Migrate your Salesboom data
Legacy Salesforce-compatible CRM with ERP add-ons and aggressive Salesforce-migration positioning. Best for SMBs that want Salesforce parity without the Salesforce price tag.
In its favor
Why people choose Salesboom
The signal that keeps Salesboom on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Cost parity with Salesforce at roughly 40% lower price, making it attractive to SMBs that want CRM depth without enterprise pricing.
Unlimited custom fields, custom tabs, and page layouts included at no additional charge across all tiers, removing a major cost blocker for complex deployments.
Native Microsoft Outlook and QuickBooks integrations built directly into the platform, reducing third-party middleware requirements for Microsoft-centric shops.
Integrated email system with HTML templates and mass email support bundled into all editions, a feature Salesforce gates behind multiple add-ons.
The Migration Magic Button targets disenchanted Salesforce customers specifically, signalling a product philosophy built around platform-switching rather than organic growth.
The 30-user cap on the Team tier forces growing teams to upgrade prematurely or manage multiple small accounts, creating billing friction during scale-up.
Report column ordering does not persist into CSV exports, meaning analysts must reorder fields manually after every download — a friction point for data-heavy teams.
The UI and feature set are perceived as dated compared to modern CRMs, with customers on G2 and Capterra noting the interface lags current design expectations.
Limited third-party ecosystem and marketplace app availability compared to HubSpot, Salesforce, or Pipedrive, constraining extensibility.
No public API rate limit documentation makes high-volume migration planning difficult, requiring customers to discover limits through trial and error.
Reasons to switch
Why people leave Salesboom
The recurring reasons buyers give for replacing Salesboom. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Salesboom 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
Salesboom pricing overview
Salesboom uses a per-user-per-month model across three tiers, with optional ERP add-on modules priced separately at $10/user/month per module. The Enterprise edition includes custom API access and advanced workflow automation not available on lower tiers. Extra storage beyond tier allocations may incur additional charges.
Team
Tier 1 of 3
$14/user/month
What's included
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Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on Salesboom's schedule — see our quote-based pricing →
What gets migrated
Salesboom object support
Object-by-object support for Salesboom migrations. Per-pair details surface during scoping.
Leads
Fully supportedSalesboom treats Leads as a distinct tab with its own field structure. We migrate Leads 1:1 and map them to the destination's Lead or Contact object depending on target schema. Custom Lead fields are accessible via the JSON API and transfer cleanly.
Accounts
Fully supportedAccounts are the company-level records in Salesboom's data model. We preserve the full Account hierarchy, billing/shipping addresses, and any custom Account fields during migration. The platform supports unlimited custom fields on this tab at no cost.
Contacts
Fully supportedContacts attach to Accounts and carry name, email, phone, and address fields. We maintain the Contact-to-Account association during migration and map any custom Contact properties to the destination's equivalent field.
Opportunities
Fully supportedOpportunities represent pipeline deals with stage, amount, close date, and probability fields. We map Opportunities to Deals or the destination CRM's equivalent object, preserving stage names and custom fields. Territory assignment on Opportunities requires explicit mapping.
Tasks
Mapping requiredTasks and Calendar Events are separate objects in Salesboom. Task subject, status, priority, due date, and assigned owner migrate directly. Recurring tasks require flattening into individual records unless the destination supports recurrence natively.
Notes
Fully supportedNotes attach to any parent record (Account, Contact, Opportunity). We migrate note body text, associated parent object, and ownership. Rich-text formatting in notes is preserved as plain text to ensure compatibility across platforms.
Cases
Mapping requiredCases are ticket-style support records with status, priority, origin, and resolution fields. We map Cases to the destination's ticket or case object, but auto-assignment rules and escalation workflows must be reconfigured post-migration as these are platform-specific.
Custom Fields
Fully supportedSalesboom allows unlimited custom fields on any standard tab (Lead, Account, Contact, Opportunity, Case, etc.) with no per-field pricing. We migrate all custom fields and their data, including fields added after initial setup. The destination field type must be confirmed during scoping.
Workflow Automation
Mapping requiredWorkflow rules and time-based automation are tier-gated: basic workflow is limited on Team, full automation requires Professional or Enterprise. We extract workflow definitions and note which ones require Enterprise-tier features at the destination. Replicated workflows need post-migration re-authoring.
ERP Modules (AP, HR, Payroll, PTO)
Mapping requiredEach ERP module is a paid add-on at $10/user/month. These modules (Accounts Payable, HR Policy Tracking, Payroll, PTO Management) have distinct schemas from standard CRM objects. We migrate transaction and employee records individually and flag ERP module data for custom field mapping before import.
| Object | Support | Notes |
|---|---|---|
| Leads | Fully supported | Salesboom treats Leads as a distinct tab with its own field structure. We migrate Leads 1:1 and map them to the destination's Lead or Contact object depending on target schema. Custom Lead fields are accessible via the JSON API and transfer cleanly. |
| Accounts | Fully supported | Accounts are the company-level records in Salesboom's data model. We preserve the full Account hierarchy, billing/shipping addresses, and any custom Account fields during migration. The platform supports unlimited custom fields on this tab at no cost. |
| Contacts | Fully supported | Contacts attach to Accounts and carry name, email, phone, and address fields. We maintain the Contact-to-Account association during migration and map any custom Contact properties to the destination's equivalent field. |
| Opportunities | Fully supported | Opportunities represent pipeline deals with stage, amount, close date, and probability fields. We map Opportunities to Deals or the destination CRM's equivalent object, preserving stage names and custom fields. Territory assignment on Opportunities requires explicit mapping. |
| Tasks | Mapping required | Tasks and Calendar Events are separate objects in Salesboom. Task subject, status, priority, due date, and assigned owner migrate directly. Recurring tasks require flattening into individual records unless the destination supports recurrence natively. |
| Notes | Fully supported | Notes attach to any parent record (Account, Contact, Opportunity). We migrate note body text, associated parent object, and ownership. Rich-text formatting in notes is preserved as plain text to ensure compatibility across platforms. |
| Cases | Mapping required | Cases are ticket-style support records with status, priority, origin, and resolution fields. We map Cases to the destination's ticket or case object, but auto-assignment rules and escalation workflows must be reconfigured post-migration as these are platform-specific. |
| Custom Fields | Fully supported | Salesboom allows unlimited custom fields on any standard tab (Lead, Account, Contact, Opportunity, Case, etc.) with no per-field pricing. We migrate all custom fields and their data, including fields added after initial setup. The destination field type must be confirmed during scoping. |
| Workflow Automation | Mapping required | Workflow rules and time-based automation are tier-gated: basic workflow is limited on Team, full automation requires Professional or Enterprise. We extract workflow definitions and note which ones require Enterprise-tier features at the destination. Replicated workflows need post-migration re-authoring. |
| ERP Modules (AP, HR, Payroll, PTO) | Mapping required | Each ERP module is a paid add-on at $10/user/month. These modules (Accounts Payable, HR Policy Tracking, Payroll, PTO Management) have distinct schemas from standard CRM objects. We migrate transaction and employee records individually and flag ERP module data for custom field mapping before import. |
Gotchas
What to watch for in Salesboom migrations
Issues we've hit on past Salesboom migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
30-user Team tier cap causes silent overage during migration
Report column order does not persist into CSV exports
ERP add-on modules have separate per-module pricing not visible in base tier cost
Custom API provisioning is customer-account-specific, not globally documented
Territory management and time-based workflows require Professional or Enterprise tier
| Severity | Issue |
|---|---|
| High | 30-user Team tier cap causes silent overage during migration |
| Medium | Report column order does not persist into CSV exports |
| Medium | ERP add-on modules have separate per-module pricing not visible in base tier cost |
| Low | Custom API provisioning is customer-account-specific, not globally documented |
| Low | Territory management and time-based workflows require Professional or Enterprise tier |
Leaving Salesboom?
Where Salesboom customers move next
12 destinations Salesboom can migrate to.
How a Salesboom migration works
Four steps, Salesboom-specific
Connect
Username/password via JSON API endpoint into Salesboom. Scopes limited to read-only on the data we move.
Map
We translate Salesboom-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Salesboom quirks before production.
Migrate
Full migration with Salesboom rate-limit handling. Rollback available throughout.
FAQ
Salesboom migration FAQ
Answers to the questions buyers ask most during Salesboom migration scoping. Not seeing yours? Book a call.
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Migrate Salesboom.
Without the rebuild.
Free scoping call with a migration engineer. Tell us about your Salesboom setup and destination — written quote back within a business day.