Migrate your Rizer data
Influencer-focused marketing CRM combining social automation with contact nurturing and referral tracking for small agencies and creator teams.
In its favor
Why people choose Rizer
The signal that keeps Rizer on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Low entry price at $19/month for a single user makes it accessible for solo influencers and small creator teams evaluating CRM fit.
Built-in influencer social scheduling combined with contact management eliminates the need for a separate social media tool.
Workflow automation for contact nurturing runs automatically on callback dates and lifecycle stage transitions, reducing manual follow-up.
CSV import/export for clients, projects, tasks, and team members provides a straightforward data portability path without developer involvement.
Referral tracking and attribution are embedded in the Contact record, giving marketers visibility into which sources drive conversions.
API call limits on the base tier (500/month) are quickly exhausted during active campaigns, forcing upgrades or manual exports.
The platform's evolution between Referrizer branding and Rize branding has created confusion about which product is current and which support docs apply.
Time-tracking features exist in a separate product tier, and data does not sync automatically between the marketing CRM and the billing side.
Reasons to switch
Why people leave Rizer
The recurring reasons buyers give for replacing Rizer. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Rizer 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
Rizer pricing overview
Rizer Social is priced per user on the marketing CRM side, starting at $19/month for one user with 500 API calls. Rize time-tracking is a separate product priced from $20/seat/month. The two products do not share a unified data export or API, and migration scoping must account for both separately.
Starter
Tier 1 of 4
$19/month or $190/year
What's included
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What gets migrated
Rizer object support
Object-by-object support for Rizer migrations. Per-pair details surface during scoping.
Contacts
Fully supportedCore CRM object in Rizer. Holds name, email, phone, and all communication history. Standard fields map cleanly to most destination CRMs. Custom fields on contacts are supported via the Referrizer API endpoint.
Companies/Accounts
Mapping requiredLinked to Contacts via a company association. Some fields like industry tags and custom company properties require value-mapping to equivalent fields in the destination platform.
Workflows
Mapping requiredAutomated email sequences attached to Contact lifecycle stages. Workflow definitions include branching logic, delay rules, and tag triggers. We preserve workflow names and trigger conditions as custom fields in the destination rather than recreating the automation logic.
Clients
Fully supportedA top-level entity in Rize (time-tracking product). Clients map directly to Companies/Accounts in most destination CRMs. CSV import/export documented in the Rize changelog.
Projects
Mapping requiredProjects belong to Clients and contain Tasks. Some destination CRMs represent these as Deals with a parent-child structure. We flatten the hierarchy and tag records appropriately.
Tasks
Mapping requiredNested under Projects. Subtasks are not a separate object — they are a boolean or count field on a Task. We expand these into discrete records in destination platforms that support a Subtask object.
Team Members
Fully supportedUser accounts within the platform. Role assignments (admin, manager, member) map to Owner/User fields in destination CRMs. CSV import/export endpoint documented in the Rize changelog.
Tags
Mapping requiredApplied to Contacts and Workflows. Tags are flat string lists. Some destinations treat tags as labels on objects, others require a separate tagging taxonomy. We normalize these at migration time.
Custom Fields
Mapping requiredThe Referrizer API supports custom field descriptors on Contacts. These are stored as key-value pairs and may have data-type constraints. We inspect the field type before writing to the destination to avoid type-mismatch errors.
Referral Data
Mapping requiredReferral tracking sources and attribution windows are stored on Contact records. The source field maps to a custom property in most destination CRMs. Attribution history may span multiple fields.
| Object | Support | Notes |
|---|---|---|
| Contacts | Fully supported | Core CRM object in Rizer. Holds name, email, phone, and all communication history. Standard fields map cleanly to most destination CRMs. Custom fields on contacts are supported via the Referrizer API endpoint. |
| Companies/Accounts | Mapping required | Linked to Contacts via a company association. Some fields like industry tags and custom company properties require value-mapping to equivalent fields in the destination platform. |
| Workflows | Mapping required | Automated email sequences attached to Contact lifecycle stages. Workflow definitions include branching logic, delay rules, and tag triggers. We preserve workflow names and trigger conditions as custom fields in the destination rather than recreating the automation logic. |
| Clients | Fully supported | A top-level entity in Rize (time-tracking product). Clients map directly to Companies/Accounts in most destination CRMs. CSV import/export documented in the Rize changelog. |
| Projects | Mapping required | Projects belong to Clients and contain Tasks. Some destination CRMs represent these as Deals with a parent-child structure. We flatten the hierarchy and tag records appropriately. |
| Tasks | Mapping required | Nested under Projects. Subtasks are not a separate object — they are a boolean or count field on a Task. We expand these into discrete records in destination platforms that support a Subtask object. |
| Team Members | Fully supported | User accounts within the platform. Role assignments (admin, manager, member) map to Owner/User fields in destination CRMs. CSV import/export endpoint documented in the Rize changelog. |
| Tags | Mapping required | Applied to Contacts and Workflows. Tags are flat string lists. Some destinations treat tags as labels on objects, others require a separate tagging taxonomy. We normalize these at migration time. |
| Custom Fields | Mapping required | The Referrizer API supports custom field descriptors on Contacts. These are stored as key-value pairs and may have data-type constraints. We inspect the field type before writing to the destination to avoid type-mismatch errors. |
| Referral Data | Mapping required | Referral tracking sources and attribution windows are stored on Contact records. The source field maps to a custom property in most destination CRMs. Attribution history may span multiple fields. |
Gotchas
What to watch for in Rizer migrations
Issues we've hit on past Rizer migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
API call budget on Starter tier is migration-critical
Dual-product data model requires separate export scopes
Custom field data types are not validated at export time
| Severity | Issue |
|---|---|
| High | API call budget on Starter tier is migration-critical |
| Medium | Dual-product data model requires separate export scopes |
| Medium | Custom field data types are not validated at export time |
Leaving Rizer?
Where Rizer customers move next
12 destinations Rizer can migrate to.
How a Rizer migration works
Four steps, Rizer-specific
Connect
API key into Rizer. Scopes limited to read-only on the data we move.
Map
We translate Rizer-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Rizer quirks before production.
Migrate
Full migration with Rizer rate-limit handling. Rollback available throughout.
FAQ
Rizer migration FAQ
Answers to the questions buyers ask most during Rizer migration scoping. Not seeing yours? Book a call.
Can't find your answer?
Walk through your Rizer migration with a real engineer — 30 minutes, free, written quote within 24 hours.
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Migrate Rizer.
Without the rebuild.
Free scoping call with a migration engineer. Tell us about your Rizer setup and destination — written quote back within a business day.