Migrate your Simply CRM data
Simply CRM is a SugarCRM Professional fork that positions itself as the low-complexity CRM for teams who want core sales and contact management without the overhead of enterprise platforms.
In its favor
Why people choose Simply CRM
The signal that keeps Simply CRM on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
The platform is built on SugarCRM Professional but offered at a significantly lower price point than SugarCRM itself, making it attractive for teams that want SugarCRM capabilities without the full enterprise licensing cost.
Users consistently highlight the intuitive, low-complexity interface as the primary reason for adoption, with reviews citing ease of use and quick onboarding as key differentiators from larger CRMs.
Fast and responsive customer support is a recurring theme across reviews, with multiple users specifically praising the support team's speed and quality of answers.
The platform includes built-in sales, contact management, and reporting features sufficient for small-to-medium teams without requiring additional modules or add-ons.
A 14-day free trial with no credit card required lowers the barrier to evaluation, allowing teams to validate fit before committing to a paid subscription.
At least one user reported significant discrepancies between on-screen record data and exported CSV data, creating billing disputes with vendors — a data integrity concern during routine export operations.
Users coming from more feature-rich CRMs have reported that the platform lacks the depth of customization options available in competitors, causing them to outgrow the tool.
Sync issues attributed to server traffic and response delays have been noted as a source of friction, particularly during high-activity periods.
Some users have flagged that document and presentation tracking is either unavailable or insufficient for their workflow needs, requiring workarounds.
Reasons to switch
Why people leave Simply CRM
The recurring reasons buyers give for replacing Simply CRM. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Simply 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
Simply CRM pricing overview
Simply CRM uses per-user, per-month pricing starting at $12. No tier breakdown is publicly documented beyond the entry price, and add-on module availability depends on the underlying SugarCRM Professional configuration.
Standard
Tier 1 of 1
$12/user/month
What's included
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Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on Simply CRM's schedule — see our quote-based pricing →
What gets migrated
Simply CRM object support
Object-by-object support for Simply CRM migrations. Per-pair details surface during scoping.
Contacts
Fully supportedSugarCRM's primary contact record with standard fields (name, email, phone, address). We map these 1:1 to the destination Contact object and preserve the linked Company relationship by importing Companies first.
Companies/Accounts
Fully supportedSugarCRM Company module stores organizational records linked to Contacts and Deals. We import Companies before Contacts to maintain referential integrity through the relationship table.
Deals/Opportunities
Fully supportedSugarCRM Opportunities represent pipeline deals with amount, stage, and expected close date. We preserve deal stage names as-is but map them to the destination pipeline stage schema during import.
Leads
Fully supportedLeads are separate from Contacts in SugarCRM and include a conversion workflow to create a Contact and optional Account. We migrate Leads as-is and flag which records are already converted versus open.
Activities/Tasks
Mapping requiredSugarCRM Activities (calls, meetings, tasks) store date, duration, status, and parent links. Multi-user calendars are supported. We migrate Activities but re-link them to their parent records after the main import batch.
Pipeline Stages
Mapping requiredSugarCRM pipeline stages are defined per module and stored in the workflow engine. Stage names and order vary by installation. We extract the active stage map during scoping and translate it to the destination pipeline schema.
Users/Owners
Fully supportedSugarCRM User records include name, email, role, and team membership. We map Users to Owners in the destination and flag any orphaned assignments where a User has no destination equivalent.
Custom Fields
Mapping requiredSugarCRM allows custom fields on any module via Studio. Field types include varchar, int, decimal, date, enum, and multi-enum. We extract the custom field schema during the audit phase and generate transformation logic per field type.
Documents/Attachments
Mapping requiredSugarCRM stores documents in its file repository and links them to records via the notes module. We export files separately and re-associate them post-import to avoid orphaning during the data migration.
Tags/Labels
Mapping requiredSugarCRM uses Tag fields on records for categorization. These are comma-separated in the database. We split them and create or match Tags in the destination CRM during import.
| Object | Support | Notes |
|---|---|---|
| Contacts | Fully supported | SugarCRM's primary contact record with standard fields (name, email, phone, address). We map these 1:1 to the destination Contact object and preserve the linked Company relationship by importing Companies first. |
| Companies/Accounts | Fully supported | SugarCRM Company module stores organizational records linked to Contacts and Deals. We import Companies before Contacts to maintain referential integrity through the relationship table. |
| Deals/Opportunities | Fully supported | SugarCRM Opportunities represent pipeline deals with amount, stage, and expected close date. We preserve deal stage names as-is but map them to the destination pipeline stage schema during import. |
| Leads | Fully supported | Leads are separate from Contacts in SugarCRM and include a conversion workflow to create a Contact and optional Account. We migrate Leads as-is and flag which records are already converted versus open. |
| Activities/Tasks | Mapping required | SugarCRM Activities (calls, meetings, tasks) store date, duration, status, and parent links. Multi-user calendars are supported. We migrate Activities but re-link them to their parent records after the main import batch. |
| Pipeline Stages | Mapping required | SugarCRM pipeline stages are defined per module and stored in the workflow engine. Stage names and order vary by installation. We extract the active stage map during scoping and translate it to the destination pipeline schema. |
| Users/Owners | Fully supported | SugarCRM User records include name, email, role, and team membership. We map Users to Owners in the destination and flag any orphaned assignments where a User has no destination equivalent. |
| Custom Fields | Mapping required | SugarCRM allows custom fields on any module via Studio. Field types include varchar, int, decimal, date, enum, and multi-enum. We extract the custom field schema during the audit phase and generate transformation logic per field type. |
| Documents/Attachments | Mapping required | SugarCRM stores documents in its file repository and links them to records via the notes module. We export files separately and re-associate them post-import to avoid orphaning during the data migration. |
| Tags/Labels | Mapping required | SugarCRM uses Tag fields on records for categorization. These are comma-separated in the database. We split them and create or match Tags in the destination CRM during import. |
Gotchas
What to watch for in Simply CRM migrations
Issues we've hit on past Simply CRM migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
SugarCRM Professional edition gates certain modules
Export discrepancies between screen records and CSV output
Custom field schema varies per installation
Workflow automations do not survive migration
| Severity | Issue |
|---|---|
| Medium | SugarCRM Professional edition gates certain modules |
| High | Export discrepancies between screen records and CSV output |
| Medium | Custom field schema varies per installation |
| Medium | Workflow automations do not survive migration |
Leaving Simply CRM?
Where Simply CRM customers move next
12 destinations Simply CRM can migrate to.
How a Simply CRM migration works
Four steps, Simply CRM-specific
Connect
API key into Simply CRM. Scopes limited to read-only on the data we move.
Map
We translate Simply CRM-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Simply CRM quirks before production.
Migrate
Full migration with Simply CRM rate-limit handling. Rollback available throughout.
FAQ
Simply CRM migration FAQ
Answers to the questions buyers ask most during Simply CRM migration scoping. Not seeing yours? Book a call.
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Migrate Simply CRM.
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