Migrate your Simplicity Enterprise CRM data

Contacts are the primary record type in Simplicity CRM. Standard fields (name, email, phone, address) are well-documented and map cleanly to most destination CRMs.

Company or account records are supported with standard fields and relationship links to Contact records. Company-level fields map 1:1 in most migrations.

Deal records and associated pipeline stages are supported, but stage naming conventions and deal-value fields require explicit field-level mapping in every migration.

Emails, calls, meetings, and notes are tracked as activity records linked to contacts and companies. The activity type taxonomy may differ from the destination CRM and requires value mapping.

Segmentation data defines which contacts belong to which behavioural or demographic groups. Segment membership does not always map directly to tags or static lists in other CRMs and requires translation logic.

Campaign records track multi-channel campaign execution and response data. Campaign-to-contact associations must be preserved during migration to maintain response history.

The Simplicity Loyalty module stores program rules, reward tiers, and member balances as separate records. Loyalty data is relational and may not have a direct equivalent in non-loyalty CRMs.

Social follower data and interaction records are integrated within Simplicity. This data does not standardly exist in most destination CRMs and may be archived or mapped to notes.

Simplicity's configurable data structure means nearly every object can have client-defined custom fields. We map each custom field explicitly during the scoping phase.

File attachments linked to contacts, companies, or deals are supported but may require separate export handling depending on storage configuration.

Pipeline stages are configurable per client. We map stage order and stage-to-status logic explicitly to ensure deal workflow continuity in the destination system.