The number-one reason an agency puts up with a CRM it hates is simple: moving the data is scary. Years of contacts, notes, and calls you don't want to lose. We designed Galilei's import so that move takes an afternoon, not a quarter.
How it works
- Export your contacts from your current CRM to CSV — every one lets you.
- Upload it to Galilei and map your columns to the fields: name, phone, email, stage, assigned agent.
- Review the preview before confirming; anything that doesn't line up gets fixed right there.
Your leads come in already placed on the kanban, with their stage and their owner, not in a generic inbox you have to sort by hand afterward. The history you brought is respected.
A moving tip: use it to clean house. An import is the best moment to archive what's dead and enter the new platform with only what you're actually working.