Migrate from Launchpad CRM to Freshsales

Launchpad CRM Clients represent job seekers, benefit recipients, or program participants. We map active enrollment Clients to Freshsales Contact; inactive or prospect-status Clients may map to Lead based on the customer's enrollment lifecycle matrix. The split rule is defined during scoping. Contact fields (name, phone, email, address) migrate directly; program-specific data (eligibility tier, funding source, caseworker assignment) migrates to custom fields on Contact. If no email exists, we generate a placeholder and flag the record for manual completion.

Launchpad CRM Cases link a Client to a Program and track service delivery, compliance milestones, and outcomes. We map Case to Freshsales Deal because both track a work item progressing through stages tied to a person or organization. Case status (active, closed, suspended) maps to Freshsales Deal stage. Program enrollment dates migrate to Deal fields; compliance milestone dates migrate to custom date fields. Case-to-Account linkage requires a lookup which we resolve by finding the Account derived from the parent Client.

Launchpad CRM Programs represent workforce development, SNAP, TANF, housing, or VR initiatives. We map Programs to Freshsales Account because both represent organizational entities with defined boundaries. Program name becomes Account Name; eligibility rules and funding source codes migrate to custom fields on Account. If Programs have multiple enrolled Clients, each Case record carries the link to the Program Account.

Individual service encounters, assessments, and activities logged against a Case in Launchpad CRM map to Freshsales Tasks (for service actions and assessments) or Events (for scheduled appointments and orientations). Service type taxonomy in Launchpad may use program-specific vocabulary that differs from Freshsales Activity types; we apply a value-map defined during scoping. Activity timestamps preserve to maintain compliance record chronology.

Uploaded files attached to Clients or Cases in Launchpad CRM transfer as attachments in Freshsales. We download document blobs (PDFs, forms, certificates) and re-associate them to the parent Contact or Deal record. Freshsales supports file attachments on Contact, Account, and Deal records. Document type (intake form, compliance report, eligibility verification) is preserved in a custom field on the attachment record for downstream retrieval.

Caseworker notes and case commentary migrate to Freshsales Note records linked via ContentDocumentLink to the parent Contact or Deal. Plain-text notes migrate as-is; structured notes with timestamp and author metadata preserve the author as a custom field and the timestamp as the note creation date. Notes without a clear parent record are attached to the primary Contact derived from the associated Client.

Formal evaluations or skill assessments tied to a Case in Launchpad CRM (such as skills assessments, aptitude tests, or eligibility evaluations) do not have a direct Freshsales equivalent. We map assessment scores, completion dates, and instrument names to custom fields on the Contact record. The assessment instrument type becomes a custom picklist field; the score becomes a number field; pass/fail status becomes a checkbox or picklist field.

Launchpad CRM custom properties capturing eligibility flags, compliance codes, funding sources, or program-specific attributes migrate to Freshsales custom fields on the appropriate object (Contact, Account, or Deal). We pre-create the destination custom fields in Freshsales during schema setup, matching the data type as closely as possible (text to text, picklist to picklist, date to date). Tier and edition constraints in Freshsales do not limit custom field creation on Growth and Pro plans.

Caseworkers and staff accounts in Launchpad CRM migrate to Freshsales User records. We resolve by email match. Any Launchpad User without a matching Freshsales User is held in a reconciliation queue for the customer to provision before record import resumes. Active/inactive status maps directly. Owner assignments on Cases and Clients migrate by resolving the user reference to Freshsales OwnerId via the User mapping.