1
Bring your people
Connect your Google contacts or upload your old CRM’s export. MyPal reads every row and sorts clients, leads and professionals for you.
Switch to MyPal in an afternoon.
Bring your people, keep your number, and be working in MyPal by tonight.
2
Clean up in one pass
Duplicates are found and merged. When MyPal isn’t sure two records are the same person, it asks you instead of guessing.
3
Connect your inbox, calendar and phone
Gmail or Outlook, Google Calendar, and your number. MyPal learns your voice from the email you’ve sent and puts your day on one calendar.
4
Make your first call
Call a client the way you always do. By the time you hang up, the record is filed and the follow-up is drafted.
What comes with you
- Names, phone numbers and emails
- Addresses
- Who each person is to you
- Your sent email, so MyPal writes like you
- Your calendar
- Your phone number
Nothing is lost while you try it
Importing reads your export and never writes to your old CRM. Keep using it side by side for as long as you like.
Questions about switching.
- How long does the switch take?
- Most agents are set up in an afternoon: the import takes minutes, connecting email and calendar takes about ten more, and the rest is your first few calls.
- Will I lose my old CRM’s data?
- No. MyPal works from a copy. Your old CRM is untouched, so you can keep it until you’re sure.
- Do I keep my phone number?
- Yes. Keep the number your clients already have, or get a new local one in minutes.
- What if MyPal sorts someone wrong?
- Change it in one tap. MyPal shows why it sorted each person the way it did, and learns from your correction.
Your next call could be the last one you write up.
Start free today, or call MyPal and ask it anything.