Migrate your Sales Infinite data
AI-native all-in-one sales CRM that embeds automation across the full revenue cycle. Built for teams that want pipeline visibility and outreach orchestration in a single tool.
In its favor
Why people choose Sales Infinite
The signal that keeps Sales Infinite on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
All-in-one SaaS combining B2B/B2C CRM, e-commerce, and backend processes — reduces the integration burden vs stitching CRM + cart + ERP.
Full sales cycle in one product: lead capture → quotations → orders → invoices → automated follow-ups.
CRM with native invoicing — auto-consolidates electronic invoices across multiple sale orders rather than relying on a separate accounting tool.
Dynamic product engine handles complex pricing rules (volume, customer-segment, contract-specific).
Entry pricing of £30/user/month per SoftwareSuggest puts it below mid-market HubSpot/Salesforce comparables.
Smaller reviewer footprint — G2/Capterra/SoftwareWorld pages exist but with limited content depth.
Single-tier published price hides feature-by-tier differences customers expect from larger platforms.
Niche fit for SMBs — enterprise buyers typically need richer admin, multi-region, and compliance controls.
Limited public API documentation surfaced on the vendor site.
Dynamic pricing engine breadth means setup can be heavier than light-weight CRMs.
Reasons to switch
Why people leave Sales Infinite
The recurring reasons buyers give for replacing Sales Infinite. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Sales Infinite 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
Sales Infinite pricing overview
Sales Infinite price starts at £30/user/month per SoftwareWorld and Software Finder aggregator listings. A free trial is available. Specific tier breakdowns and feature-by-tier matrices are not transparently published on the vendor site; quotes are sales-led for higher-volume or multi-module engagements.
Standard (entry)
Tier 1 of 1
From £30/user/month per aggregator listings
What's included
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Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on Sales Infinite's schedule — see our quote-based pricing →
What gets migrated
Sales Infinite object support
Object-by-object support for Sales Infinite migrations. Per-pair details surface during scoping.
Contacts
Fully supportedStandard contact records with name, email, phone, address, and custom properties. Full field-level mapping supported. We preserve Owner assignment by cross-referencing user email addresses in the destination.
Accounts
Fully supportedAccount records map cleanly 1:1. Industry, annual revenue, and type fields translate directly. We flag any custom Account properties that exceed the standard field set.
Opportunities
Mapping requiredOpportunity records migrate with Amount, CloseDate, and Stage. Pipeline stage names are destination-specific — we capture the full stage label set from Sales Infinite and map it to the destination's equivalent pipeline stages before import.
Leads
Mapping requiredLead object may be gated to higher tiers. Where the destination lacks a separate Lead object, we merge Lead records into Contacts and preserve Lead_Status as a custom Contact property. We flag Lead source and rating fields for value mapping.
Activities
Mapping requiredEmails, calls, tasks, and events are stored as Activity records. We reconstruct the chronological engagement timeline in the destination, mapping Sales Infinite activity types to the destination's engagement log schema. Attachments on activities require separate API calls.
Custom Fields
Mapping requiredCustom fields on any standard object require schema discovery before mapping. Picklist values, formula fields, and roll-up summaries may have destination-side equivalents we identify during the field audit phase.
Notes and Attachments
Mapping requiredLegacy Notes migrate as enhanced Notes. File attachments download via individual API requests per record and re-upload to the destination linked to the parent object. Large attachment sets increase export time proportionally.
Pipelines
Mapping requiredPipelines and pipeline stages are configuration data, not records. We extract stage labels, probabilities, and ordering from the source org and reconstruct the equivalent pipeline structure in the destination during setup.
| Object | Support | Notes |
|---|---|---|
| Contacts | Fully supported | Standard contact records with name, email, phone, address, and custom properties. Full field-level mapping supported. We preserve Owner assignment by cross-referencing user email addresses in the destination. |
| Accounts | Fully supported | Account records map cleanly 1:1. Industry, annual revenue, and type fields translate directly. We flag any custom Account properties that exceed the standard field set. |
| Opportunities | Mapping required | Opportunity records migrate with Amount, CloseDate, and Stage. Pipeline stage names are destination-specific — we capture the full stage label set from Sales Infinite and map it to the destination's equivalent pipeline stages before import. |
| Leads | Mapping required | Lead object may be gated to higher tiers. Where the destination lacks a separate Lead object, we merge Lead records into Contacts and preserve Lead_Status as a custom Contact property. We flag Lead source and rating fields for value mapping. |
| Activities | Mapping required | Emails, calls, tasks, and events are stored as Activity records. We reconstruct the chronological engagement timeline in the destination, mapping Sales Infinite activity types to the destination's engagement log schema. Attachments on activities require separate API calls. |
| Custom Fields | Mapping required | Custom fields on any standard object require schema discovery before mapping. Picklist values, formula fields, and roll-up summaries may have destination-side equivalents we identify during the field audit phase. |
| Notes and Attachments | Mapping required | Legacy Notes migrate as enhanced Notes. File attachments download via individual API requests per record and re-upload to the destination linked to the parent object. Large attachment sets increase export time proportionally. |
| Pipelines | Mapping required | Pipelines and pipeline stages are configuration data, not records. We extract stage labels, probabilities, and ordering from the source org and reconstruct the equivalent pipeline structure in the destination during setup. |
Gotchas
What to watch for in Sales Infinite migrations
Issues we've hit on past Sales Infinite migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
Invoicing and CRM share a unified data model — separate export paths require coordination
Dynamic product engine carries pricing rule configuration
| Severity | Issue |
|---|---|
| Medium | Invoicing and CRM share a unified data model — separate export paths require coordination |
| Medium | Dynamic product engine carries pricing rule configuration |
Leaving Sales Infinite?
Where Sales Infinite customers move next
12 destinations Sales Infinite can migrate to.
How a Sales Infinite migration works
Four steps, Sales Infinite-specific
Connect
OAuth 2.0 into Sales Infinite. Scopes limited to read-only on the data we move.
Map
We translate Sales Infinite-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Sales Infinite quirks before production.
Migrate
Full migration with Sales Infinite rate-limit handling. Rollback available throughout.
FAQ
Sales Infinite migration FAQ
Answers to the questions buyers ask most during Sales Infinite migration scoping. Not seeing yours? Book a call.
Can't find your answer?
Walk through your Sales Infinite migration with a real engineer — 30 minutes, free, written quote within 24 hours.
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Migrate Sales Infinite.
Without the rebuild.
Free scoping call with a migration engineer. Tell us about your Sales Infinite setup and destination — written quote back within a business day.