Migrate your Opal CRM data
Field-sales CRM with built-in tour planning, lead engagement, and quotation workflows for small-to-mid-size teams managing distributed sales reps.
In its favor
Why people choose Opal CRM
The signal that keeps Opal CRM on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Low monthly cost with a free tier for up to two users lets small teams trial the CRM without upfront commitment before scaling to paid plans.
Built-in Tour Planning feature appeals to field-sales teams that need to assign, approve, and track rep travel routes and expenses alongside their pipeline.
Lead capture from website forms, offline events, and marketing campaigns is handled natively, reducing the need for third-party form tools.
Quotation management with workflow approval is included at the Basic tier, giving small businesses a closed-loop sales process without buying additional modules.
Role-based permissions for Sales Reps, Managers, and Admins let smaller organizations enforce basic data governance without enterprise-grade overhead.
Limited integrations beyond two-lines-of-code setup mean teams with established tech stacks hit walls when connecting to accounting, marketing, or telephony tools.
Small user review sample on G2 and Capterra makes it difficult to assess long-term reliability and support quality before committing.
No clear public documentation for a REST API or bulk export endpoint means teams cannot programmatically migrate data or build automated workflows.
Scalability concerns emerge as teams grow beyond the Standard plan — pricing is per-organization rather than per-user, and feature gates between tiers are not clearly documented.
Support responsiveness is not quantified on the website, and the absence of a public status page or community forum makes it hard to gauge ongoing platform reliability.
Reasons to switch
Why people leave Opal CRM
The recurring reasons buyers give for replacing Opal CRM. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Opal 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
Opal CRM pricing overview
Opal CRM uses a per-organization tiered model with a free tier capped at two users and paid plans at $220/month (Basic) and $350/month (Standard). There is no published per-user pricing, which can create ambiguity as teams grow. A 15-day free trial is available for the paid tiers.
Free
Tier 1 of 3
Free (up to 2 users)
What's included
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Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on Opal CRM's schedule — see our quote-based pricing →
What gets migrated
Opal CRM object support
Object-by-object support for Opal CRM migrations. Per-pair details surface during scoping.
Leads
Fully supportedLeads are the primary object in Opal CRM — captured from forms, uploads, campaigns, and manual entry. We map Leads directly to Contacts or Leads in the destination CRM and preserve source attribution where present.
Sales Representatives
Fully supportedTeam members with assigned roles (Sales Rep, Manager, Admin) are migrated as Users or Owner records. Role permissions are translated to equivalent access tiers in the destination platform.
Tour Plans
Mapping requiredTour Plans store field-sales itineraries with dates, locations, and expense line items. We export Tour Plans as structured records and flag that not all destination CRMs have a native Tour/Visit object, so they may land as custom fields or Tasks.
Quotations
Mapping requiredQuotations are financial sales-closure records with workflow status. We map Quotation header fields and line items to the destination's equivalent Quotes or Opportunities, preserving workflow state as a custom property.
Pipeline Stages
Mapping requiredOpal CRM tracks lead progress through pipeline stages implied by its lead engagement tools. Stage names and order are preserved as a custom field or mapped to the destination's defined pipeline stages.
Activities (Calls, Emails, Meetings)
Mapping requiredInteraction logs — calls, emails, and meetings — are stored against leads. We migrate activity history as notes or timeline entries in the destination CRM, depending on what the target platform supports.
Role Permissions
Mapping requiredRole definitions (Admin, Manager, Sales Rep) do not export as structured data. We capture role assignments per user and document the mapping so administrators can reconfigure equivalent permissions in the destination platform.
Custom Properties
Mapping requiredOpal CRM supports custom fields on Leads and possibly other objects, but the schema is not publicly documented. We identify custom fields during discovery and map them to equivalent custom properties or standard fields in the destination.
| Object | Support | Notes |
|---|---|---|
| Leads | Fully supported | Leads are the primary object in Opal CRM — captured from forms, uploads, campaigns, and manual entry. We map Leads directly to Contacts or Leads in the destination CRM and preserve source attribution where present. |
| Sales Representatives | Fully supported | Team members with assigned roles (Sales Rep, Manager, Admin) are migrated as Users or Owner records. Role permissions are translated to equivalent access tiers in the destination platform. |
| Tour Plans | Mapping required | Tour Plans store field-sales itineraries with dates, locations, and expense line items. We export Tour Plans as structured records and flag that not all destination CRMs have a native Tour/Visit object, so they may land as custom fields or Tasks. |
| Quotations | Mapping required | Quotations are financial sales-closure records with workflow status. We map Quotation header fields and line items to the destination's equivalent Quotes or Opportunities, preserving workflow state as a custom property. |
| Pipeline Stages | Mapping required | Opal CRM tracks lead progress through pipeline stages implied by its lead engagement tools. Stage names and order are preserved as a custom field or mapped to the destination's defined pipeline stages. |
| Activities (Calls, Emails, Meetings) | Mapping required | Interaction logs — calls, emails, and meetings — are stored against leads. We migrate activity history as notes or timeline entries in the destination CRM, depending on what the target platform supports. |
| Role Permissions | Mapping required | Role definitions (Admin, Manager, Sales Rep) do not export as structured data. We capture role assignments per user and document the mapping so administrators can reconfigure equivalent permissions in the destination platform. |
| Custom Properties | Mapping required | Opal CRM supports custom fields on Leads and possibly other objects, but the schema is not publicly documented. We identify custom fields during discovery and map them to equivalent custom properties or standard fields in the destination. |
Gotchas
What to watch for in Opal CRM migrations
Issues we've hit on past Opal CRM migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
No publicly documented API for bulk data export
Tour Plan expense data may flatten during export
Quotation workflow state is not a standard CRM field
Free tier limits and trial expiry not visible in export
| Severity | Issue |
|---|---|
| High | No publicly documented API for bulk data export |
| Medium | Tour Plan expense data may flatten during export |
| Medium | Quotation workflow state is not a standard CRM field |
| Low | Free tier limits and trial expiry not visible in export |
Leaving Opal CRM?
Where Opal CRM customers move next
12 destinations Opal CRM can migrate to.
How a Opal CRM migration works
Four steps, Opal CRM-specific
Connect
API access requires active account or NDA plus Opal leadership approval — partner-gated. into Opal CRM. Scopes limited to read-only on the data we move.
Map
We translate Opal CRM-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Opal CRM quirks before production.
Migrate
Full migration with Opal CRM rate-limit handling. Rollback available throughout.
FAQ
Opal CRM migration FAQ
Answers to the questions buyers ask most during Opal CRM migration scoping. Not seeing yours? Book a call.
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Migrate Opal CRM.
Without the rebuild.
Free scoping call with a migration engineer. Tell us about your Opal CRM setup and destination — written quote back within a business day.