Migrate your SoulCRM data
Web-based CRM built for small and mid-sized Indian businesses, covering sales, marketing, purchase, and support in a single coordinated system.
In its favor
Why people choose SoulCRM
The signal that keeps SoulCRM on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Designed specifically for Indian SMBs with local business ecosystem understanding, addressing GST compliance, regional sales territories, and INR-based pricing from day one.
Offers an all-in-one platform covering sales, marketing, purchase, and support without requiring multiple disconnected tools, keeping data in a single coordinated system.
Free tier available with basic CRM functionality allows teams to validate fit and onboard without upfront cost, reducing commitment risk for small businesses.
Cloud-based access means teams across Indian cities can work from anywhere, with data centrally available and not siloed on individual machines.
Integrated telephony and email capture reduce the need for separate communication tools, consolidating customer interaction data in one place.
Limited international feature parity compared to global CRMs, with fewer advanced automation capabilities and third-party integrations available on the platform.
Small team size (51-100 employees) raises concerns about long-term product development velocity and support response times as the business scales.
Minimal public documentation and absence from major review platforms makes it difficult to assess real-world performance and get peer feedback before purchase.
SMB-focused design becomes a constraint when mid-market companies outgrow basic pipeline management and need enterprise-grade customization or API depth.
Reasons to switch
Why people leave SoulCRM
The recurring reasons buyers give for replacing SoulCRM. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where SoulCRM 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
SoulCRM pricing overview
SoulCRM uses a per-user, per-month pricing model with three tiers. A free tier exists for basic use, while paid tiers range from ₹639 to ₹799 per user per month with minimum seat requirements that affect total cost.
Free
Tier 1 of 3
Free forever
What's included
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Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on SoulCRM's schedule — see our quote-based pricing →
What gets migrated
SoulCRM object support
Object-by-object support for SoulCRM migrations. Per-pair details surface during scoping.
Leads
Fully supportedLeads are captured via website forms and managed through the Marketing Module with follow-up workflows. We migrate Lead records with status, source, and assignment fields intact. Custom lead scoring fields require field-level mapping.
Contacts
Fully supportedContacts store individual customer records with phone, email, address, and interaction history. We preserve the full contact profile and all standard fields during migration.
Companies/Accounts
Fully supportedCompanies represent business accounts and can be linked to multiple Contacts and Deals. We migrate Company records first to establish relationship integrity before importing dependent records.
Deals
Fully supportedDeals track sales opportunities through pipeline stages with amounts, probabilities, and owner assignments. We map stage names explicitly between source and destination to ensure pipeline continuity.
Activities
Mapping requiredSoulCRM logs email, call, and task activities against records. Activity notes and timestamps migrate cleanly; however, email body content format may require normalization depending on the destination CRM.
Marketing Campaigns
Mapping requiredCampaign records include name, type, start/end dates, and budget. Campaign membership links to Contacts and Leads require separate association mapping during import.
Custom Fields
Mapping requiredCustom fields are supported across modules for India-specific data like GST numbers and regional categories. We review each custom field for active usage before migration; deprecated fields with zero data are excluded.
Attachments
Mapping requiredFile attachments linked to Contacts, Companies, or Deals migrate as binary blobs. We extract and re-upload attachments to preserve documents, though folder hierarchy may flatten in the destination system.
| Object | Support | Notes |
|---|---|---|
| Leads | Fully supported | Leads are captured via website forms and managed through the Marketing Module with follow-up workflows. We migrate Lead records with status, source, and assignment fields intact. Custom lead scoring fields require field-level mapping. |
| Contacts | Fully supported | Contacts store individual customer records with phone, email, address, and interaction history. We preserve the full contact profile and all standard fields during migration. |
| Companies/Accounts | Fully supported | Companies represent business accounts and can be linked to multiple Contacts and Deals. We migrate Company records first to establish relationship integrity before importing dependent records. |
| Deals | Fully supported | Deals track sales opportunities through pipeline stages with amounts, probabilities, and owner assignments. We map stage names explicitly between source and destination to ensure pipeline continuity. |
| Activities | Mapping required | SoulCRM logs email, call, and task activities against records. Activity notes and timestamps migrate cleanly; however, email body content format may require normalization depending on the destination CRM. |
| Marketing Campaigns | Mapping required | Campaign records include name, type, start/end dates, and budget. Campaign membership links to Contacts and Leads require separate association mapping during import. |
| Custom Fields | Mapping required | Custom fields are supported across modules for India-specific data like GST numbers and regional categories. We review each custom field for active usage before migration; deprecated fields with zero data are excluded. |
| Attachments | Mapping required | File attachments linked to Contacts, Companies, or Deals migrate as binary blobs. We extract and re-upload attachments to preserve documents, though folder hierarchy may flatten in the destination system. |
Gotchas
What to watch for in SoulCRM migrations
Issues we've hit on past SoulCRM migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
No public API documentation discovered in research
Minimum user requirements on paid tiers affect per-seat pricing
Absence from G2, Capterra, and TrustRadius review platforms
Limited documented integrations with third-party tools
| Severity | Issue |
|---|---|
| High | No public API documentation discovered in research |
| Medium | Minimum user requirements on paid tiers affect per-seat pricing |
| Medium | Absence from G2, Capterra, and TrustRadius review platforms |
| Low | Limited documented integrations with third-party tools |
Leaving SoulCRM?
Where SoulCRM customers move next
12 destinations SoulCRM can migrate to.
How a SoulCRM migration works
Four steps, SoulCRM-specific
Connect
Not publicly documented into SoulCRM. Scopes limited to read-only on the data we move.
Map
We translate SoulCRM-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate SoulCRM quirks before production.
Migrate
Full migration with SoulCRM rate-limit handling. Rollback available throughout.
FAQ
SoulCRM migration FAQ
Answers to the questions buyers ask most during SoulCRM migration scoping. Not seeing yours? Book a call.
Can't find your answer?
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Migrate SoulCRM.
Without the rebuild.
Free scoping call with a migration engineer. Tell us about your SoulCRM setup and destination — written quote back within a business day.