Already on a CRM?

Keep it. Lose the double entry.

Sales OS doesn't ask you to rip out Salesforce, HubSpot, Zoho or Odoo on week one. It plugs in alongside whatever you're already on, works both ways while your team gets comfortable, and can stand entirely on its own the day you decide the CRM isn't earning its seat anymore.

Runs alongside your CRMTwo-way while connectedMigrate at your paceStandalone-ready
Works alongside

The CRM you already picked

Odoo is connected and syncing today. The same connection shape extends to Salesforce, HubSpot and Zoho — and to whatever your team runs, including Pipedrive or Dynamics 365, an API is all it takes.

SalesforceSalesforce
HubSpotHubSpot
ZohoZoho
OdooOdoo
The path

A migration you set the pace on, not one you're forced into

Four steps, and you can sit at any of them for as long as you want. Nobody has to leave the CRM behind to start selling out of Sales OS.

01

Connect it

Link the CRM your team already runs on — one connection per workspace, the same shape as any other integration here. Nothing about how your team sells has to change on day one.

02

Work from either side

Sales OS becomes the interface your reps actually use — and what they do here writes through to the CRM, so whoever still lives there sees a record that stays current without anyone doing it twice.

03

Migrate on your schedule

Bring history and open pipeline across whenever it suits you — one team at a time, one quarter at a time. There's no cutover weekend, because both systems are already in sync.

04

Flip the switch

When the CRM isn't teaching you anything the workspace doesn't already show, disconnect it. Your data doesn't move anywhere — it's already here. The CRM just becomes optional.

The objections

What everyone asks before they connect one

Is the CRM still the source of truth while we're connected?

Yes, for as long as you want it to be. Sales OS reconciles with it rather than overriding it — your manager can keep opening the CRM they always have, and it stays current.

Do we have to migrate everything at once?

No. Bring pipelines, teams or regions across in whatever order makes sense. The two systems stay in sync the entire time, so there's no window where either one is stale.

What happens to our data if we go standalone?

Nothing happens to it — it's already living in your workspace by the time you'd disconnect. Turning the connection off stops the sync; it doesn't touch anything already migrated.

What if we change our minds?

Reconnect. The workspace doesn't forget how to talk to your CRM just because the connection was off for a while.

Connect your CRM, keep selling the same way today

Nothing to rip out, nothing to schedule a cutover for. The workspace and your CRM stay in step from the first connection.