Migrate your Wavity CRM data
Cloud-based all-in-one CRM with built-in RPA automation and zero-code design tools. Mid-market teams use it to unify sales, service, and project work under one roof.
In its favor
Why people choose Wavity CRM
The signal that keeps Wavity CRM on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Simple, intuitive UI that requires minimal training — G2 reviewers consistently describe Wavity as easy to use and understand for new users.
Competitive pricing starting at $30/user/month billed annually, marketed as a budget-friendly alternative to enterprise CRM platforms with no hidden fees.
Built-in RPA automation (wBots) allows non-technical teams to create workflow automations without needing developer resources.
Comprehensive module coverage including CRM, Help Desk, and Work/Project Management reduces the need for multiple separate tools.
Customizable pipelines, roles, and permissions let growing teams adapt the platform to their specific sales process without code.
Annual billing requirement with a 5-user minimum can lock small teams into costs for seats they do not use.
Lack of transparent public API documentation makes third-party integrations and data export challenging for technical teams.
Mid-market positioning means it may lack the advanced enterprise features — complex approval hierarchies, granular audit logs — that larger organizations require.
Smaller market share compared to major CRMs results in fewer third-party integrations and a less mature ecosystem of plugins.
Reasons to switch
Why people leave Wavity CRM
The recurring reasons buyers give for replacing Wavity CRM. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where Wavity 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
Wavity CRM pricing overview
Wavity CRM uses a per-user, per-month subscription with two tiers. Professional starts at $30/user/month billed annually ($38 monthly) with a 5-user minimum. Enterprise pricing is negotiated directly with the sales team. The platform markets itself as having no hidden fees, though implementation and data migration costs may be separate line items.
Professional
Tier 1 of 2
$30/user/month (billed annually) or $38/user/month (monthly)
What's included
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Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on Wavity CRM's schedule — see our quote-based pricing →
What gets migrated
Wavity CRM object support
Object-by-object support for Wavity CRM migrations. Per-pair details surface during scoping.
Contacts
Fully supportedStandard contact records with name, email, phone, and custom fields. We migrate contact records 1:1, preserving custom field values and relationship links to Companies and Opportunities.
Accounts (Companies)
Fully supportedCompany/Account records store organizational data linked to Contacts. We map these directly to the destination's Account or Company object, preserving the bidirectional Contact-Account relationships.
Leads
Fully supportedWavity captures lead data with enrichment capabilities. We transfer lead records including source attribution, status, and scoring values to the destination Lead or Contact object depending on the target schema.
Opportunities
Mapping requiredOpportunity records include deal value, stage, probability, and owner assignment. Pipeline stages vary by Wavity configuration, so we map each stage name and probability to the destination pipeline stage during migration.
Pipelines
Mapping requiredPipelines are customizable in Wavity with user-defined stages. We extract the full pipeline stage schema — names, order, probabilities — and recreate an equivalent pipeline structure in the destination CRM.
Tasks
Fully supportedTask records include due dates, assignees, status, and linked objects (Contact, Opportunity). We migrate tasks preserving their associations and completion status.
Appointments
Fully supportedCalendar appointments include time, duration, attendees, and linked records. We transfer appointment data with timezone awareness to ensure scheduling accuracy in the destination system.
Tickets (Help Desk)
Mapping requiredSupport tickets include status, priority, assignee, customer link, and conversation history. Custom ticket fields require field-level mapping; we preserve the full conversation thread and attachments.
Custom Objects / Forms
Mapping requiredWavity's Zero Code Application Designer creates custom objects and forms. These require schema discovery and custom field-by-field mapping as there is no standardized export format for custom object definitions.
Users / Team Members
Mapping requiredUser records include name, email, role, and permissions. We map users to the destination user model, flagging inactive Wavity users that should not be provisioned in the target system.
Documents / Attachments
Mapping requiredFile attachments stored in Wavity are exported and re-uploaded to the destination. We preserve the attachment-to-record linkage to ensure documents remain associated with the correct Contact, Opportunity, or Ticket.
Reports / Dashboards
Not in this platformWavity's pre-built sales dashboards and custom analytics are not exportable in structured form. We migrate the underlying data (Contacts, Opportunities, Activities) so reports can be rebuilt in the destination system, but the report definitions themselves are not transferred.
| Object | Support | Notes |
|---|---|---|
| Contacts | Fully supported | Standard contact records with name, email, phone, and custom fields. We migrate contact records 1:1, preserving custom field values and relationship links to Companies and Opportunities. |
| Accounts (Companies) | Fully supported | Company/Account records store organizational data linked to Contacts. We map these directly to the destination's Account or Company object, preserving the bidirectional Contact-Account relationships. |
| Leads | Fully supported | Wavity captures lead data with enrichment capabilities. We transfer lead records including source attribution, status, and scoring values to the destination Lead or Contact object depending on the target schema. |
| Opportunities | Mapping required | Opportunity records include deal value, stage, probability, and owner assignment. Pipeline stages vary by Wavity configuration, so we map each stage name and probability to the destination pipeline stage during migration. |
| Pipelines | Mapping required | Pipelines are customizable in Wavity with user-defined stages. We extract the full pipeline stage schema — names, order, probabilities — and recreate an equivalent pipeline structure in the destination CRM. |
| Tasks | Fully supported | Task records include due dates, assignees, status, and linked objects (Contact, Opportunity). We migrate tasks preserving their associations and completion status. |
| Appointments | Fully supported | Calendar appointments include time, duration, attendees, and linked records. We transfer appointment data with timezone awareness to ensure scheduling accuracy in the destination system. |
| Tickets (Help Desk) | Mapping required | Support tickets include status, priority, assignee, customer link, and conversation history. Custom ticket fields require field-level mapping; we preserve the full conversation thread and attachments. |
| Custom Objects / Forms | Mapping required | Wavity's Zero Code Application Designer creates custom objects and forms. These require schema discovery and custom field-by-field mapping as there is no standardized export format for custom object definitions. |
| Users / Team Members | Mapping required | User records include name, email, role, and permissions. We map users to the destination user model, flagging inactive Wavity users that should not be provisioned in the target system. |
| Documents / Attachments | Mapping required | File attachments stored in Wavity are exported and re-uploaded to the destination. We preserve the attachment-to-record linkage to ensure documents remain associated with the correct Contact, Opportunity, or Ticket. |
| Reports / Dashboards | Not in this platform | Wavity's pre-built sales dashboards and custom analytics are not exportable in structured form. We migrate the underlying data (Contacts, Opportunities, Activities) so reports can be rebuilt in the destination system, but the report definitions themselves are not transferred. |
Gotchas
What to watch for in Wavity CRM migrations
Issues we've hit on past Wavity CRM migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
5-user minimum and annual billing lock-in on Professional tier
No publicly documented bulk export or bulk API
Custom objects from Zero Code Designer lack standard export format
| Severity | Issue |
|---|---|
| Medium | 5-user minimum and annual billing lock-in on Professional tier |
| High | No publicly documented bulk export or bulk API |
| Medium | Custom objects from Zero Code Designer lack standard export format |
Leaving Wavity CRM?
Where Wavity CRM customers move next
12 destinations Wavity CRM can migrate to.
How a Wavity CRM migration works
Four steps, Wavity CRM-specific
Connect
Not publicly documented into Wavity CRM. Scopes limited to read-only on the data we move.
Map
We translate Wavity CRM-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate Wavity CRM quirks before production.
Migrate
Full migration with Wavity CRM rate-limit handling. Rollback available throughout.
FAQ
Wavity CRM migration FAQ
Answers to the questions buyers ask most during Wavity CRM migration scoping. Not seeing yours? Book a call.
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Migrate Wavity CRM.
Without the rebuild.
Free scoping call with a migration engineer. Tell us about your Wavity CRM setup and destination — written quote back within a business day.