You've Got the Data. We've Got Somewhere Better to Put It.
CRM With Data Import and Export. Bring What You've Got.
Maybe you're switching CRMs. Maybe you've been managing customers in spreadsheets since approximately forever. Maybe your business just acquired a new customer list, added another division, or has a whole bunch of information that suddenly needs somewhere better to live. However you got here, LinearCRM is a CRM with data import and export that helps you bring existing data into your CRM without recreating every record by hand. Customers. Leads. People. Businesses. Products. Services. Ecommerce orders. Bring what you've got. Need your data back out later? You can do that too. Your data already exists. Typing it all over again seems a little ridiculous.
We Built the CRM We Wished Existed. You're Welcome.
One Price. Every Feature.
No starter tier. No enterprise maze. Get the whole CRM without paying extra every time you discover a feature you actually need.
15 Minutes. You're Basically Ready.
Our Setup Wizard gets you configured without an implementation project, expensive consultant, or engineering degree. Follow the steps and get to work.
Everything Together. Finally.
Calls, forms, chats, appointments, proposals, contracts, photos, tickets, payments, and activity live together on the customer record. One timeline. One source of truth.
New CRM? First CRM? New Customers? Bring the Data With You.
Your customer data has to live somewhere. Maybe it's sitting in another CRM. Maybe you've been managing customers in spreadsheets. Yes, spreadsheets. For your customer data. We won't dwell on it. You're here now. Maybe you acquired another business and suddenly have thousands of new customer records to bring over. Maybe you have a new list of leads or business contacts that needs to become part of your CRM. Wherever the information lives today, LinearCRM is a CRM with data import and export that helps you bring it with you without turning manual data entry into somebody's new full-time job.
That also means you don't have to stay with one of those "other CRMs" just because all of your customer information is already trapped in there. We get it. Years of customers, leads, contacts, businesses, products, services, and other data can make switching sound less like “Let's get a better CRM!” and more like “Who has approximately three years available to move all of this?” Being afraid of moving your data shouldn't be the reason you keep paying for a CRM you don't actually like. Export your existing information to CSV, organize it for LinearCRM, and import it. Your old CRM doesn't get custody of your customers just because moving them sounds terrible.
LinearCRM gives you sample CSV files so you can see how your information should be organized and match your existing columns to the right LinearCRM fields before importing. Once everything is in, LinearCRM looks for potential duplicates and gives you a dedicated place to review and merge them. Getting information back out matters too. Export your data when you need it without solving a riddle or submitting a formal request for information that belongs to your business in the first place. Bring it in. Take it out. Your data. Wild concept.
Get Started with LinearCRM. No Nonsense. Just CRM.
We Didn't Need Another CRM. We Needed a Better One.
There's a Reason We Did Things Differently.
We've spent more than 20 years working alongside small and medium sized businesses, and let's just say we developed a pretty good list of things we wanted from a CRM... and things we absolutely did not. See why we built LinearCRM differently, what we left out on purpose, and why we're pretty darn excited about what made the cut.
CRM With Data Import and Export. Go Ahead. Throw That Spreadsheet Away.
If you're currently managing customer data in spreadsheets, we'd like to formally introduce you to a CRM. You're going to like it here. Already have a CRM but the thought of moving years of customer information is keeping you there? You're invited too. LinearCRM lets you bring the information you already have with you instead of turning rows, columns, CSV files, or another CRM into a reason you're stuck managing data somewhere you don't want to be. Import different types of business data, use sample CSV files to get everything organized, review potential duplicates, and export your information when you need it. Whether you're escaping Customer_List_FINAL_v7.csv or one of those "other CRMs," your data can come with you. Go ahead and celebrate. The people throwing spreadsheets in the trash have the right idea.
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Import More Than a Customer List
Bring customers, leads, people, businesses, products, services, ecommerce orders, and other supported information into LinearCRM. Your business has more than one kind of data. Your import tools should probably know that.
Start With a Sample CSV Instead of Guessing
LinearCRM gives you a sample CSV file so you can see how your information should be organized before importing it. Match the columns you already have to the appropriate LinearCRM fields and get everything ready to make the move. Considerably better than uploading a file, crossing your fingers, and hoping for the best.
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Find the Duplicates Hiding in Your Records
After your import, LinearCRM looks for potential duplicates and gives you a dedicated place to review and merge them. Linda Smith. Linda M. Smith. L. Smith. Three records enter. Ideally, one Linda leaves.
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Export Your Data When You Need It
Need your information outside LinearCRM? Export it. Your export includes all of the available data, and once it's in CSV format, you can organize and format it however you need. We don't believe your own business data should require an escape plan.
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Bring a Lot of Data. LinearCRM Can Handle It.
There isn't a set limit on how much data you can import or export at one time. Have a few hundred records? Great. A few thousand? Also great. A truly impressive spreadsheet that has developed its own weather system? Bring it on.
Questions? Good. We Have Answers.
Talk CRM to Us. We Promise to Speak Human.
