Migration guide
Switch from Salesforce to ElevateAI.
Enterprise-grade follow-up without the enterprise setup project.
What changes for you
Set up in a week, not a quarter
White-glove onboarding is included free: two 1-on-1 Zoom calls in your first week, tech setup, and training.
No admin or consultant required
Pipelines, forms, and automations are built to be edited by the owner, not a specialist.
Unlimited users, no seat licenses
Everyone on your team gets access on every plan.
ElevateAI / Import workspace
salesforce-export.csv
Uploaded · columns matched automatically
- Contacts1,284
- Tags37
- Deals212
Sample data
From Salesforce
5 of 6 mapped- Leads & contactsCRM with smart lists
- OpportunitiesOpportunities & pipelines
- Flow / Process BuilderWorkflows & Automations
- Web-to-lead formsForms & surveys
- Email templatesEmail/SMS campaigns
Everything has a home
Where your Salesforce stuff lives in ElevateAI
| In Salesforce |  In ElevateAI |
|---|---|
| Leads & contacts | CRM with smart lists |
| Opportunities | Opportunities & pipelines |
| Flow / Process Builder | Workflows & Automations |
| Web-to-lead forms | Forms & surveys |
| Email templates | Email/SMS campaigns |
| Tasks & events | Tasks & calendars |
Your switching checklist
Here's what you'll bring over, with our guides, ready-made templates, and our team on chat and Zoom if you get stuck.
- Contacts & tags, via CSV import
- Pipelines & deals
- Email templates & campaigns
- Forms
- Landing pages
- Calendars
Timeline
Most switchers are fully moved in within their first week.
- 1
Open your tool's guide
Exactly what to export and where it goes.
- 2
Bring your data over
Import contacts in minutes with CSV; rebuild pages and automations fast with our templates.
- 3
Go live supported
Stuck anywhere? Chat or Zoom with our team, anytime.
Questions about switching
Will I lose anything from Salesforce?
No. Your contacts and tags, pipelines and deals, email templates and campaigns, forms, landing pages, and calendars all have a home here. The guide shows you exactly where each piece goes. Anything that needs rebuilding, our team will walk you through on chat or Zoom.
How long does switching take?
Most switchers are fully moved in within their first week. You follow the Salesforce guide, import contacts with CSV, and our team is on live chat and Zoom whenever you get stuck.
What does switching cost?
Nothing extra. The guides, the templates, and our support are included on Core, Growth, and Pro, along with white-glove onboarding. There are no contracts: cancel anytime and take your data with you.
We set you up 1-on-1 in your first week, then stay on live chat and Zoom.
Coming from another tool?Ready to leave Salesforce behind?
Follow the guide, import your contacts, and lean on our team whenever you need us.
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