Find Advice · CRM switching
Switch your CRM. We move everything for you.
Changing CRM is the part advisers dread. We take it off your plate — your contacts, notes, deals, and every file on every client come across into your new CRM. Free. Your data stays yours.
- We never touch or delete your old CRM
- Read-only access only
- NZ-based team
Start your switch
Two minutes, three steps — and your exact switch plan appears straight away:
- Find yourself on the adviser register (we pre-fill the rest)
- Tell us your current CRM and where to reach you
- Get your step-by-step switch plan instantly
No obligation. We'll only use your details to plan your migration — no spam, ever.
How your switch works
Three steps. You do one of them.
The migration is run by us, not by you — that's what makes it effortless.
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You grant access
Send us read-only access — an API token or an export — to your current CRM.
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We migrate everything
Contacts, custom fields, notes, deals and every file on every client come across.
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You go live
We verify the data with you, then you're working in your new CRM — in days, not weeks.
You do step 1. We do the rest.
What comes across
Everything — including the files others drop.
A plain CSV export silently leaves your documents behind. We move them too.
- Contacts
- Custom fields
- Notes
- Deals & pipeline
- Tags
- Every client file
Not sure we're the right move? We wrote an honest, side-by-side comparison — including where we're weaker than Trail and Pipedrive. Read it before you decide.
See the honest comparisonCommon questions
The things advisers ask first.
Do you touch or change my old CRM?
No. We only ever read from your current CRM. Nothing in it is changed or deleted, and it keeps working the whole time. You decide when to stop using it.
Do the files attached to each client come across?
Yes. Files are the part most CSV-based moves silently drop. We pull every document attached to each contact and bring them across — and we keep a complete backup as well.
How much does the migration cost?
The migration itself is free when you move to the Find Advice managed CRM. The CRM is NZD $200 + GST per month, flat, for unlimited users.
Is my data locked in once I switch?
No. Your data stays yours and is exportable at any time. Easy to come, easy to leave — that's the point.
How long does it take?
Most practices are live within a few days of granting access, depending on how many contacts and files you have. There's no downtime — your old CRM keeps running until you're ready.