New CRM.Not a new beginning.
Your customers, jobs, and business history shouldn't be the reason you're stuck with your current CRM. Bring supported data to Owniyo through direct connections or file imports, with our team here to help.
Free migration assessment · Dedicated migration engineer
Your data. Your way.
Connect your current CRM, upload your existing files, or let our team help with the transition.
Connect. Select. Import.
For CRMs with a supported connector, connect your account and transfer available records without preparing every export manually.
- 01Choose an available CRM connector
- 02Authorize access securely
- 03Select records available for migration
- 04Review and import into Owniyo
* Migration scope, timing, and records depend on source CRM API capabilities and permissions.
Illustrative migration workflows. Connector availability and supported records are subject to verification.
Already using a CRM? Let's work withthat.
Whether you're moving from a major field service platform or spreadsheets, we help bring your records over cleanly.
Moving from JobNimbus.
JobNimbus provides an API for custom integrations. An Owniyo migration connector must be built and tested before it's presented as available.
Not sure about your setup?
We review your source data, confirm what can be transferred, and recommend the cleanest migration path.
Years of business. Worth bringingalong.
Not every CRM structures data the same way, but most essential records can be brought over cleanly with the right mapping.
Names, contact information, service addresses, and supported relationships.
Field availability and transfer fidelity depend on source CRM export capabilities and data structure. Our team can help assess your specific data schema.
Moving your data is one thing. Getting you running isanother.
A successful switch doesn't end when the records arrive. Our team can help configure Owniyo around the way your roofing business works.
Workspace setup
Company information, branding, users, and permissions.
Workflow
configuration
Sales pipelines, job stages, and operational settings.
Data review
Review imported records and resolve identified mapping issues.
Team onboarding
Help your team become comfortable with the workflows they use every day.
Bring yourbusiness with you.
Tell us what you're using today, what you'd like to bring over, and how your team works. We'll help determine a practical next step.