Export your contacts deals, and pipeline as a CSV from Salesforce or HubSpot.
Most CRMs support this natively, no engineering help needed.
Discover how easy
it is to switch.
Bring your pipeline with you. Leave the manual work behind.
Upload the CSV to Viro.
Your columns get matched to Viro's fields automatically.
Review and confirm
Check the mapping, fix anything that needs it, confirm. Viro is now your system of record.
Every other tool covers a moment.
Viro covers the whole thing.
Before the meeting, the homework is done
The history, the last objection, the thing they said about budget three weeks ago that you half remember. You walk in knowing more than you remembered knowing.
During the meeting, Iris sits in.
She's noting commitments and tracking details you'd usually jot on a sticky note.
After the meeting - where deals used to die
The call ends and the follow-up goes out while the conversation is still warm. The CRM gets updated. The deal moves forward. The next meeting lands on the calendar. You're already walking into your 3 o'clock, and the work from your 2 o'clock is finished.
Your history comes with you.
- 01
Contacts and accounts
- 02
Open and closed deals, with stage history
- 03
Notes and activity logs
- 04
Custom fields, mapped to the closest equivalent in Viro
Move on your schedule.
There's no deadline forcing your team off Salesforce or HubSpot the day you upload a CSV.
Import your data, review it, and go live when your team is ready, not before.
Your old CRM stays untouched the entire time. Viro only copies your data in, from a file you export or a connection you approve, and never changes anything in your old CRM.
Salesforce and HubSpot only know what someone remembered to type in. Viro replaces them as your system of record, capturing what actually happened automatically. Existing data migrates over when you switch.
No. Whatever's in your CSV export, contacts, deals, stage history, notes, comes over. Anything Viro can't map automatically gets flagged for you to review before it's finalized.
Yes. Your old CRM stays untouched the entire time. Viro only copies your data in, from a file you export or a connection you approve, and never changes anything in your old CRM. Keep working in it until your team is ready to go live.
They come over too. Custom fields are mapped to the closest equivalent in Viro, and anything that can't be mapped automatically is flagged for you to review before it's finalized.
It's three steps: export a CSV, upload it, then review and confirm. There's no deadline either. Import your data, review it, and go live when your team is ready, not before.
Switch to Viro
Your pipeline is ready to move.
Your team can move when it’s ready.
01Export
02Upload
03Confirm
No deadline · Your old CRM stays untouched