Migrate your Intrix CRM data
SME-focused CRM with built-in project management and HRM modules, built by a Slovenian company. Best for teams that want sales, delivery, and workforce tracking in a single vertically integrated tool.
In its favor
Why people choose Intrix CRM
The signal that keeps Intrix CRM on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
SME pricing without enterprise lock-in — €27–€45/user/month with no per-contact billing means teams know their exact cost at scale.
Built-in project management closes the gap between winning a deal and delivering it, avoiding a second tool for task dependencies and deadlines.
Free minor adjustments during use differentiate Intrix from CRMs that charge for every customization change.
Mobile-first design with business card scanning and electronic signatures keeps field teams working without returning to a desktop.
HRM staff monitoring module gives small companies a single system for sales, projects, and employee records without separate HR software.
Limited third-party app marketplace creates integration gaps, especially with legacy ERP and accounting systems that mid-market teams rely on.
Lack of a public API documented for external migration tools makes automated export and import difficult and manual CSV-heavy.
Stale data accumulates when teams lack integration with email platforms and marketing tools they have already standardized on.
Smaller market presence and review volume compared to HubSpot or Pipedrive makes it harder to find peer feedback and specialist support.
Scale constraints emerge as teams grow custom fields and automation complexity beyond what the platform comfortably handles.
Reasons to switch
Why people leave Intrix CRM
The recurring reasons buyers give for replacing Intrix CRM. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Intrix 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
Intrix CRM pricing overview
Intrix charges per user per month across four tiers from €27 to €45, with optional add-on modules (Support ticketing at €2/user/month, WHR at €100/month flat) gated behind Advanced and Unlimited plans. No per-contact or per-record billing applies, making cost predictable as the database grows.
Basic
Tier 1 of 4
€27/user/month
What's included
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What gets migrated
Intrix CRM object support
Object-by-object support for Intrix CRM migrations. Per-pair details surface during scoping.
Clients
Fully supportedThe primary entity in Intrix CRM. We migrate Client records 1:1 with standard fields including name, industry, contact info, and the 360° overview data stored against each client record.
Contacts
Fully supportedStored as separate records linked to Clients. We preserve the parent-child relationship by matching on Client ID or name during import into the destination system.
Opportunities
Fully supportedIntrix Opportunities map to standard Deal objects. We preserve stage, value, expected close date, and owner assignment. Custom stage names require field-value mapping.
Pipeline Stages
Mapping requiredIntrix uses a configurable pipeline stage model. Stage names and order are customer-specific. We extract the customer's active stage configuration and map it to the destination's pipeline definition before import.
Activities
Fully supportedActivities include calls, emails, meetings, and tasks logged against Clients or Opportunities. We migrate the full activity history with timestamps, owners, and descriptions.
Projects
Mapping requiredIntrix Projects contain Tasks with dependencies and deadline automation. Dependencies require sequencing during migration — child tasks cannot be imported before their parent tasks are in place.
Tasks
Mapping requiredTasks inherit project context and can have dependencies that prevent completion until a predecessor task is closed. We extract the dependency graph and reconstruct it in the destination system using the correct import order.
Working Hours Records (WHR)
Mapping requiredAvailable only on Advanced and Unlimited tiers. WHR data is tied to the HRM module and requires the destination to have a compatible time-tracking object or custom fields to hold the records.
Support Tickets
Mapping requiredThe Support module is an add-on (€2/user/month) on Advanced and Unlimited. Tickets include email thread history, status, and assignee. Email thread flattening is a known challenge we handle with custom parsing.
Custom Fields
Mapping requiredIntrix allows custom fields on most objects. We extract the full custom field schema per object and map them to equivalent custom properties in the destination, noting any unsupported field types.
Attachments
Mapping requiredAttachments are stored per Client, Contact, or Project. We download files individually and re-upload them to the destination record. File-per-record structure can create bulk import overhead for records with multiple attachments.
Users and Owners
Mapping requiredUser records include access levels and role assignments. We map Intrix users to owner fields on Opportunities, Projects, and Tasks. Inactive users require explicit handling — their records must be assigned to an active owner or archived.
Integrations
Not in this platformIntrix integrations (MailChimp, Google Calendar, AccountingBox) store connection credentials and sync state that cannot be migrated. We document active integrations for manual reconfiguration in the destination system.
| Object | Support | Notes |
|---|---|---|
| Clients | Fully supported | The primary entity in Intrix CRM. We migrate Client records 1:1 with standard fields including name, industry, contact info, and the 360° overview data stored against each client record. |
| Contacts | Fully supported | Stored as separate records linked to Clients. We preserve the parent-child relationship by matching on Client ID or name during import into the destination system. |
| Opportunities | Fully supported | Intrix Opportunities map to standard Deal objects. We preserve stage, value, expected close date, and owner assignment. Custom stage names require field-value mapping. |
| Pipeline Stages | Mapping required | Intrix uses a configurable pipeline stage model. Stage names and order are customer-specific. We extract the customer's active stage configuration and map it to the destination's pipeline definition before import. |
| Activities | Fully supported | Activities include calls, emails, meetings, and tasks logged against Clients or Opportunities. We migrate the full activity history with timestamps, owners, and descriptions. |
| Projects | Mapping required | Intrix Projects contain Tasks with dependencies and deadline automation. Dependencies require sequencing during migration — child tasks cannot be imported before their parent tasks are in place. |
| Tasks | Mapping required | Tasks inherit project context and can have dependencies that prevent completion until a predecessor task is closed. We extract the dependency graph and reconstruct it in the destination system using the correct import order. |
| Working Hours Records (WHR) | Mapping required | Available only on Advanced and Unlimited tiers. WHR data is tied to the HRM module and requires the destination to have a compatible time-tracking object or custom fields to hold the records. |
| Support Tickets | Mapping required | The Support module is an add-on (€2/user/month) on Advanced and Unlimited. Tickets include email thread history, status, and assignee. Email thread flattening is a known challenge we handle with custom parsing. |
| Custom Fields | Mapping required | Intrix allows custom fields on most objects. We extract the full custom field schema per object and map them to equivalent custom properties in the destination, noting any unsupported field types. |
| Attachments | Mapping required | Attachments are stored per Client, Contact, or Project. We download files individually and re-upload them to the destination record. File-per-record structure can create bulk import overhead for records with multiple attachments. |
| Users and Owners | Mapping required | User records include access levels and role assignments. We map Intrix users to owner fields on Opportunities, Projects, and Tasks. Inactive users require explicit handling — their records must be assigned to an active owner or archived. |
| Integrations | Not in this platform | Intrix integrations (MailChimp, Google Calendar, AccountingBox) store connection credentials and sync state that cannot be migrated. We document active integrations for manual reconfiguration in the destination system. |
Gotchas
What to watch for in Intrix CRM migrations
Issues we've hit on past Intrix CRM migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
No public API for automated export or import
Tier-gated modules affect what data exists
Project task dependencies require ordered import
Trial data deletion after 30 days
Limited integrations create data silos
| Severity | Issue |
|---|---|
| High | No public API for automated export or import |
| Medium | Tier-gated modules affect what data exists |
| Medium | Project task dependencies require ordered import |
| High | Trial data deletion after 30 days |
| Low | Limited integrations create data silos |
Leaving Intrix CRM?
Where Intrix CRM customers move next
12 destinations Intrix CRM can migrate to.
How a Intrix CRM migration works
Four steps, Intrix CRM-specific
Connect
Not publicly documented into Intrix CRM. Scopes limited to read-only on the data we move.
Map
We translate Intrix CRM-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Intrix CRM quirks before production.
Migrate
Full migration with Intrix CRM rate-limit handling. Rollback available throughout.
FAQ
Intrix CRM migration FAQ
Answers to the questions buyers ask most during Intrix CRM migration scoping. Not seeing yours? Book a call.
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