Migrate your webCRM data
SMB-focused CRM from the efficy group with pipeline management, product database, and time-based automations. Strong support scores, but thin API surface makes migration complex.
In its favor
Why people choose webCRM
The signal that keeps webCRM on the shortlist. Sourced from G2, Capterra, and customer scoping calls.
Satisfied customers cite strong customer support ratings of 4.7/5, indicating responsive help during onboarding and issue resolution.
Users appreciate the all-in-one feature set covering sales pipeline, product database, order management, and task tracking without needing multiple tools.
The platform scores 4.6/5 for value for money, suggesting SMB buyers find the pricing appropriate for the feature set delivered.
Time-based automation features for follow-ups and reminders reduce manual chasing, particularly valued by small sales teams.
Integration with Zynk enables automated data flows for accounting systems, appealing to businesses with existing workflow automation setups.
Users report support response times as a pain point, with some customers citing delays when resolving configuration issues.
As a smaller CRM in a market dominated by HubSpot and Salesforce, businesses scaling beyond 50 users often migrate to platforms with more ecosystem integrations.
Limited public API documentation makes the platform difficult to integrate with custom tooling, pushing technical teams toward alternatives with better developer support.
Reasons to switch
Why people leave webCRM
The recurring reasons buyers give for replacing webCRM. Presented as facts, not knocks.
Platform scorecard
Strengths, weaknesses, and where webCRM 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
webCRM pricing overview
webCRM publishes three transparent per-user subscription tiers in euros, billed monthly with a 14-day free trial (no credit card required). Starter at €29/user/month (minimum 2 users) covers basic sales tracking, SMB at €55/user/month (minimum 2 users, marked Popular) adds multi-channel lead management and integrations, and Enterprise at €69/user/month (minimum 5 users) adds delivery-phase management, time tracking, and a support module. Activities, sales automation, email, dashboards, GDPR tools, and the agenda module are included across all plans.
Starter
Tier 1 of 3
€29/user/month (min 2 users)
What's included
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Book a free 30 minute consultationPricing is informational. FlitStack AI does not bill on webCRM's schedule — see our quote-based pricing →
What gets migrated
webCRM object support
Object-by-object support for webCRM migrations. Per-pair details surface during scoping.
Organisations
Mapping requiredwebCRM uses 'Organisations' as its primary company/account entity. We map Organisations to the destination's Companies or Accounts object, preserving custom fields but flagging any Organisation-specific naming conventions that need renaming post-import.
Contacts
Mapping requiredContacts in webCRM link to Organisations. We preserve these associations by exporting both objects together and matching them by Organisation ID or name during import into the destination CRM.
Deals
Mapping requiredDeals in webCRM represent pipeline opportunities tied to Organisations and Contacts. We map deal stages individually since pipeline stage names vary between webCRM and the destination CRM and often require manual remapping.
Deliveries
Mapping requiredwebCRM Deliveries are order records with line-item detail, exported in webCRM Delivery XML via Zynk. We transform these into the destination's Orders or Invoices object, flattening nested XML structures into tabular rows.
Products
Mapping requiredwebCRM maintains a Product Database with pricing and description fields. We export Products as standalone records and associate them with Deals or Orders on the destination side based on the customer's configuration.
Tasks
Mapping requiredwebCRM Tasks are activity records linked to Organisations or Contacts. We export them as Activities or Tasks in the destination CRM, noting that webCRM task status labels may not map 1:1 to the target system.
Automation Rules
Not in this platformwebCRM's Automation Module stores time-based and event-triggered workflows internally. These are not accessible via export and cannot be migrated. We document each active automation so the customer can rebuild them in the destination system after go-live.
Custom Fields
Mapping requiredOrganisations, Contacts, Deals, and other objects in webCRM support custom fields. We extract the full custom field schema during scoping and map each field individually to the destination's corresponding custom field, noting field types that may require conversion (e.g., multi-select to tags).
| Object | Support | Notes |
|---|---|---|
| Organisations | Mapping required | webCRM uses 'Organisations' as its primary company/account entity. We map Organisations to the destination's Companies or Accounts object, preserving custom fields but flagging any Organisation-specific naming conventions that need renaming post-import. |
| Contacts | Mapping required | Contacts in webCRM link to Organisations. We preserve these associations by exporting both objects together and matching them by Organisation ID or name during import into the destination CRM. |
| Deals | Mapping required | Deals in webCRM represent pipeline opportunities tied to Organisations and Contacts. We map deal stages individually since pipeline stage names vary between webCRM and the destination CRM and often require manual remapping. |
| Deliveries | Mapping required | webCRM Deliveries are order records with line-item detail, exported in webCRM Delivery XML via Zynk. We transform these into the destination's Orders or Invoices object, flattening nested XML structures into tabular rows. |
| Products | Mapping required | webCRM maintains a Product Database with pricing and description fields. We export Products as standalone records and associate them with Deals or Orders on the destination side based on the customer's configuration. |
| Tasks | Mapping required | webCRM Tasks are activity records linked to Organisations or Contacts. We export them as Activities or Tasks in the destination CRM, noting that webCRM task status labels may not map 1:1 to the target system. |
| Automation Rules | Not in this platform | webCRM's Automation Module stores time-based and event-triggered workflows internally. These are not accessible via export and cannot be migrated. We document each active automation so the customer can rebuild them in the destination system after go-live. |
| Custom Fields | Mapping required | Organisations, Contacts, Deals, and other objects in webCRM support custom fields. We extract the full custom field schema during scoping and map each field individually to the destination's corresponding custom field, noting field types that may require conversion (e.g., multi-select to tags). |
Gotchas
What to watch for in webCRM migrations
Issues we've hit on past webCRM migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.
Automation rules are not exported or migratable
Export requires manual Overviews navigation
Delivery XML format requires transformation
| Severity | Issue |
|---|---|
| High | Automation rules are not exported or migratable |
| Medium | Export requires manual Overviews navigation |
| Medium | Delivery XML format requires transformation |
Leaving webCRM?
Where webCRM customers move next
12 destinations webCRM can migrate to.
How a webCRM migration works
Four steps, webCRM-specific
Connect
Not publicly documented into webCRM. Scopes limited to read-only on the data we move.
Map
We translate webCRM-specific structures (custom fields, objects, value lists) to the destination's model.
Sample
Test with a 50–200 record subset to validate webCRM quirks before production.
Migrate
Full migration with webCRM rate-limit handling. Rollback available throughout.
FAQ
webCRM migration FAQ
Answers to the questions buyers ask most during webCRM migration scoping. Not seeing yours? Book a call.
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Migrate webCRM.
Without the rebuild.
Free scoping call with a migration engineer. Tell us about your webCRM setup and destination — written quote back within a business day.