Can Arvya replace our CRM?

Arvya can be scoped as the operating CRM for firms moving from DealCloud, Salesforce, Affinity, another CRM, or spreadsheets. Migration coverage depends on the records, workflows, reports, permissions, and integrations agreed with the firm.

Can we keep our current CRM?

Yes. Arvya can work across the systems already in place, including an existing CRM, or support a planned migration when the firm is ready.

How is a migration verified?

The firm reviews record mappings, imported history, permissions, and essential reports side by side before agreeing to cut over.

CRM migration

Move your deal and relationship history without losing the context.

Keep Arvya connected to your current CRM, or work with the founders on a verified move from DealCloud, Salesforce, Affinity, another CRM, or spreadsheets.

Discuss your CRM migration

Another way to adopt Arvya

Keep your CRM. Or replace it when the time is right.

Arvya works across the systems your firm already uses. If DealCloud, Affinity, Salesforce, or spreadsheets have become too expensive or burdensome, we can also scope a move of your pipeline and relationship history into Arvya.

Discuss your CRM migration

Map what matters

Bring your current CRM, renewal date, and essential reports. We scope the records, custom fields, permissions, and workflows your team needs.

Bring your history

We plan the import of companies, contacts, deals, notes, and activity from your available exports or API access, with your team reviewing the mappings.

Verify before switching

Compare the records and reports side by side. Agree the cutover only after your team has checked the information and workflows it relies on.

Start with pipeline, contacts, relationship history, and activity capture. We confirm migration coverage and readiness with your team. Fundraising, LP management, and portfolio reporting require a separate scope review.

One live mandate

See the transaction become a live operating system.

Book a demo See how Arvya fits