Migrate your Legrand Cloud CRM data
SMB-focused CRM with cloud and on-premise variants, deep Outlook accounting integration, and a highly configurable data model for B2B businesses that want control over their pipeline and customer records.
In its favor
Why people choose Legrand Cloud CRM
The signal that keeps Legrand Cloud CRM on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Outlook add-in integration is the primary draw — customers cite seamless email logging, contact creation, and calendar sync directly inside Outlook as the feature that keeps their team inside one interface rather than switching tabs.
Accounting integrations with QuickBooks Online, XERO, MYOB, and QuickBooks Enterprise let B2B teams keep CRM data and financial records in sync without manual re-entry, which matters for small teams with no dedicated ops staff.
High configurability for a small-business price point — customers reprogram Legrand CRM to match their specific sales process and say it fits businesses that have non-standard pipelines better than rigid SaaS-first CRMs.
Strong per-user licensing with no hidden marketing contact billing — unlike HubSpot which bills on Marketing Contacts, Legrand charges per named user so teams know their exact monthly cost regardless of contact volume.
Multiple sales pipelines on core and add-on tiers allow SMBs with diverse product lines or service arms to maintain separate views without upgrading to an enterprise tier.
The user interface feels dated compared to modern SaaS CRMs, and customers report that aesthetic friction contributes to lower team adoption rates over time, especially onboarding new hires who expect a HubSpot-style experience.
No publicly documented API for Cloud CRM means automation is limited to Zapier integrations and the built-in browser export. Power users who want programmatic data access or custom sync logic find this a hard blocker.
On-Premise licensing costs are a surprise after the initial per-user quote — installation, configuration, data migration, third-party integration, and training are all priced separately on top of the subscription.
Storage tier limits on Cloud Starter (500MB, 10,000 records, 1,000 contacts) catch growing teams off guard, and upsell to higher tiers is not clearly communicated during onboarding.
Export limitations force manual workarounds for attachments and email threads — files export individually rather than as a structured archive, making large migrations time-consuming without a direct API.
Reasons to switch
Why people leave Legrand Cloud CRM
The recurring reasons buyers give for replacing Legrand Cloud CRM. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Legrand Cloud 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
Legrand Cloud CRM pricing overview
Legrand Cloud CRM charges $27 per 3 users per month on the Starter tier with tight storage limits (500MB, 1,000 contacts, 10,000 records). On-Premise licensing is $44/user/month excluding implementation, migration, integration, and training costs. Add-on modules (Sales Quotes, Service Desk, Asset Tracking) are priced per user per month on top of the base On-Premise subscription. The dual-tier model means migrating into On-Premise from another CRM carries project fees well beyond the subscription price.
Cloud Starter
Tier 1 of 6
$27 per 3 users/month (billed monthly)
What's included
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What gets migrated
Legrand Cloud CRM object support
Object-by-object support for Legrand Cloud CRM migrations. Per-pair details surface during scoping.
Accounts
Fully supportedAccount records export cleanly via Legrand's built-in Excel export with standard address, type, and owner fields intact. We ingest them first so subsequent Contact imports can reference the parent Account ID.
Contacts
Fully supportedContacts export with full name, email, phone, role, and parent Account linkage. The CSV preserves the company relationship; we map it to the destination CRM's equivalent link field during import sequencing.
Leads (Lead Inbox)
Mapping requiredLeads arrive through a dedicated Lead Inbox module. We map Lead source, status, and owner fields to the destination's equivalent lead or contact object. Custom lead fields require manual field-level mapping per the customer's module configuration.
Opportunities
Fully supportedOpportunity/Pipeline records export with stage, value, expected close date, and owner assignment. We preserve pipeline stage names as custom text labels if the destination uses a different stage vocabulary.
Sales Quotes
Mapping requiredQuotes are an add-on module at $16/user/month on On-Premise; on Cloud, they export with line items, revision history, and conversion status. We map Quote-to-Order linkage manually since the conversion flag does not auto-populate in a new CRM.
Service Desk Tickets
Mapping requiredTickets export from the Service Desk add-on with board assignment, status, age, custom fields, and linked Asset references. Internal comments do not export via the standard Excel export; we flag this gap and advise the customer to export a separate comments report before migration.
Assets
Mapping requiredAsset Tracking is an add-on module. Records export with serial number, linked customer, service history, and custom fields. The Asset-to-Ticket linkage is preserved as a text reference field when the destination CRM lacks an equivalent relationship object.
Documents
Mapping requiredDocuments export from the Documents module but are delivered as individual files per record, not a contiguous folder structure. We reconstruct the folder hierarchy by mapping document names to their parent Account or Contact record and restoring the logical path in the destination system.
Activities (Calendar/Emails)
Mapping requiredGoogle and Outlook integration stores email threads and calendar entries. These export as individual text files per activity rather than threaded conversations. We separate email bodies from attachments and map each activity to the parent Contact or Account record.
Campaigns
Fully supportedCampaign records export with name, type, status, and target member count. Campaign member associations export as a separate sheet; we merge them into the destination CRM's campaign member table during import.
Custom Fields
Mapping requiredCustom fields are supported per-module and can be added by expanding the record detail view. We audit the customer's custom field schema before migration and map each field individually to the destination's equivalent custom property, flagging any unsupported field types.
Jobs (optional module)
Mapping requiredThe optional Jobs module is available on Cloud CRM. Job records export with status, assigned user, and linked customer. We map Job status to the destination's equivalent project or work-order status and flag any linked scheduling data that requires a separate export pass.
| Object | Support | Notes |
|---|---|---|
| Accounts | Fully supported | Account records export cleanly via Legrand's built-in Excel export with standard address, type, and owner fields intact. We ingest them first so subsequent Contact imports can reference the parent Account ID. |
| Contacts | Fully supported | Contacts export with full name, email, phone, role, and parent Account linkage. The CSV preserves the company relationship; we map it to the destination CRM's equivalent link field during import sequencing. |
| Leads (Lead Inbox) | Mapping required | Leads arrive through a dedicated Lead Inbox module. We map Lead source, status, and owner fields to the destination's equivalent lead or contact object. Custom lead fields require manual field-level mapping per the customer's module configuration. |
| Opportunities | Fully supported | Opportunity/Pipeline records export with stage, value, expected close date, and owner assignment. We preserve pipeline stage names as custom text labels if the destination uses a different stage vocabulary. |
| Sales Quotes | Mapping required | Quotes are an add-on module at $16/user/month on On-Premise; on Cloud, they export with line items, revision history, and conversion status. We map Quote-to-Order linkage manually since the conversion flag does not auto-populate in a new CRM. |
| Service Desk Tickets | Mapping required | Tickets export from the Service Desk add-on with board assignment, status, age, custom fields, and linked Asset references. Internal comments do not export via the standard Excel export; we flag this gap and advise the customer to export a separate comments report before migration. |
| Assets | Mapping required | Asset Tracking is an add-on module. Records export with serial number, linked customer, service history, and custom fields. The Asset-to-Ticket linkage is preserved as a text reference field when the destination CRM lacks an equivalent relationship object. |
| Documents | Mapping required | Documents export from the Documents module but are delivered as individual files per record, not a contiguous folder structure. We reconstruct the folder hierarchy by mapping document names to their parent Account or Contact record and restoring the logical path in the destination system. |
| Activities (Calendar/Emails) | Mapping required | Google and Outlook integration stores email threads and calendar entries. These export as individual text files per activity rather than threaded conversations. We separate email bodies from attachments and map each activity to the parent Contact or Account record. |
| Campaigns | Fully supported | Campaign records export with name, type, status, and target member count. Campaign member associations export as a separate sheet; we merge them into the destination CRM's campaign member table during import. |
| Custom Fields | Mapping required | Custom fields are supported per-module and can be added by expanding the record detail view. We audit the customer's custom field schema before migration and map each field individually to the destination's equivalent custom property, flagging any unsupported field types. |
| Jobs (optional module) | Mapping required | The optional Jobs module is available on Cloud CRM. Job records export with status, assigned user, and linked customer. We map Job status to the destination's equivalent project or work-order status and flag any linked scheduling data that requires a separate export pass. |
Gotchas
What to watch for in Legrand Cloud CRM migrations
Issues we've hit on past Legrand Cloud 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 Cloud CRM migration automation
Storage and record tier limits gate import scope on Cloud Starter
Attachment and email exports are per-record, not bulk
On-Premise migration and implementation costs are excluded from the per-user license
Service Desk internal comments do not export via standard Excel export
| Severity | Issue |
|---|---|
| High | No public API for Cloud CRM migration automation |
| High | Storage and record tier limits gate import scope on Cloud Starter |
| Medium | Attachment and email exports are per-record, not bulk |
| Medium | On-Premise migration and implementation costs are excluded from the per-user license |
| Low | Service Desk internal comments do not export via standard Excel export |
Leaving Legrand Cloud CRM?
Where Legrand Cloud CRM customers move next
12 destinations Legrand Cloud CRM can migrate to.
How a Legrand Cloud CRM migration works
Four steps, Legrand Cloud CRM-specific
Connect
Not publicly documented into Legrand Cloud CRM. Scopes limited to read-only on the data we move.
Map
We translate Legrand Cloud CRM-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Legrand Cloud CRM quirks before production.
Migrate
Full migration with Legrand Cloud CRM rate-limit handling. Rollback available throughout.
FAQ
Legrand Cloud CRM migration FAQ
Answers to the questions buyers ask most during Legrand Cloud CRM migration scoping. Not seeing yours? Book a call.
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