Migrate your Sharp CRM data
AI-powered all-in-one CRM with flat-rate unlimited-user pricing. Built for marketing agencies and SMBs who want CRM, automation, and AI content tools in a single platform.
In its favor
Why people choose Sharp CRM
The signal that keeps Sharp CRM on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
All-in-one consolidation removes the need to manage separate CRM, email, SMS, and scheduling tools — one platform covers the workflow end-to-end for small teams.
Flat-rate unlimited-user pricing means agencies can scale their team without triggering per-seat cost increases, a common pain point with HubSpot and Salesforce.
AI-driven content and image generation is marketed as built-in rather than requiring a third-party AI integration, reducing tool sprawl for marketing teams.
Sales funnel visualization and task management are cited as intuitive by small-business users, with lead conversion improvements noted in G2 reviews.
Quick onboarding is emphasized in positioning — users report becoming proficient in under an hour without formal training, reducing adoption friction.
Documentation gaps are a recurring theme — users note that in-app guidance and support materials are insufficient for non-obvious workflows.
Email marketing integration feels disconnected from the CRM core — one reviewer specifically flagged that the bulk emailer does not integrate tightly with contact records.
Learning curve for advanced features — a Capterra reviewer for a related Sharp product noted that the platform requires learning all aspects to benefit, and teams that assume they know it all spend hours correcting mistakes.
Limited community or third-party ecosystem compared to established CRMs, which makes finding external help or integrations harder.
Reasons to switch
Why people leave Sharp CRM
The recurring reasons buyers give for replacing Sharp CRM. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Sharp 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
Sharp CRM pricing overview
Sharp CRM (Sharp AI) uses a flat-fee pricing model — a single platform rate regardless of user count — which the blog positions as a key differentiator from per-seat competitors. No tier-specific pricing tiers were found in the research record. Pricing must be confirmed directly with Sharp CRM sales.
Standard (Do It Yourself)
Tier 1 of 3
£99/month or £990/year
What's included
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Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on Sharp CRM's schedule — see our quote-based pricing →
What gets migrated
Sharp CRM object support
Object-by-object support for Sharp CRM migrations. Per-pair details surface during scoping.
Contacts
Fully supportedContacts are the primary object. Standard fields (name, email, phone, address) map cleanly to any destination CRM. We import in sequence with Companies to preserve the relationship.
Companies
Fully supportedCompanies or Accounts store organization-level data. We migrate Company records first, then Contacts, so the contact-to-company link resolves at import time.
Deals
Mapping requiredDeals carry pipeline stage, value, and close date. Pipeline stage names vary by customer configuration and must be mapped explicitly to the destination's stage set.
Tasks
Mapping requiredTasks include title, due date, assignee, and status. Assignee mapping requires matching users between systems by email or name.
Activities
Mapping requiredActivities (calls, emails, notes) attach to Contacts or Companies. We preserve the activity type and timestamp; body content migrates as plain text.
Custom Fields
Mapping requiredCustom fields are common in Sharp CRM for industry-specific data. We enumerate custom fields during scoping and map each to the destination field by type and name.
Pipeline Stages
Mapping requiredPipeline stages are configurable per customer. Stage order and names do not export in standard format and must be documented during scoping before mapping.
Attachments
Mapping requiredFile attachments associated with Contacts or Deals may exist. We export attachments to a file store and link them by record ID in the destination system.
Users
Mapping requiredUser records (name, email, role) migrate to create matching user accounts in the destination. Active/inactive status is preserved; seat counts are re-evaluated post-migration.
Tags
Mapping requiredTags or labels on Contacts and Deals are exported as tag arrays and mapped to the destination's tagging system, which may use a different field or object.
| Object | Support | Notes |
|---|---|---|
| Contacts | Fully supported | Contacts are the primary object. Standard fields (name, email, phone, address) map cleanly to any destination CRM. We import in sequence with Companies to preserve the relationship. |
| Companies | Fully supported | Companies or Accounts store organization-level data. We migrate Company records first, then Contacts, so the contact-to-company link resolves at import time. |
| Deals | Mapping required | Deals carry pipeline stage, value, and close date. Pipeline stage names vary by customer configuration and must be mapped explicitly to the destination's stage set. |
| Tasks | Mapping required | Tasks include title, due date, assignee, and status. Assignee mapping requires matching users between systems by email or name. |
| Activities | Mapping required | Activities (calls, emails, notes) attach to Contacts or Companies. We preserve the activity type and timestamp; body content migrates as plain text. |
| Custom Fields | Mapping required | Custom fields are common in Sharp CRM for industry-specific data. We enumerate custom fields during scoping and map each to the destination field by type and name. |
| Pipeline Stages | Mapping required | Pipeline stages are configurable per customer. Stage order and names do not export in standard format and must be documented during scoping before mapping. |
| Attachments | Mapping required | File attachments associated with Contacts or Deals may exist. We export attachments to a file store and link them by record ID in the destination system. |
| Users | Mapping required | User records (name, email, role) migrate to create matching user accounts in the destination. Active/inactive status is preserved; seat counts are re-evaluated post-migration. |
| Tags | Mapping required | Tags or labels on Contacts and Deals are exported as tag arrays and mapped to the destination's tagging system, which may use a different field or object. |
Gotchas
What to watch for in Sharp CRM migrations
Issues we've hit on past Sharp CRM migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
No documented public API in the research record
Workflows and automations do not export natively
Custom fields are common and require per-customer mapping
Pipeline stage definitions must be mapped manually
| Severity | Issue |
|---|---|
| High | No documented public API in the research record |
| Medium | Workflows and automations do not export natively |
| Medium | Custom fields are common and require per-customer mapping |
| Low | Pipeline stage definitions must be mapped manually |
Leaving Sharp CRM?
Where Sharp CRM customers move next
12 destinations Sharp CRM can migrate to.
How a Sharp CRM migration works
Four steps, Sharp CRM-specific
Connect
Not publicly documented on sharpai.app — credentials issued per-customer for integration use into Sharp CRM. Scopes limited to read-only on the data we move.
Map
We translate Sharp CRM-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Sharp CRM quirks before production.
Migrate
Full migration with Sharp CRM rate-limit handling. Rollback available throughout.
FAQ
Sharp CRM migration FAQ
Answers to the questions buyers ask most during Sharp CRM migration scoping. Not seeing yours? Book a call.
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