Migrate your Tubular CRM data
UK-based sales pipeline CRM built around a minimalist UI that small sales teams adopt quickly, but which lacks public API documentation and has limited data export tooling.
In its favor
Why people choose Tubular CRM
The signal that keeps Tubular CRM on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Minimalist, award-winning UI ranked in Capterra's top 10 most user-friendly CRMs reduces onboarding friction for small sales teams adopting their first CRM.
Unlimited Deals and Contacts on all tiers removes record-count anxiety, letting teams import their full pipeline without tier penalties.
Zapier integration on the Pro tier enables automation between Tubular and 1,000+ apps, allowing teams to build lead-capture workflows before committing to a full platform.
Forecast-weighted pipeline views give solo reps and small teams visibility into deal probability without requiring enterprise tooling.
Low per-user pricing ($15-$20/month) positions Tubular as an affordable alternative to HubSpot or Salesforce for teams that outgrew spreadsheets but do not need full-suite complexity.
As a relatively new and smaller CRM, teams outgrow Tubular when they need advanced reporting, multi-pipeline support, or native integrations beyond Zapier.
The platform lacks public API documentation, making it difficult for technical teams to build custom integrations or export data programmatically for migrations.
Some users report that periodic UI updates introduce minor learning curves, and the small user community means few third-party guides or community answers exist.
Workflow automation capabilities are limited compared to HubSpot or Pipedrive, pushing sales teams with complex sequences toward more capable platforms.
Reasons to switch
Why people leave Tubular CRM
The recurring reasons buyers give for replacing Tubular CRM. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Tubular 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
Tubular CRM pricing overview
Tubular CRM charges per user per month with two tiers: Pro at $15/user/month and Enterprise at $20/user/month. Annual billing offers a discount (effectively 2 months free). The REST API and advanced reporting are gated behind the Enterprise tier, which matters for migration because Pro users have no programmatic export path beyond manual CSV downloads and Zapier integration data.
Pro (Monthly)
Tier 1 of 4
$15/user/month
What's included
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What gets migrated
Tubular CRM object support
Object-by-object support for Tubular CRM migrations. Per-pair details surface during scoping.
Contacts
Fully supportedContacts are a first-class object in Tubular CRM. We map Contact names, emails, phone numbers, companies, owners, and custom fields directly. Email and company associations to Deals are preserved during import.
Deals
Fully supportedDeals are the core object. We transfer deal names, values, stage assignments, weighted forecasts, payment terms, associated contacts, and deal-level notes. Deal stage history is captured where available via activity logs.
Pipeline Stages
Mapping requiredTubular allows custom pipeline stages per deal. We map stage names and order, but stage-specific metadata such as probability percentages and stage triggers may need manual review post-import.
Leads
Mapping requiredLeads are distinct from Contacts in Tubular. We transfer Lead records including source, status, owner, and custom Lead Builder fields. Lead-to-Contact conversion requires manual review in the destination CRM.
Tags
Fully supportedTubular supports tagging on both Deals and Contacts. We preserve all Tags as flat label arrays and reapply them to destination records during import.
Tasks
Mapping requiredTasks are associated with Leads and Deals. We transfer task titles, due dates, owners, and completion status. Recurring task patterns are not supported in export and must be rebuilt in the destination CRM.
Activities / Activity Logs
Mapping requiredEmail logs, call logs, and notes attached to Deals and Contacts are exported as activity records. The export format varies depending on whether we use API (Enterprise) or UI-based extraction.
Documents / Attachments
Mapping requiredPDFs and Google Docs attached within deal flows can be extracted via UI scraping or API where available. We preserve file names and link them to the correct Deal record but do not host the files themselves.
Users / Owners
Fully supportedUser accounts and deal owners map directly. We flag inactive users and offer the option to reassign records to active owners during migration.
Reports
Not in this platformTubular generates multifunction reports (MoM/QoQ reports, Lead Source Reports, Task Reports) that are view-only exports. These cannot be programmatically extracted and must be manually recreated in the destination CRM.
| Object | Support | Notes |
|---|---|---|
| Contacts | Fully supported | Contacts are a first-class object in Tubular CRM. We map Contact names, emails, phone numbers, companies, owners, and custom fields directly. Email and company associations to Deals are preserved during import. |
| Deals | Fully supported | Deals are the core object. We transfer deal names, values, stage assignments, weighted forecasts, payment terms, associated contacts, and deal-level notes. Deal stage history is captured where available via activity logs. |
| Pipeline Stages | Mapping required | Tubular allows custom pipeline stages per deal. We map stage names and order, but stage-specific metadata such as probability percentages and stage triggers may need manual review post-import. |
| Leads | Mapping required | Leads are distinct from Contacts in Tubular. We transfer Lead records including source, status, owner, and custom Lead Builder fields. Lead-to-Contact conversion requires manual review in the destination CRM. |
| Tags | Fully supported | Tubular supports tagging on both Deals and Contacts. We preserve all Tags as flat label arrays and reapply them to destination records during import. |
| Tasks | Mapping required | Tasks are associated with Leads and Deals. We transfer task titles, due dates, owners, and completion status. Recurring task patterns are not supported in export and must be rebuilt in the destination CRM. |
| Activities / Activity Logs | Mapping required | Email logs, call logs, and notes attached to Deals and Contacts are exported as activity records. The export format varies depending on whether we use API (Enterprise) or UI-based extraction. |
| Documents / Attachments | Mapping required | PDFs and Google Docs attached within deal flows can be extracted via UI scraping or API where available. We preserve file names and link them to the correct Deal record but do not host the files themselves. |
| Users / Owners | Fully supported | User accounts and deal owners map directly. We flag inactive users and offer the option to reassign records to active owners during migration. |
| Reports | Not in this platform | Tubular generates multifunction reports (MoM/QoQ reports, Lead Source Reports, Task Reports) that are view-only exports. These cannot be programmatically extracted and must be manually recreated in the destination CRM. |
Gotchas
What to watch for in Tubular CRM migrations
Issues we've hit on past Tubular CRM migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
Enterprise REST API is undocumented and gated
Reports cannot be programmatically exported
DNA Credits limit AI-enriched enrichment features
Deal Stage Triggers are platform-specific automation
UI-based extraction required for Pro-tier exports
| Severity | Issue |
|---|---|
| High | Enterprise REST API is undocumented and gated |
| Medium | Reports cannot be programmatically exported |
| Low | DNA Credits limit AI-enriched enrichment features |
| Medium | Deal Stage Triggers are platform-specific automation |
| Medium | UI-based extraction required for Pro-tier exports |
Leaving Tubular CRM?
Where Tubular CRM customers move next
12 destinations Tubular CRM can migrate to.
How a Tubular CRM migration works
Four steps, Tubular CRM-specific
Connect
API key (Enterprise tier only) into Tubular CRM. Scopes limited to read-only on the data we move.
Map
We translate Tubular CRM-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Tubular CRM quirks before production.
Migrate
Full migration with Tubular CRM rate-limit handling. Rollback available throughout.
FAQ
Tubular CRM migration FAQ
Answers to the questions buyers ask most during Tubular CRM migration scoping. Not seeing yours? Book a call.
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