Migrate from Infor CloudSuite Customer Relationship Management (CRM) to Freshsales

Infor CRM Accounts (known as Customers form with CRM tab) store company-level data including SIC code, revenue, employee count, and territory assignments. These map directly to Freshsales Organizations. The Organization ID is the primary lookup key used to resolve Contact and Deal parent references during migration. Territory assignments from Infor CRM map to a custom Organization field because Freshsales does not have a native territory object at Growth tier.

Infor CRM Sales Contacts are linked to Accounts and store the individual contact's name, role, phone, and email. We map to Freshsales Contact with the Organization lookup resolved from the parent Account. Infor's Outlook export behavior (which creates duplicates rather than syncing) means we deduplicate on email address and name matching before landing contacts in Freshsales to avoid duplicate Contact records.

Infor CRM Opportunities track deal stage, value, probability, and close date and link to Accounts. They map to Freshsales Deals with the Organization lookup resolved to the destination Account. Stage values transform to Freshsales Deal stages; Infor's probability field maps to a custom Deal field because Freshsales Deal stages do not carry native probability by default.

Infor CRM Prospects and Leads are captured via the Prospects form and Leads form with conversion to Customer and Opportunity. We migrate the Lead record including status, source, and owner to Freshsales Lead. Lead status values map to Freshsales Lead status picklist. If the customer has both converted and unconverted Prospects in Infor, we separate them: converted Prospects map to Organizations (if company-level) or Contacts (if individual), and unconverted Prospects map to Freshsales Leads.

Sales Forecasts in Infor CRM aggregate Opportunities into Sales Periods — named date ranges that define the fiscal or forecast period structure. Freshsales uses standard close date fields on Deals without a native Sales Period construct. We decompose the Sales Period into start and end date boundaries and apply them as custom date fields on the Deal record. Forecast totals aggregate via Freshsales custom reporting or a post-migration reporting rebuild.

Infor CRM Activities and Events track calls, meetings, notes, and tasks with due dates and owner assignments, stored against Contacts or Opportunities. We map each activity type to its Freshsales equivalent: Infor calls map to Freshsales Calls, meetings to Meetings, tasks to Tasks, and interactions with notes to Notes. Owner assignment resolves via User mapping by email. Activity timestamps preserve the original Infor date for timeline ordering.

Infor CRM Campaigns store campaign type, status, start/end dates, and budget, with Campaign Items linking products or contacts to a campaign. Freshsales does not have a native campaign object but has Target Lists for segmentation. We split the Infor campaign structure: campaign metadata (name, type, status, dates, budget) maps to a Freshsales custom object or a Target List with custom fields, and campaign members (Contacts) map to Target List members with the original campaign association preserved.

Infor CRM Tickets store support cases with status, priority, assigned agent, and multi-line conversation history, linked to Accounts and Contacts. We map to Freshsales Case with Organization and Contact lookups resolved from the parent Account and Contact. Multi-line ticket conversation history migrates as Case timeline entries (notes or tasks) attached to the Case. Ticket status and priority values map to Freshsales Case status and priority picklists.

Infor CRM Products and price lists are managed for quoting within the CRM. The Price List form stores pricing tiers. We migrate the product catalog (product name, code, description) to Freshsales Product. Complex tiered pricing in Infor price lists requires validation: we assess whether the pricing tiers map to Freshsales Product price book entries or require a custom pricing field on the Deal line item.

Infor CRM Quotes are linked to Opportunities and Accounts and hold products, prices, and discounts. Freshsales does not have a separate Quote object at Growth and Pro tiers. We migrate Quote headers and line items as Deal-level custom fields or as Products attached to the Deal. Quote status (Draft, Sent, Accepted, Lost) maps to Deal stage or a custom Deal status field.

Infor CRM Users serve as record Owners and are linked to Territories. We map Infor Users to Freshsales Users by email match. Any Infor User without a matching Freshsales User goes to a reconciliation queue for the customer's admin to provision before record import resumes. Territory assignments from Infor are preserved as a custom field on the Freshsales User record if the customer requires territory-based reporting.

Infor CRM supports custom fields with Infor-specific types (picklists, dates, lookups) on Accounts, Contacts, Opportunities, and Tickets. We inventory all custom fields during scoping, map each to the equivalent Freshsales custom field type (text, number, date, picklist, multi-select picklist), and provision them in Freshsales before data import. Infor picklist values map to Freshsales picklist options; Infor lookup fields require a separate mapping table if the lookup target is also migrating.

Infor CRM Attachments can be stored against Contacts, Accounts, Opportunities, and Tickets. We export attachments to a file store and create links in Freshsales using the standard attachment object. Email attachments from Infor's Outlook integration also migrate via the file store path. Large binary attachments (over 10 MB) are flagged for separate handling because Freshsales attachment limits apply.

Infor CRM Groups segment records using saved query definitions with a name. Freshsales has Smartlist filters and Tags but not a direct equivalent saved-query construct. We assess whether the Infor Group definitions map to Freshsales Smartlist criteria or require Tags as a simpler segmentation alternative. If the customer relies heavily on Infor Groups for segmentation, we recommend rebuilding them as Freshsales Smartlists post-migration.