Migrate your InTouch CRM data
Award-winning all-in-one sales and marketing CRM for small and medium businesses, bundling contact management, lead scoring, automation, and analytics under one roof.
In its favor
Why people choose InTouch CRM
The signal that keeps InTouch CRM on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Small teams choose InTouch CRM for its flat pricing curve — Starter at $15 per user keeps costs predictable as the team grows.
The bundled feature set reduces the need for separate tools — contact management, sales pipeline, email integration, and reporting come in one package.
Customizable dashboards let individual users surface the metrics that matter to their workflow without requiring admin intervention.
Lead tracking and scoring features help sales teams prioritize follow-ups and progress deals through defined pipeline stages.
Integration with third-party tools covers the most common email and calendar sync needs for small to mid-size sales operations.
Limited advanced customization — Capterra UK reviewers cite the lack of flexible reporting, integrations, and dashboard customization as the main reason teams outgrow the platform.
Integration ecosystem is narrow compared to mainstream SMB CRMs (HubSpot, Pipedrive, Zoho), pushing teams with custom tech stacks to switch.
Reporting and analytics are basic, prompting data-driven teams to move to platforms with richer BI integration.
Small public review base (mostly Capterra UK) limits peer-reference signal, making procurement teams hesitant when scaling up.
No publicly documented bulk API restricts modern automation workflows, so power users hit the integration ceiling earlier than on platforms with open developer ecosystems.
Reasons to switch
Why people leave InTouch CRM
The recurring reasons buyers give for replacing InTouch CRM. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where InTouch 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
InTouch CRM pricing overview
InTouch CRM uses a straightforward per-user per-month model across three named tiers, ranging from $15 to $50. No free tier is published; the platform offers a free trial for evaluation.
Starter
Tier 1 of 3
$15/user/month
What's included
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Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on InTouch CRM's schedule — see our quote-based pricing →
What gets migrated
InTouch CRM object support
Object-by-object support for InTouch CRM migrations. Per-pair details surface during scoping.
Contacts
Fully supportedPrimary CRM object in InTouch. We export standard fields (name, email, phone, company) plus any custom contact fields. Dedupe by email.
Companies
Mapping requiredCompany records link to Contacts. We migrate companies as a separate account entity in the destination and re-link via the FK relationship.
Deals
Mapping requiredDeals carry pipeline stage, value, close date, and owner. We map stages to the destination's pipeline schema; custom stages need explicit mapping.
Leads
Mapping requiredLead records carry source, status, and qualification. We map to the destination's lead object; pipelines and conversion history are preserved.
Activities
Mapping requiredActivities (calls, emails, meetings, tasks) carry timestamp, owner, and related contact. We preserve activity history during migration.
Notes
Fully supportedFree-text notes attached to contacts and deals migrate with timestamp, author, and parent linkage intact.
Custom Fields
Mapping requiredCustom fields on contacts, companies, deals migrate as extended properties. Field-type validation against destination schema is required.
Custom Objects
Not in this platformInTouch CRM does not expose user-defined custom objects in its data model. We do not migrate custom-object-equivalent data; if the destination supports custom objects, customer is informed during scoping.
| Object | Support | Notes |
|---|---|---|
| Contacts | Fully supported | Primary CRM object in InTouch. We export standard fields (name, email, phone, company) plus any custom contact fields. Dedupe by email. |
| Companies | Mapping required | Company records link to Contacts. We migrate companies as a separate account entity in the destination and re-link via the FK relationship. |
| Deals | Mapping required | Deals carry pipeline stage, value, close date, and owner. We map stages to the destination's pipeline schema; custom stages need explicit mapping. |
| Leads | Mapping required | Lead records carry source, status, and qualification. We map to the destination's lead object; pipelines and conversion history are preserved. |
| Activities | Mapping required | Activities (calls, emails, meetings, tasks) carry timestamp, owner, and related contact. We preserve activity history during migration. |
| Notes | Fully supported | Free-text notes attached to contacts and deals migrate with timestamp, author, and parent linkage intact. |
| Custom Fields | Mapping required | Custom fields on contacts, companies, deals migrate as extended properties. Field-type validation against destination schema is required. |
| Custom Objects | Not in this platform | InTouch CRM does not expose user-defined custom objects in its data model. We do not migrate custom-object-equivalent data; if the destination supports custom objects, customer is informed during scoping. |
Gotchas
What to watch for in InTouch CRM migrations
Issues we've hit on past InTouch CRM migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
CSV-based import is the primary documented data path
Stage and pipeline label drift across customer instances
Limited custom-object surface
All-in-one bundling means multiple modules' data must be reconciled
| Severity | Issue |
|---|---|
| High | CSV-based import is the primary documented data path |
| Medium | Stage and pipeline label drift across customer instances |
| Medium | Limited custom-object surface |
| Low | All-in-one bundling means multiple modules' data must be reconciled |
Leaving InTouch CRM?
Where InTouch CRM customers move next
12 destinations InTouch CRM can migrate to.
How a InTouch CRM migration works
Four steps, InTouch CRM-specific
Connect
Not publicly documented into InTouch CRM. Scopes limited to read-only on the data we move.
Map
We translate InTouch CRM-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate InTouch CRM quirks before production.
Migrate
Full migration with InTouch CRM rate-limit handling. Rollback available throughout.
FAQ
InTouch CRM migration FAQ
Answers to the questions buyers ask most during InTouch CRM migration scoping. Not seeing yours? Book a call.
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