How to Migrate from Salesflare to Agiled (2026 Step-by-Step Guide)

Salesflare is one of the highest-rated sales CRMs available: it auto-captures contacts, emails, meetings, and company data from email, calendar, and LinkedIn, so small B2B teams actually keep it updated. So this is not a "switch because it's bad" move. People go to Agiled because Salesflare is sales-only: it has no invoicing or payments, no interactive proposals or e-signed contracts, no project management, no time tracking, and no branded client portal. Its Enterprise tier also requires a 5-seat minimum. For a service business, that means bolting delivery and billing onto the CRM. Salesflare exports contacts to CSV, so a careful migration works well. This guide covers what to move, how it maps, and when Salesflare is still the right call.

Salesflare is an excellent automated B2B CRM. Agiled keeps a full CRM pipeline and continues through proposals, contracts, projects, time, invoicing, and a branded client portal in one tool. If you are running Salesflare plus separate proposal, project, and billing tools, this guide is for you.

Comparing first? See Agiled vs Salesflare.

Why teams move off Salesflare

• No native invoicing or payments. Salesflare does not create invoices or collect payments; you connect a separate billing tool.
• No proposals or e-signed contracts. There is no interactive proposal builder or contract e-signature workflow.
• No project management or time tracking. After a deal closes, delivery happens in other tools.
• No branded client portal. Clients do not get a single branded place to approve work and pay.
• Seat rules at the top tier. The Enterprise plan requires a 5-seat minimum.

Agiled gives you a CRM, proposals and contracts, invoicing, projects, time tracking, and a client portal.

The honest part: when Salesflare wins

Salesflare is a genuinely outstanding automated CRM. Its auto-capture from email, calendar, and LinkedIn solves the hardest CRM problem, keeping records current, and it earns some of the highest ratings in the category for adoption and ease, plus a built-in lead finder. If your primary need is a low-friction B2B sales CRM that your team will actually use, and billing and delivery live in tools you are happy with, Salesflare is a reasonable choice, especially for small B2B sales teams. This guide is for service businesses that want CRM plus delivery and billing in one place.

What exports from Salesflare

Data in Salesflare	Can you take it?	How
Contacts / accounts	Yes	Export to CSV
Opportunities / pipeline	Yes	Export to CSV
Activities / notes	Partial	Export where available
Files / attachments	Yes	Download from records
Workflows / sequences	No	Rebuild in the workflow builder

The takeaway: contacts, accounts, and opportunities export to CSV and files download directly, so your CRM data moves cleanly. Sequences and automations are rebuilt in Agiled.

How Salesflare maps to Agiled

Salesflare	Agiled equivalent	Notes
Contacts / accounts	CRM	Full client records
Opportunities / pipeline	CRM	Visual pipeline and stages
Workflows / sequences	Workflow automation	Visual triggers
(none) Projects	Projects	Kanban, Gantt, dependencies
(none) Invoicing	Finance	Invoices, recurring billing, payments
(none) Proposals / contracts	Documents	Interactive pricing + e-sign
(none) Time tracking	Time tracking	Timer to invoice
(none) Client portal	Client portal	Branded, custom domain

The migration plan

Phase 1 - Set up Agiled (Day 1-2)

1. Create your Agiled account, add branding and business details.
2. Connect Stripe/PayPal and your calendar.

Phase 2 - Export and import your CRM (Day 2-4)

1. Export contacts, accounts, and opportunities from Salesflare to CSV.
2. Import them into Agiled's CRM and set up your pipeline stages.
3. Download files and re-upload to the relevant clients.

Phase 3 - Add delivery and billing (Day 4-7)

1. Build proposal, contract, and invoice templates in Documents and Finance.
2. Set up projects, time tracking, and scheduling.
3. Rebuild key sequences and automations in the workflow builder.

Phase 4 - Switch over (Day 7-9)

1. Route new leads through Agiled and convert won deals straight into projects and invoices.
2. Invite active clients to the client portal.
3. Cancel Salesflare and any separate billing/delivery tools you have replaced.

What it costs after you switch

Salesflare is per user: Growth at $29/user/month annually ($39 monthly), Pro at $49/user/month ($64 monthly), and Enterprise at $99/user/month ($124 monthly, with a 5-seat minimum), each with monthly lead credits and a 30-day trial. On top of Salesflare, a service business adds proposal, project, and billing tools. Agiled has a limited free workspace, Starter at $29/month ($24 annually), and Pro at $69/month ($59 annually) for 3 seats, with CRM, proposals, contracts, projects, time, invoicing, and a portal all included.

Mistakes to avoid

• Comparing only the CRM price. Add the proposal, project, and billing tools you run alongside Salesflare before comparing.
• Forgetting the Enterprise seat minimum. The top tier requires 5 seats, so factor that into cost.
• Skipping the CSV export. Export contacts, accounts, and opportunities before cancelling.
• Trying to port sequences one-for-one. Rebuild key sequences in Agiled's workflow builder instead.
• Skipping the end-to-end test.

When you should stay on Salesflare

• Your primary need is a low-friction, highly automated B2B sales CRM your team will actually use.
• You rely on auto-capture from email, calendar, and LinkedIn plus built-in lead finding.
• Billing and delivery live in tools you are happy to keep separate.

If you are juggling Salesflare plus billing and delivery tools, Agiled consolidates it. See the Agiled vs Salesflare comparison.

Frequently Asked Questions

Does Salesflare include invoicing?

No. Salesflare is a sales CRM and does not create invoices or collect payments natively; you connect a separate billing tool. Agiled includes invoicing, estimates, recurring billing, and online payments built in.

What is Salesflare best known for?

Automated data capture. It logs emails, meetings, and calls and enriches contacts automatically from email, calendar, and LinkedIn, which keeps the CRM updated without manual entry and drives its high adoption and ratings. Agiled offers CRM plus the full delivery and billing lifecycle.

How do I move my Salesflare data into Agiled?

Export your contacts, accounts, and opportunities to CSV and import them into Agiled's CRM, then rebuild your pipeline stages. Download your files and re-upload them. Sequences and automations are rebuilt in Agiled.

Is Agiled cheaper than Salesflare?

Once you count the full stack, usually yes. Salesflare's Pro tier is $49/user/month and a service business adds separate proposal, project, and billing tools. Agiled bundles the lifecycle into one plan, so consolidating typically lowers total cost.

Will I lose data if I leave Salesflare?

Not if you export first. Export contacts, accounts, and opportunities to CSV and download your files before cancelling, then import into Agiled. Keep the exports archived for reference.

Related:

• Agiled vs Salesflare: full comparison
• Migrate from Pipedrive to Agiled
• Migrate from HubSpot to Agiled
• Migrate from Copper to Agiled

Ready to start? Create your free Agiled account and import your contacts today.