Moving onto a platform that replaces several tools at once sounds like a weekend. It is closer to an hour. This guide runs through the order to do it in: create the account, brand it, bring the data across, invite the team, connect the channels.

The first step is creating your organization. When you sign up, you will choose your organization name, set up your custom domain if you have one, and configure your branding. The platform walks you through uploading your logo, selecting your color scheme, and customizing the interface to match your brand. Once your organization is set up, you will create your first workspace and invite team members via email.

Next comes data. KamoCRM supports importing contacts, deals, and documents from all major CRM platforms, Google Workspace, Microsoft 365, and CSV files. Our import wizard maps your existing fields to KamoCRM's data model and handles deduplication automatically. For teams migrating from multiple tools, we recommend starting with your contact database and then importing documents and communication history in phases.

Last, connect the channels. Business email, the phone system with your existing numbers or new ones, and the video settings. Each one writes back to the CRM on its own, so calls and emails are attached to the right customer from the first day rather than after someone remembers to log them.