Spreadsheets
Excel or Google Sheets, however they've grown over the years. We tidy and de-duplicate as we go.
Product / Switching CRM
Switching CRM is our job, not yours.
Moving systems usually means weekends of exporting and re-keying. With Kesslan, our team maps your data, moves it across, checks it and trains everyone.
Setup, data migration and training included on every plan.
How a move to Kesslan works.
A clear plan, agreed with you before anything moves.
- We map your dataWe look at what you hold today and agree where everything goes in Kesslan.
- We move it acrossContacts, deals, notes and documents are imported and checked by our team.
- We run side by sideWhere needed, you keep your old system until your team is confident.
- We train everyoneLive sessions for every role, then a named contact for questions afterwards.
Where firms move from.
We've designed the process around the places data usually lives.
Another CRM
HubSpot, Salesforce, Zoho, Pipedrive and others, exported and mapped to Kesslan.
Property software
Agency systems such as Alto, Reapit and Street, with properties, landlords, tenants and applicants kept together.
Inboxes and phones
Contacts from Outlook, Gmail and your phones, matched to the right records.
Questions, answered
Is data migration really included?
Yes. Every plan includes migration: contacts on Studio, contacts and history on Firm, and everything from any system on Private.
Will we lose anything?
We agree a map of your data before we start and check the import with you before you switch over.
How long does it take?
Most firms are working from Kesslan within a week or two, depending on how much data you have and where it lives.
Keep exploring
vs HubSpotLooking for a HubSpot alternative? Kesslan is a UK CRM set up for you, with a shared inbox, pipeline and AI assistant, and data stored in London.vs AltoLooking for a Alto alternative? Kesslan is a UK CRM set up for you, with a shared inbox, pipeline and AI assistant, and data stored in London.Sales pipelineA sales pipeline shaped to how your firm wins work. Deals move stage by stage, follow-ups go out on time, and every deal's value is in one view.PricingPlans for every stage of your firm, with setup included.
Try Kesslan free for 14 days.
Answer a few questions and Kess sets up a workspace shaped to your firm in under a minute. Nothing is charged for 14 days.