Migrate from Teamwork CRM to Freshsales

Discovery and Freshsales plan selection

We audit the source Teamwork CRM portal across record counts (Contacts, Companies, Leads, Opportunities, Activities), active pipeline and stage configuration, owner distribution, custom field definitions (field name, type, and options), and any filter or tag usage. We pair this with a Freshsales plan recommendation: Sprout (free) for basic contact and deal management without automation, Garden ($49/user) for workflow automation and multiple pipelines, or Pro ($69/user) for advanced AI features and full custom field access. The discovery output is a written migration scope, a Lead-Contact split rule definition, and a Freshsales plan recommendation.

Schema setup in Freshsales

We create the destination schema in Freshsales before any data import. This includes provisioning custom fields on Leads, Contacts, Accounts, and Deals (matching Teamwork CRM field names and types), configuring Lead Field Mapping so that Teamwork CRM custom fields route to the correct Freshsales target fields on conversion, creating the pipeline and stage structure matching the Teamwork CRM configuration, and setting up any multi-select picklist fields for tag migration. Schema is validated in a Freshsales trial or sandbox environment before production migration begins.

Data extraction from Teamwork CRM

We extract data from Teamwork CRM using CSV list-view exports and the REST API, respecting the 120 requests per minute rate limit. We capture the customer's active column configuration before export to ensure field completeness. The extraction runs in dependency order: Companies first, then Contacts and Leads, then Opportunities and Activities. Owner records are extracted separately for email-matching against the Freshsales User table. We flag any records with incomplete owner assignments for manual review before import.

Owner reconciliation and User provisioning

We extract every distinct Teamwork CRM owner referenced across Contacts, Companies, Deals, and Activities and match by email against the Freshsales User table. Owners without a matching Freshsales User are held in a reconciliation queue for the customer's admin to provision. Migration cannot proceed past Activity import until all OwnerId references are resolvable in Freshsales because Tasks and Appointments require an OwnerId to attach to the engagement timeline.

Production migration in dependency order

We run production migration in record-dependency order: Accounts (from Teamwork CRM Companies), then Contacts and Leads (with the split rule applied and Field Mapping configured), then Deals (with AccountId and OwnerId resolved), then Activities (Tasks and Appointments via Freshsales bulk import), then tags (as multi-select picklist values). Each phase emits a row-count reconciliation report before the next phase begins. Freshsales supports CSV imports of Leads, Contacts, Accounts, Deals, Tasks, Appointments, and Notes natively; we use the Bulk API for activity records exceeding 10,000 rows.

Cutover, validation, and automation rebuild handoff

We freeze writes to Teamwork CRM during the cutover window, run a final delta migration of any records modified during the migration, then enable Freshsales as the system of record. We deliver a written inventory of Teamwork CRM custom filters, active workflow patterns, and any Zapier automations for the customer's admin to rebuild in Freshsales's Automation section. We support a one-week post-migration validation window where we resolve record count discrepancies, field mapping corrections, and owner assignment issues raised by the customer's sales team. We do not rebuild automations as Freshsales workflows inside the migration scope.