Migrate your RSoft CRM data
AI-powered sales CRM with deep roots in real estate and Indian SMB markets. Most useful for teams that want built-in telephony, WhatsApp, and IVR stacking on top of lead and pipeline management.
In its favor
Why people choose RSoft CRM
The signal that keeps RSoft CRM on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Real estate operators in India pick RSoft for its 12+ years of domain-specific automation and prebuilt templates for property developers, brokers, and channel partners.
Teams on a budget choose RSoft for its free tier and $8/user/month starting price, allowing small sales teams to evaluate before committing to a paid plan.
Indian SMBs with existing WhatsApp sales workflows choose RSoft because the platform bundles WhatsApp API integration directly rather than requiring a third-party connector.
Teams wanting built-in IVR and autodialer functionality without purchasing a separate telephony stack choose RSoft as an all-in-one option.
Organizations with multilingual support needs in English, Tamil, and Hindi pick RSoft for its native multilingual support desk and ticket system.
RSoft's true cost escalates rapidly — base pricing of ₹999/user/month balloons to ₹3,500/user/month once IVR and WhatsApp add-ons are stacked, surprising teams on tight budgets.
G2 reviewers report frequent email deliverability issues and email integration instability that causes conversation threads to scatter across inboxes.
Custom field and workflow limits on lower tiers force growing teams to upgrade before they see proportional value, prompting them to evaluate alternatives.
The platform's heavy India-market focus means limited English-language documentation and community resources for non-Indian teams.
Support response times of 2 business hours on Standard and Advanced tiers frustrate teams running time-sensitive sales operations.
Reasons to switch
Why people leave RSoft CRM
The recurring reasons buyers give for replacing RSoft CRM. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where RSoft 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
RSoft CRM pricing overview
RSoft charges per user per month with a tiered model where Standard starts at ₹999/user/month but gates custom fields, workflows, and filters at 5 each. Add-ons for IVR (₹499–₹1,499/user/month), WhatsApp API (₹2,500–₹5,000/month), and autodialer stack on top of the base subscription, making the effective cost 2–3× the headline price for teams that need telephony and messaging features.
Free
Tier 1 of 5
Free
What's included
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What gets migrated
RSoft CRM object support
Object-by-object support for RSoft CRM migrations. Per-pair details surface during scoping.
Contacts
Fully supportedContacts are the primary person records in RSoft. We map Contact name, phone, email, address, lifecycle stage, and owner. Custom contact properties above the 5-field tier limit require manual remapping per plan tier.
Leads
Fully supportedLeads are captured via web forms, WhatsApp, and manual entry. We migrate Lead source, status, score, assigned owner, and associated activities. RSoft's Lead-to-Contact conversion record is preserved as a tag on the resulting Contact.
Companies
Fully supportedCompany records hold organization data linked to multiple Contacts. We map company name, industry, size, address, and owner. Company-to-Contact relationships are preserved during migration by sequencing Companies before Contacts.
Deals
Mapping requiredDeals carry pipeline stage, amount, probability, expected close date, and owner. RSoft uses a drag-and-drop pipeline builder and allows multiple pipelines. We map pipeline names and stage labels explicitly to prevent deal-stage misalignment in the destination.
Pipeline Stages
Mapping requiredRSoft allows custom stage names and reorderable stages per pipeline. We extract the stage name, position, probability, and any stage-specific automation triggers and map them to the destination pipeline configuration.
Activities
Mapping requiredActivities include calls, emails, SMS, and notes logged against Contacts, Leads, or Deals. Call logs from IVR and autodialer are stored separately and may not export via standard CSV. We flag IVR call history as a partial-data migration risk upfront.
Tickets
Mapping requiredRSoft's Ticket Management processes requests from email, online, phone, chat, and social media. Custom ticket fields are limited by plan tier. We map ticket subject, status, priority, assignee, and conversation thread, noting that social media message threads may lose formatting during CSV export.
Custom Fields
Mapping requiredCustom fields are capped at 5 on Standard and Advanced plans, unlimited on Enterprise/Customised. Any custom fields beyond the destination plan's limit must be reviewed with the customer before import.
Workflows
Mapping requiredWorkflows automate lead nudges, follow-up sequences, and stage transitions via WhatsApp, email, calls, and SMS. Workflow definitions do not export — we document the workflow logic so it can be rebuilt in the destination system.
Attachments
Not in this platformRSoft does not expose document attachments via CSV export. Files linked to Contacts, Deals, or Tickets must be migrated separately via file transfer, not inline with record migration.
Tags
Fully supportedTags on Contacts, Leads, and Deals are exported via CSV and mapped as tags in the destination CRM. We deduplicate tags during import.
Users and Owners
Mapping requiredRSoft user accounts map to Owner fields on Deals, Contacts, Leads, and Tickets. We extract the full user roster and map each to a corresponding user in the destination. Orphaned owner references are flagged for manual reassignment.
| Object | Support | Notes |
|---|---|---|
| Contacts | Fully supported | Contacts are the primary person records in RSoft. We map Contact name, phone, email, address, lifecycle stage, and owner. Custom contact properties above the 5-field tier limit require manual remapping per plan tier. |
| Leads | Fully supported | Leads are captured via web forms, WhatsApp, and manual entry. We migrate Lead source, status, score, assigned owner, and associated activities. RSoft's Lead-to-Contact conversion record is preserved as a tag on the resulting Contact. |
| Companies | Fully supported | Company records hold organization data linked to multiple Contacts. We map company name, industry, size, address, and owner. Company-to-Contact relationships are preserved during migration by sequencing Companies before Contacts. |
| Deals | Mapping required | Deals carry pipeline stage, amount, probability, expected close date, and owner. RSoft uses a drag-and-drop pipeline builder and allows multiple pipelines. We map pipeline names and stage labels explicitly to prevent deal-stage misalignment in the destination. |
| Pipeline Stages | Mapping required | RSoft allows custom stage names and reorderable stages per pipeline. We extract the stage name, position, probability, and any stage-specific automation triggers and map them to the destination pipeline configuration. |
| Activities | Mapping required | Activities include calls, emails, SMS, and notes logged against Contacts, Leads, or Deals. Call logs from IVR and autodialer are stored separately and may not export via standard CSV. We flag IVR call history as a partial-data migration risk upfront. |
| Tickets | Mapping required | RSoft's Ticket Management processes requests from email, online, phone, chat, and social media. Custom ticket fields are limited by plan tier. We map ticket subject, status, priority, assignee, and conversation thread, noting that social media message threads may lose formatting during CSV export. |
| Custom Fields | Mapping required | Custom fields are capped at 5 on Standard and Advanced plans, unlimited on Enterprise/Customised. Any custom fields beyond the destination plan's limit must be reviewed with the customer before import. |
| Workflows | Mapping required | Workflows automate lead nudges, follow-up sequences, and stage transitions via WhatsApp, email, calls, and SMS. Workflow definitions do not export — we document the workflow logic so it can be rebuilt in the destination system. |
| Attachments | Not in this platform | RSoft does not expose document attachments via CSV export. Files linked to Contacts, Deals, or Tickets must be migrated separately via file transfer, not inline with record migration. |
| Tags | Fully supported | Tags on Contacts, Leads, and Deals are exported via CSV and mapped as tags in the destination CRM. We deduplicate tags during import. |
| Users and Owners | Mapping required | RSoft user accounts map to Owner fields on Deals, Contacts, Leads, and Tickets. We extract the full user roster and map each to a corresponding user in the destination. Orphaned owner references are flagged for manual reassignment. |
Gotchas
What to watch for in RSoft CRM migrations
Issues we've hit on past RSoft CRM migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
Add-on cost stacking inflates the headline price
Custom fields and workflows are tier-gated
IVR call logs and WhatsApp conversations do not export via CSV
No publicly documented API rate limits or bulk endpoints
Record limits vary by plan tier
| Severity | Issue |
|---|---|
| High | Add-on cost stacking inflates the headline price |
| Medium | Custom fields and workflows are tier-gated |
| High | IVR call logs and WhatsApp conversations do not export via CSV |
| Low | No publicly documented API rate limits or bulk endpoints |
| Medium | Record limits vary by plan tier |
Leaving RSoft CRM?
Where RSoft CRM customers move next
12 destinations RSoft CRM can migrate to.
How a RSoft CRM migration works
Four steps, RSoft CRM-specific
Connect
Not publicly documented into RSoft CRM. Scopes limited to read-only on the data we move.
Map
We translate RSoft CRM-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate RSoft CRM quirks before production.
Migrate
Full migration with RSoft CRM rate-limit handling. Rollback available throughout.
FAQ
RSoft CRM migration FAQ
Answers to the questions buyers ask most during RSoft CRM migration scoping. Not seeing yours? Book a call.
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Migrate RSoft CRM.
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