Migrate

Switch to BILT without losing your pipeline.

Every guide protects the one thing a migration can actually cost you — your in-flight deals. Export, map, test, and cut over the safe way.

From REI Reply

How to Switch from REI Reply to BILT CRM

A step-by-step guide to migrating from REI Reply to BILT CRM without losing leads, sequences, or deal history — export, map, test, and cut over while your in-flight conversations stay protected.

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From Podio

How to Switch from Podio to BILT CRM

Migrate from a customized Podio setup to BILT CRM without losing your pipeline. Export your apps, map your custom fields, and move to an outbound engine that sends offers and follows up — not just stores them.

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From Monday.com

How to Switch from Monday.com to BILT CRM

Move from Monday.com to BILT CRM and go from organizing a pipeline to generating one. Export your boards, map your stages, and switch to a system that sends offers and follows up automatically.

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From Spreadsheets

How to Move from Spreadsheets to BILT CRM

Graduate from Google Sheets or Excel to BILT CRM without losing a lead. Clean and structure your spreadsheet, import it, and turn a static list into an engine that sends offers and follows up automatically.

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