Project Management

Migrate your Allfred data

Agency operations platform for managing projects, clients, contractors, and resource planning with kanban boards and team collaboration tools.

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In its favor

Why people choose Allfred

The signal that keeps Allfred on the shortlist. Sourced from G2, Capterra, and customer scoping calls.

Centralized agency operations with client management, brand management, and project tracking in one platform rather than juggling multiple disconnected tools

Step-by-step onboarding with dedicated workshops and hands-on data import assistance reduces time-to-productivity for new team members

Unlimited file storage without per-seat storage caps means creative and media-heavy agencies can store everything without surprise billing

SharePoint integration allows agencies already on Microsoft 365 to keep files in their existing ecosystem without migration

24/7 customer support ensures distributed teams across time zones get help when they need it rather than waiting for business hours

Occasional loading delays during platform updates frustrate teams during active project work when seconds matter

Limited third-party integrations outside SharePoint forces agencies to rebuild workflows or abandon tools they already rely on

Smaller ecosystem and community compared to established PM platforms like Monday.com or Asana means fewer pre-built templates and workflow recipes

Onboarding takes days to weeks depending on team size, which can feel slow for smaller agencies wanting immediate access

G2 rating of 4.7 with only 53 reviews suggests a relatively small customer base, making peer references and case studies harder to find

Reasons to switch

Why people leave Allfred

The recurring reasons buyers give for replacing Allfred. Presented as facts, not knocks.

Platform scorecard

Strengths, weaknesses, and where Allfred 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

Unlimited file storage removes storage anxiety for creative and media-heavy agency teamsSharePoint integration lets Microsoft 365 shops keep files in their existing ecosystemStep-by-step onboarding with hands-on data import reduces setup friction for new teams24/7 support ensures distributed teams across time zones get timely assistance4.7 rating on G2 from 53 reviews indicates generally satisfied customers despite loading delay complaints

Weaknesses

Only 53 G2 reviews suggests a relatively small and unproven customer base compared to established PM platformsLimited third-party integrations beyond SharePoint requires workarounds or abandoned tools for complex tech stacksOccasional loading delays during updates disrupt active work sessionsNo publicly documented API for programmatic data access limits automation possibilitiesOnboarding takes days to weeks depending on team size, slower than self-serve alternatives

Where it works

Small to mid-sized agencies (10-50 people) seeking consolidated project, client, contractor, and brand management in a single platform rather than multiple disconnected toolsMicrosoft 365 shops already invested in SharePoint that want to keep agency files in their existing ecosystem without migration to a new storage platformCreative and media-heavy agencies that generate large files like video or design assets and need unlimited storage without per-seat caps or surprise billingDistributed teams across multiple time zones that rely on having 24/7 customer support available when issues arise outside standard business hoursAgencies with simpler tech stacks that primarily need kanban-based task management and do not require extensive third-party tool integrations

Where it struggles

Large agencies (100+ employees) requiring extensive third-party integrations with tools like Slack, Salesforce, HubSpot, or Zapier for complex automation workflowsOrganizations that need programmatic data access via API to build custom automations, sync with BI tools, or integrate with proprietary internal systemsAgencies with fast-paced work cultures where occasional loading delays during platform updates cause workflow interruptions or missed deadlinesCompanies seeking active community support, peer case studies, pre-built templates, and workflow recipes from a large established user baseTeams expecting immediate productivity after signup, as Allfred onboarding requires days to weeks depending on team size and data complexity

Pricing tiers

Allfred pricing overview

Allfred prices per user per month with three tiers at $59, $79, and $99. Annual billing is available at a discounted rate. There are no published per-seat storage costs since storage is unlimited, but file uploads are capped at 2 GB per file.

Starter

Tier 1 of 3

$59/user/month

What's included

Core project and task managementKanban boardsClient and brand managementUnlimited file storage24/7 support

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Pricing is informational. FlitStack AI does not bill on Allfred's schedule — see our quote-based pricing →

What gets migrated

Allfred object support

Object-by-object support for Allfred migrations. Per-pair details surface during scoping.

Projects

Fully supported

Projects are the top-level container in Allfred. We extract all project metadata including name, description, status, start/due dates, and team assignments. The schema is straightforward and stable across plan tiers.

Tasks

Fully supported

Tasks nest under Projects with title, description, assignee, due date, priority, and status. We preserve the full task hierarchy including subtasks as a flattened task list with parent_id references for reconstruction at the destination.

Clients

Fully supported

Client records in Allfred store company name, contact information, and associated brands. We migrate Client records as top-level objects and preserve the Client-to-Brand relationship during transfer.

Brands

Fully supported

Brands are sub-entities under Clients, storing brand name, logo, color palette, and brand guidelines. We map Brands to the destination's equivalent (Brand, Company division, or Account) and preserve the Client-Brand parent linkage.

Contractors

Mapping required

Contractor records in Allfred contain name, contact details, hourly rate, and assignment history. Since not all destination PM platforms have a distinct Contractor object, we may merge Contractors into a generic Team Members object and preserve rate and assignment data as custom fields at the destination.

Kanban Boards

Mapping required

Allfred exposes Kanban board structure via its data export (Settings → Account → Export data). We extract column names, column order, and task-to-column assignments. Column naming conventions vary by project, so we map them to the destination's stage/column equivalents and flag any custom columns that require schema configuration at the destination.

Custom Fields

Mapping required

Allfred allows per-project custom fields without a fixed global schema. We extract all custom field definitions and values, then map them to destination custom fields. Since schemas differ, this requires explicit field-level mapping per migration and may need manual review for complex field types like dropdowns or formulas.

Team Members

Fully supported

Team member records include name, email, role, and avatar. We migrate all active team members and preserve their assignment history on tasks and projects. Archived or deactivated users are migrated as inactive records unless explicitly excluded.

File Attachments

Mapping required

Allfred provides unlimited file storage with a 2 GB per-file upload limit. We export all file attachments linked to Projects, Tasks, and Clients. Files larger than the destination platform's limit are chunked, and SharePoint-linked files are exported as URL references rather than re-hosted blobs.

Settings and Preferences

Mapping required

Allfred allows data export of settings and preferences (per the 'You own your data' policy). These include workspace configuration, notification preferences, and integrations. We export these as a JSON configuration bundle. Importing settings at the destination depends on whether the target platform supports settings import or requires manual reconfiguration.

Gotchas

What to watch for in Allfred migrations

Issues we've hit on past Allfred migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.

High

No publicly documented API for bulk data export

Medium

Custom fields have no fixed global schema

Medium

SharePoint integration files export as URL references only

Low

Loading delays during platform updates cause brief outages

How a Allfred migration works

Four steps, Allfred-specific

Connect

Not publicly documented into Allfred. Scopes limited to read-only on the data we move.

Map

We translate Allfred-specific structures (custom fields, objects, value lists) to the destination's model.

Sample

Test with a 50–200 record subset to validate Allfred quirks before production.

Migrate

Full migration with Allfred rate-limit handling. Rollback available throughout.

FAQ

Allfred migration FAQ

Answers to the questions buyers ask most during Allfred migration scoping. Not seeing yours? Book a call.

Can't find your answer?

Walk through your Allfred migration with a real engineer — 30 minutes, free, written quote within 24 hours.

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Most Allfred migrations under 1M records finish in 48–72 hours end-to-end. Larger orgs with custom objects or buyer-side security review typically take 5–7 days.

Ready when you are

Migrate Allfred.
Without the rebuild.

Free scoping call with a migration engineer. Tell us about your Allfred setup and destination — written quote back within a business day.

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