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Switch to Lightfield
in under an hour.
Our migration agent moves over all your data seamlessly and recreates all relationships across accounts, contacts, and opportunities.
Used by +2,000 companies
Preview
The world has evolved.
Your CRM hasn't.
You do all the work
You log the calls. You update the deals. You type the notes. Your CRM is an empty box that only works if you update it — and you don't have time for that.
Meetings are forgotten
You had a great call two weeks ago. What did they say about budget? Who was the decision maker? If you didn't log it, it's gone.
Follow-ups slip
Your CRM stores contacts but doesn't tell you who needs a follow-up, who was promised what, or what they objected to. You find out too late.
Your pipeline is a black box
What's our best performing channel? What's the average deal cycle? Why did the Quixote deal fall through at the last minute? The data's in there somewhere, but good luck finding it.
Solution
Let Lightfield handle the work for you.
Your CRM updates itself
Lightfield recognizes when something has been done — a contract signed, an intro made — and closes the loop automatically.
Nothing slips through the cracks
Lightfield tracks every commitment, flags deals going cold, and drafts follow-ups before you remember to check.
Full context on every deal
Every conversation and interaction is summarized and queryable, so you know exactly what's happening with each deal.
You know what's working
Win rates, pipeline, channel performance — generated from your actual conversations, not from whatever someone remembered to type in.
Process
How migration works
Drop in your export from any CRM. The agent reads the file, identifies the structure — contacts, deals, companies, custom fields — and confirms with you what to import and how it should map before touching anything.
The agent updates your Lightfield workspace to match what's in the CSV — custom fields, pipeline stages, deal properties. Then it imports the records and wires up the relationships between contacts, companies, and deals automatically. The agent processes roughly 15,000 records per hour.
Lightfield ingests every email and calendar invite from each user in your workspace to develop comprehensive context on every account, contact, and opportunity in your CRM.
You can bulk upload any transcripts you have from your call recorder, and Lightfield will automatically associate them with the correct contacts, opportunities, and accounts.
Step 1
Upload your CSV and align on structure
Drop in your export from any CRM. The agent reads the file, identifies the structure — contacts, deals, companies, custom fields — and confirms with you what to import and how it should map before touching anything.
Define your data model and import your data
The agent updates your Lightfield workspace to match what's in the CSV — custom fields, pipeline stages, deal properties. Then it imports the records and wires up the relationships between contacts, companies, and deals automatically. The agent processes roughly 15,000 records per hour.
Connect your inbox to add additional context
Lightfield ingests every email and calendar invite from each user in your workspace to develop comprehensive context on every account, contact, and opportunity in your CRM.
Import call record transcripts (Optional)
You can bulk upload any transcripts you have from your call recorder, and Lightfield will automatically associate them with the correct contacts, opportunities, and accounts.
FAQs
Contacts, companies, deals, activities, notes, and custom fields. We map everything from your existing CRM into Lightfield's data model.
Most migrations complete in under an hour. Larger datasets with complex custom fields may take a few hours, but you can keep using your old CRM until the switch is done.
Yes. You can upload multiple CSVs and the agent will identify the structure of each file and map them together.
No. Lightfield's migration agent handles deduplication and cleanup as part of the import process.
We'll work with you on timing. Many customers run both systems in parallel during a transition period at no extra cost.
Lightfield's agent-based approach replaces most manual workflows automatically. We'll help you identify which automations to recreate and which are no longer needed.