Too much manual CRM entry
Reps spending 25–30% of their day updating records. Communication-to-CRM auto-updates every field from calls, WhatsApp, email and SMS.
Why teams make the switch
The most common reasons teams migrate to MetroSales.AI
Too many disconnected tools
One tool for calls, another for WhatsApp, a third for email, a fourth for CRM. MetroSales.AI unifies them with a single conversation view per lead.
No AI capabilities
No lead scoring, no call intelligence, no follow-up suggestions? MetroSales.AI ships with 6 AI modules active from day one — no add-ons.
Poor telephony integration
Calls not logged, no recordings, no analytics. MetroSales Voice integrates natively — click-to-call, auto-logging, AI transcription and GSIP.
Pricing that doesn't scale
Costs spiralling as your team grows, with add-on charges for every feature. MetroSales.AI is transparent, predictable and cost-effective at scale.
Not built for Indian B2C sales
WhatsApp first, GSIP calling, local portal integrations (99acres, MagicBricks, JustDial) and Indian DLT compliance.
What transfers automatically
Your data is safe. Here's exactly what moves and what gets rebuilt.
Migrates cleanly
- All lead and contact records with custom fields
- Deal and opportunity history with stage data
- Activity logs and communication history
- Documents and file attachments
- User accounts and team structures
- Tags, segments and lists
- Pipeline stage definitions
Rebuilt — an opportunity to improve
- Automation workflows — rebuilt with our no-code builder
- Email and WhatsApp templates — redesigned with AI copy assistance
- Custom reports and dashboards — rebuilt with live analytics
- Third-party integrations — reconnected via native connectors or API
Most teams use migration as an opportunity to redesign their process — not just replicate what they had. Our team guides this redesign as part of the standard implementation.
The Migration Process
From first call to full go-live in 7–10 business days.
Our implementation team manages every step. You provide access and context. We handle the rest.
- 1
Discovery Call
We understand your current setup, team size, integrations and go-live requirements. Typically 45 minutes.
Day 1 - 2
Data Export & Mapping
We export all records from your current platform and map fields to MetroSales.AI. Clean data arrives clean.
Days 2–3 - 3
Configuration & Setup
Workflows, automations, integrations, templates and user roles — all configured to your exact process.
Days 4–6 - 4
Team Training
Live training for reps, managers and admins. Video guides and documentation for ongoing reference.
Day 7 - 5
Go-Live & Support
Full go-live with a dedicated support engineer on standby. Most teams are fully comfortable within 3 days.
Days 8–10
Platform Comparison
MetroSales.AI vs your current platform
| Capability | MetroSales.AI | Most other CRMs |
|---|---|---|
| AI-powered lead scoring | ✓ | ✕ |
| Call transcription & AI summaries | ✓ | ✕ |
| WhatsApp Business API — native | ✓ | ✕ / add-on |
| Communication-to-CRM auto-update | ✓ | ✕ |
| AI Voicebot (inbound & outbound) | ✓ | ✕ |
| GSIP SIM hosting | ✓ | ✕ |
| Omnichannel in one view | ✓ | Partial |
| AI follow-up suggestions | ✓ | ✕ |
| Self-learning playbooks | ✓ | ✕ |
| Revenue forecasting (AI) | ✓ | Basic |
Migration FAQs
Common questions before switching
No. Our implementation team performs a complete data export and validation before any records are moved. We run your old system and MetroSales.AI in parallel to verify data integrity before decommissioning the old platform.
No. We run a parallel operation period during which your team continues using the old system while MetroSales.AI is configured and validated. The cutover happens only when both you and we are confident everything is correct.
Most teams are fully live within 7–10 business days. Complex enterprise migrations may take 2–3 weeks. We give you an accurate estimate after the discovery call.
LeadSquared, Freshsales, Zoho CRM, HubSpot, Salesforce, Pipedrive, and any platform that supports standard CSV export — plus custom-built systems and Excel-based operations.
Standard migration (data transfer, basic configuration, team training) is included in your implementation package. Complex custom integrations or large-scale enterprise migrations may incur a separate fee, agreed in advance.
Switch with confidence
Start your migration conversation
A 45-minute discovery call is all it takes to get an accurate plan and timeline.