to equivalent list/segment objects in the destination CRM.
Call Recordings and Transcriptions
Not in this platformCall recordings and transcriptions generated by the click-to-dial feature are stored as binary media files in FunnelMaker. We do not migrate audio files or full transcription text due to file size, format variability, and compliance considerations. We preserve call metadata (duration, timestamp, contact, owner) as activity records.
| Object | Support | Notes |
|---|---|---|
| Contacts | Fully supported | FunnelMaker's primary CRM object. Contact limits are enforced per tier (1,000 to 50,000). We map contacts with all standard fields plus unlimited user-defined fields. For migrations to platforms without contact caps, we flag records at or near the source plan limit. |
| Companies | Fully supported | Company records are linked to Contacts in FunnelMaker's data model. We preserve the company-contact association and all company-level custom fields during migration. |
| Opportunities | Fully supported | Opportunity records track deal-stage data and are linked to Pipelines. We map the full opportunity lifecycle including custom opportunity fields and owner assignment. |
| Pipelines | Fully supported | FunnelMaker uses customizable drag-and-drop pipelines with user-defined stages. We reconstruct pipeline stages in the destination CRM and re-link all opportunities to their corresponding stage. |
| Activities | Mapping required | Activities include calls, emails, tasks, and notes tied to contacts and opportunities. Call logs from the click-to-dial feature are migrated as activity records; transcription text is preserved where available. |
| Workflows | Mapping required | Workflows are automation rules that assign activities and trigger emails based on contact behavior. We map these as automation sequences in the destination platform, noting trigger conditions and action chains. |
| Custom Objects | Mapping required | FunnelMaker supports unlimited user-defined fields and custom objects. We inspect the custom object schema during discovery, map field types to destination equivalents, and migrate all associated records. |
| Lead Scoring | Mapping required | Lead scores are calculated using customizable rules. We migrate the score values as a numeric property on contacts and document the scoring rules as a reference for rebuilding in the destination platform. |
| Drip Campaigns | Mapping required | Drip campaigns are email sequences tied to contact segments. We map the campaign structure, step timing, and associated contact lists to equivalent drip/automation flows in the destination. |
| Documents | Mapping required | Document signature requests and stored documents are migrated as attachments to their parent contact or opportunity record. We preserve document metadata and a link to the stored file content where accessible. |
| Tags and Groups | Mapping required | Tags and Groups segment contacts into lists. We map tag assignments and group memberships to equivalent list/segment objects in the destination CRM. |
| Call Recordings and Transcriptions | Not in this platform | Call recordings and transcriptions generated by the click-to-dial feature are stored as binary media files in FunnelMaker. We do not migrate audio files or full transcription text due to file size, format variability, and compliance considerations. We preserve call metadata (duration, timestamp, contact, owner) as activity records. |
Gotchas
What to watch for in FunnelMaker migrations
Issues we've hit on past FunnelMaker migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
Contact tier limits are hard caps, not soft limits
No publicly documented API for direct export
Workflow and drip campaign migration requires manual sequencing
Built-in phone features do not export call recordings or transcription text
| Severity | Issue |
|---|---|
| High | Contact tier limits are hard caps, not soft limits |
| High | No publicly documented API for direct export |
| Medium | Workflow and drip campaign migration requires manual sequencing |
| Medium | Built-in phone features do not export call recordings or transcription text |
Leaving FunnelMaker?
Where FunnelMaker customers move next
12 destinations FunnelMaker can migrate to.
How a FunnelMaker migration works
Four steps, FunnelMaker-specific
Connect
Not publicly documented into FunnelMaker. Scopes limited to read-only on the data we move.
Map
We translate FunnelMaker-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate FunnelMaker quirks before production.
Migrate
Full migration with FunnelMaker rate-limit handling. Rollback available throughout.
FAQ
FunnelMaker migration FAQ
Answers to the questions buyers ask most during FunnelMaker migration scoping. Not seeing yours? Book a call.
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