Migrate your m-savvy data
Canadian SMB-focused CRM platform built on Salesforce infrastructure, targeting businesses seeking localized sales and marketing automation tools.
In its favor
Why people choose m-savvy
The signal that keeps m-savvy on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Canadian market focus with local support teams appeals to businesses wanting regional data residency and compliance familiarity.
Salesforce-based architecture provides familiarity for teams with existing Salesforce experience migrating to a smaller platform.
SMB-oriented pricing tiers with bundled features reduce complexity for small teams that do not need enterprise-scale tooling.
Integrated marketing automation within the CRM reduces tool sprawl for teams consolidating their sales and marketing stack.
Hosted on Canadian infrastructure addresses data sovereignty concerns for organizations handling Canadian customer data.
Very limited public footprint — minimal independent reviews on G2, Capterra Canada, or major software directories makes vendor due diligence and benchmarking difficult.
No published pricing, feature list, or API documentation on independent listings, requiring direct vendor engagement for every basic question.
Small market share means few third-party connectors or community-built integrations compared to mainstream Canadian CRM alternatives.
Public technical and roadmap information is sparse, raising concerns about long-term platform investment for prospects evaluating five-year stacks.
Confusion with similarly named products (SavvyCal, SavvySuite CRM, CapSavvy CRM, Payment Savvy, m-savvy at m-savvy.com) creates friction in vendor research and procurement.
Reasons to switch
Why people leave m-savvy
The recurring reasons buyers give for replacing m-savvy. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where m-savvy 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
m-savvy pricing overview
m-savvy at msavvy.ca does not publish pricing on its website, on Capterra Canada, or on other major software comparison sites. Pricing must be obtained directly from the vendor. No free trial, freemium tier, or self-serve subscription path is publicly documented.
Not publicly disclosed
Tier 1 of 1
Custom quote (sales-led)
What's included
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Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on m-savvy's schedule — see our quote-based pricing →
What gets migrated
m-savvy object support
Object-by-object support for m-savvy migrations. Per-pair details surface during scoping.
Contacts
Fully supportedContacts is the primary customer record in m-savvy. We export and import Contacts with all standard fields, including name, email, phone, address, lifecycle stage, and owner assignment. Custom contact properties are mapped field-by-field during scoping.
Accounts (Companies)
Fully supportedAccount records represent organizations linked to contacts. We preserve the account-contact relationship during migration, mapping industry, size, and billing address fields to the destination schema.
Deals (Opportunities)
Mapping requiredDeals track sales pipeline opportunities with stage, amount, close date, and probability. We map Deals to the destination Opportunity or Deal object and flag any custom stage names that require value remapping.
Leads
Mapping requiredLeads are distinct from Contacts in m-savvy's data model. Where the destination CRM does not separate Leads and Contacts, we merge Lead records into Contacts and preserve lead source and status as custom properties.
Activities
Mapping requiredEmails, calls, tasks, and meetings linked to contacts or deals. Activity history is migrated as a chronological log; we exclude archived or deleted activities and flag any attachment associations that require separate handling.
Custom Objects
Mapping requiredCustom objects are m-savvy's extensible data structures for industry-specific records. We inspect the schema via API before migration and generate field-level maps for each custom object present in the org.
Attachments
Mapping requiredFile attachments linked to records are exported via m-savvy's file storage endpoints. We download files locally, re-upload to the destination, and relink them to the correct record IDs post-ingestion.
Pipelines and Pipeline Stages
Mapping requiredPipeline definitions and custom stage names are read from the m-savvy schema. We map stages to the destination pipeline structure and warn if stage count or order differs materially.
| Object | Support | Notes |
|---|---|---|
| Contacts | Fully supported | Contacts is the primary customer record in m-savvy. We export and import Contacts with all standard fields, including name, email, phone, address, lifecycle stage, and owner assignment. Custom contact properties are mapped field-by-field during scoping. |
| Accounts (Companies) | Fully supported | Account records represent organizations linked to contacts. We preserve the account-contact relationship during migration, mapping industry, size, and billing address fields to the destination schema. |
| Deals (Opportunities) | Mapping required | Deals track sales pipeline opportunities with stage, amount, close date, and probability. We map Deals to the destination Opportunity or Deal object and flag any custom stage names that require value remapping. |
| Leads | Mapping required | Leads are distinct from Contacts in m-savvy's data model. Where the destination CRM does not separate Leads and Contacts, we merge Lead records into Contacts and preserve lead source and status as custom properties. |
| Activities | Mapping required | Emails, calls, tasks, and meetings linked to contacts or deals. Activity history is migrated as a chronological log; we exclude archived or deleted activities and flag any attachment associations that require separate handling. |
| Custom Objects | Mapping required | Custom objects are m-savvy's extensible data structures for industry-specific records. We inspect the schema via API before migration and generate field-level maps for each custom object present in the org. |
| Attachments | Mapping required | File attachments linked to records are exported via m-savvy's file storage endpoints. We download files locally, re-upload to the destination, and relink them to the correct record IDs post-ingestion. |
| Pipelines and Pipeline Stages | Mapping required | Pipeline definitions and custom stage names are read from the m-savvy schema. We map stages to the destination pipeline structure and warn if stage count or order differs materially. |
Gotchas
What to watch for in m-savvy migrations
Issues we've hit on past m-savvy migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
Custom object schemas require manual discovery before migration
Plan tier restrictions limit exportable record volumes
Attachment files are not embedded in record exports
| Severity | Issue |
|---|---|
| High | Custom object schemas require manual discovery before migration |
| Medium | Plan tier restrictions limit exportable record volumes |
| Medium | Attachment files are not embedded in record exports |
Leaving m-savvy?
Where m-savvy customers move next
12 destinations m-savvy can migrate to.
How a m-savvy migration works
Four steps, m-savvy-specific
Connect
Not publicly documented into m-savvy. Scopes limited to read-only on the data we move.
Map
We translate m-savvy-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate m-savvy quirks before production.
Migrate
Full migration with m-savvy rate-limit handling. Rollback available throughout.
FAQ
m-savvy migration FAQ
Answers to the questions buyers ask most during m-savvy migration scoping. Not seeing yours? Book a call.
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