Switching from another CRM

Bring your buyers with you.

Move your leads, contacts and inventory over from a spreadsheet. You check every row before anything changes, and nobody you import gets an automatic text.

Talk through a switch See pricing

We run your first import with youExport your data anytime

Preview Nothing changes until you import

Sample import preview · Fictional data

Import preview

customers-export.csv · 12 columns recognized

Preview

1284Rows

1271Ready

13Need cleanup

0Committed

Historical rows are imported without LeadCreated automation, AI replies, SMS sends, or deal creation.

First 2 row issues

Row 214email or valid phone is required

Row 877phone is invalid

Discard Import 1271 ready rows

Old automations stay asleep: history imports without waking them.

What changes, and what doesn’t.

The three things every switching dealer asks first.

Check every row first

Upload a CSV of leads and contacts, or of inventory. Common column names map automatically, and the preview counts what is ready and what needs cleanup. Nothing is written until you import.

History stays quiet

Imported leads never receive an automatic first reply. Historical rows create no texts, AI replies or deals, and opt-outs are always honored.

Your data leaves when you do

Owners and managers can export leads and deals to CSV on every plan.

What comes over

Leads, contacts and inventory, from a CSV of up to 5 MB or 10,000 rows per file.
New leads from your website’s form, through a connector on your site.
Lead notification emails your website sends, forwarded to your own inbound address.

Not the right fit if…

You need accounting, title work or lender submission in the same system. DealersPilotAI is a sales CRM, and it doesn’t do those.

Switching questions

Will my imported customers get texted?: No. Imported leads never receive an automatic first reply, and historical rows create no texts, AI replies or deals. Opt-outs are always honored.
Can I take my data back out?: Yes. Owners and managers can export leads and deals to CSV on every plan.
Do my website leads come over?: New ones do. Your site’s lead form can post straight in through a connector, or its notification emails can be forwarded to your inbound address.
What about leads from my listing sites?: Send us a sample lead email from your listings and we’ll check it before you switch.

Your next move

Bring us your export.

Tell us what you run today, or send a sample file. We’ll walk through the switch with you.

Talk through a switch See pricing