CRM Migration

Ready to Switch to TalleFlow?

Our migration team handles the heavy lifting so you can focus on your clients — not your setup.

Book Your Migration Call
  • Kanban pipelines, stages, and reminders
  • Lead capture forms and embeddable widgets with source tracking
  • Project plans with tasks, files, and calendar sync
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Explore our features

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Import Contacts
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Import appointments
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Import Leads
Full Account Migration

We’ll import your clients, projects, invoices, and emails from your old CRM.

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new Questionnaire
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New Report
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new Job
Personalized Setup

We’ll tailor your workspace and branding to fit your business

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Templates
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Automations
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Payments
One-on-One Walkthrough

Learn your new dashboard, automation tools, and workflows

arroe
icon
Import Contacts
icon
Import appointments
icon
Import Leads
Full Account Migration

We’ll import your clients, projects, invoices, and emails from your old CRM.

arroe
icon
new Questionnaire
icon
New Report
icon
new Job
Personalized Setup

We’ll tailor your workspace and branding to fit your business

arroe
icon
Templates
icon
Automations
icon
Payments
One-on-One Walkthrough

Learn your new dashboard, automation tools, and workflows

FAQs about what's included in TalleFlow.

Here are some common questions that you might have about our product and how it works.

Learn more
How long does migration take?

Most migrations are completed within 48–72 hours once we receive your  files. Since TalleFlow currently supports contact imports, we’ll focus  on getting your client data organized and ready to use right away.

What can I bring over right now?

Everything in Essentials for a one-time payment. You get documents with AI Builder, unlimited invoicing with the lower fee, email marketing, automations, and integrations. Payment processing fees from Stripe still apply.

Will my automations, workflows, or templates carry over?

Yes. You can upgrade, downgrade, or cancel whenever you like. Changes take effect immediately or at your next billing date depending on your app selection.

Do you handle migrations, or do I upload the files myself?

Yes. We offer savings on annual billing for Essentials. Exact pricing shows on the plan card.

Do I need to cancel my old CRM before migrating?

Yes. Freelancer is free to start and uses a $10 per paid invoice model.

What happens if something doesn’t import correctly?

No setup fees and no long-term contracts. Cancel anytime.

Have Questions?

Should you require further information about our product or its features, don't hesitate to get in touch with us.

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