Switching CRMs Doesn't Mean Starting From Zero

Your leads, jobs, and customer history don't belong to your old CRM — they belong to you. Ketterly imports your data directly from AccuLynx or JobNimbus, with a dry-run preview so you see exactly what's coming over before anything is committed.

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Self-serve, from your own account

Connect your AccuLynx or JobNimbus account and run the import yourself — no waiting on a migration specialist or a scheduled onboarding call.

A dry run before anything is written

Preview exactly what would be imported first. Nothing touches your Ketterly account until you've reviewed it and chosen to commit.

Map what doesn't match automatically

Pipeline stages and users that don't map cleanly are flagged for you to resolve, so your imported jobs land in the right stage with the right owner — not a generic default.

Start on day one with your real pipeline

Your team logs in to a CRM that already has their leads and jobs in it — not an empty account they have to rebuild from memory or a spreadsheet export.

How It Works

  1. 1

    Connect your AccuLynx or JobNimbus account and run a dry run — nothing is written to Ketterly yet.

  2. 2

    Resolve any flagged pipeline stages or users the dry run surfaces.

  3. 3

    Re-run the dry run to confirm everything resolved, then commit to create the leads for real.

Frequently Asked Questions

See Ketterly on your own roofs

Book a 30-minute demo and we’ll walk through your sales process, measure a real roof, and show you exactly how your team would use it.