Migration Guide
Migrate from Freshsales to Rivion
Most teams complete the migration in under a day. Your contacts, deals, and pipeline come with you.
Start Migration1
Export your data
Export contacts, deals, and notes from Freshsales as CSV. Most CRMs have a bulk export in Settings > Data.
2
Create your Rivion account
Sign up free at crm.rivion.ai. Set up your organization, invite team members, and connect your channels.
3
Import contacts & deals
Use Rivion's CSV import with field mapping. Contacts, deals, tags, and custom fields all transfer.
4
Connect your channels
Connect WhatsApp, Instagram, Facebook, Telegram, and SMS. New conversations start flowing to Rivion immediately.
5
Configure AI agent
Set up your AI persona, knowledge base, pricing rules, and escalation preferences. AI starts handling conversations.
6
Go live
Deactivate Freshsales once you've verified everything is working. Most teams complete migration in under a day.
What you gain by switching
AI sales agent — autonomous conversations 24/7
6 channels unified in one inbox
In-conversation payment collection
Telecalling suite with auto-dialer
9-layer AI context engine
Manager escalation with full context
Everything Freshsales does, plus AI that actually sells
Start free — upgrade when ready