Migrate your SalezShark data
Budget SMB CRM with built-in lead-enrichment hooks and workflow automation. Smaller sales teams adopt it for price; they outgrow it when enrichment quality and API opacity become migration blockers.
In its favor
Why people choose SalezShark
The signal that keeps SalezShark on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
SalezShark's entry price at $8/user/month makes it the lowest-cost CRM option for teams validating CRM adoption before committing budget to a more established platform.
The built-in contact-enrichment data (company email formats, employee headcount, revenue range) gives smaller teams a prospecting advantage without buying a separate enrichment tool.
The interface is consistently described as easy and simple to use, reducing the onboarding time required for sales reps unfamiliar with CRM systems.
Multi-currency support on the Professional tier makes it viable for small businesses with international deal flow, where competitors charge enterprise prices for the same capability.
SalezShark users report that contact and lead data quality degrades without constant enrichment, leading to bounced emails and poor deliverability that undermines outbound campaigns.
The minimum 10-user license requirement for monthly billing catches smaller teams unexpectedly — they pay for 10 licenses even when only 3-4 team members use the system.
The platform lacks a publicly documented API, making it impossible to automate data extraction or build integrations without manual CSV exports, which limits migration flexibility and ongoing data sync options.
Reasons to switch
Why people leave SalezShark
The recurring reasons buyers give for replacing SalezShark. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where SalezShark 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
SalezShark pricing overview
SalezShark uses a per-user, per-year billing model with annual payment required to access published rates (monthly billing enforces a 10-user minimum). Tiers range from $8 to $39/user/month, with a $120/user add-on for licenses beyond the base tier. Prices are exclusive of GST and Fair Usage Policy limits apply to marketing credits.
Lite
Tier 1 of 4
$8/user/month billed annually
What's included
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What gets migrated
SalezShark object support
Object-by-object support for SalezShark migrations. Per-pair details surface during scoping.
Leads
Mapping requiredSalezShark treats Leads as a distinct object from Contacts with auto-assignment rules and conversion scoring available on Basic and above. We map Leads to the destination's Lead or Contact object, preserving lead status and assignment logic as custom properties or stage transitions.
Contacts
Fully supportedContacts is the primary contact record object with name, email, phone, and address fields available across all tiers. Standard field names are consistent enough for direct mapping in most destination CRMs.
Accounts
Fully supportedAccount Management is available on all tiers and includes company-level fields. We map Accounts to the destination's Company or Account object using the standard company-name primary key.
Opportunities
Fully supportedOpportunity Management is included across all tiers and supports pipeline stage, deal value, close date, and owner assignment. We map Opportunities to the destination's Deal or Opportunity object with stage preservation.
Pipelines
Mapping requiredSalezShark supports multiple Sales Pipelines but the number and structure of pipeline stages is configurable per org. We export the current pipeline configuration and re-map stage names and ordering to the destination's pipeline schema.
Custom Fields
Mapping requiredCustom Fields are available on Basic tier and above. We export the custom field schema alongside the records and map each to the destination field, creating new custom fields where the destination lacks a matching standard field.
Documents
Mapping requiredDocument Management is available on Basic and above and includes file storage attached to records. We export document metadata and re-associate files with the corresponding contact, account, or opportunity record in the destination.
Workflow Automations
Mapping requiredWorkflow Automation is gated to the Professional tier. We document the trigger conditions, filter logic, and action sequences so they can be rebuilt in the destination's automation engine. We do not execute workflow logic at migration time.
Custom Event Triggers
Mapping requiredCustom Event Triggers are only available on Professional tier. These are exported as configuration records describing the trigger criteria and downstream actions so the destination team can replicate them.
Tasks and Activities
Fully supportedActivity and Task Management is available on all tiers. We map tasks with status, due date, owner, and association to the destination's task or activity object.
Users
Mapping requiredUser records map to owner and assignee fields in the destination, but user licenses are not migratable. We flag the owner reassignment step in the migration plan to avoid orphaned records.
Reports and Dashboards
Mapping requiredReports (standard and custom) and dashboards are exportable as configuration metadata. We preserve report filters and field selections but cannot migrate the underlying query results — these are regenerated post-migration in the destination.
Campaigns
Mapping requiredCampaigns and Mass Email configurations are available on Basic and above. We map campaign membership records (Contacts/Leads enrolled) to the destination's campaign object, but email content and templates are exported as assets.
| Object | Support | Notes |
|---|---|---|
| Leads | Mapping required | SalezShark treats Leads as a distinct object from Contacts with auto-assignment rules and conversion scoring available on Basic and above. We map Leads to the destination's Lead or Contact object, preserving lead status and assignment logic as custom properties or stage transitions. |
| Contacts | Fully supported | Contacts is the primary contact record object with name, email, phone, and address fields available across all tiers. Standard field names are consistent enough for direct mapping in most destination CRMs. |
| Accounts | Fully supported | Account Management is available on all tiers and includes company-level fields. We map Accounts to the destination's Company or Account object using the standard company-name primary key. |
| Opportunities | Fully supported | Opportunity Management is included across all tiers and supports pipeline stage, deal value, close date, and owner assignment. We map Opportunities to the destination's Deal or Opportunity object with stage preservation. |
| Pipelines | Mapping required | SalezShark supports multiple Sales Pipelines but the number and structure of pipeline stages is configurable per org. We export the current pipeline configuration and re-map stage names and ordering to the destination's pipeline schema. |
| Custom Fields | Mapping required | Custom Fields are available on Basic tier and above. We export the custom field schema alongside the records and map each to the destination field, creating new custom fields where the destination lacks a matching standard field. |
| Documents | Mapping required | Document Management is available on Basic and above and includes file storage attached to records. We export document metadata and re-associate files with the corresponding contact, account, or opportunity record in the destination. |
| Workflow Automations | Mapping required | Workflow Automation is gated to the Professional tier. We document the trigger conditions, filter logic, and action sequences so they can be rebuilt in the destination's automation engine. We do not execute workflow logic at migration time. |
| Custom Event Triggers | Mapping required | Custom Event Triggers are only available on Professional tier. These are exported as configuration records describing the trigger criteria and downstream actions so the destination team can replicate them. |
| Tasks and Activities | Fully supported | Activity and Task Management is available on all tiers. We map tasks with status, due date, owner, and association to the destination's task or activity object. |
| Users | Mapping required | User records map to owner and assignee fields in the destination, but user licenses are not migratable. We flag the owner reassignment step in the migration plan to avoid orphaned records. |
| Reports and Dashboards | Mapping required | Reports (standard and custom) and dashboards are exportable as configuration metadata. We preserve report filters and field selections but cannot migrate the underlying query results — these are regenerated post-migration in the destination. |
| Campaigns | Mapping required | Campaigns and Mass Email configurations are available on Basic and above. We map campaign membership records (Contacts/Leads enrolled) to the destination's campaign object, but email content and templates are exported as assets. |
Gotchas
What to watch for in SalezShark migrations
Issues we've hit on past SalezShark 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 automated extraction
Minimum 10-user billing regardless of actual headcount
Workflow Automations are not executable at migration time
Custom Field schema varies by tier and by org configuration
| Severity | Issue |
|---|---|
| High | No publicly documented API for automated extraction |
| Medium | Minimum 10-user billing regardless of actual headcount |
| Medium | Workflow Automations are not executable at migration time |
| Medium | Custom Field schema varies by tier and by org configuration |
Leaving SalezShark?
Where SalezShark customers move next
12 destinations SalezShark can migrate to.
How a SalezShark migration works
Four steps, SalezShark-specific
Connect
Not publicly documented into SalezShark. Scopes limited to read-only on the data we move.
Map
We translate SalezShark-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate SalezShark quirks before production.
Migrate
Full migration with SalezShark rate-limit handling. Rollback available throughout.
FAQ
SalezShark migration FAQ
Answers to the questions buyers ask most during SalezShark migration scoping. Not seeing yours? Book a call.
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