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Switching guides

Switching to Sunwell? We do the moving.

Pick where you are coming from. We import your customers, jobs and pricebook, and your team keeps working while we set up.

Sample shop, today 7 estimates waiting 18 jobs in progress
Switching is our job

Bring your customers, jobs and pricebook with you.

Coming from spreadsheets or another CRM? We import your data and set up your workspace, so your team starts on day one with real records, not a blank screen. Guided setup is included on every plan, and data migration is free at launch pricing.

  1. Send us your export. Spreadsheets or a CSV from your current system.
  2. We import and set up. Customers, properties, open jobs, pricebook and templates.
  3. Your team goes live. A walkthrough for the office and a short one for crews.

What is one lost lead worth?

Move the numbers to match your shop.

Revenue you could recover $9,600/mo That covers the Growth plan 24 times over.

An estimate for planning only, based on the numbers you enter.

Get started

Lock in launch pricing.

Tell us about your shop. We will reply within one business day to set up a walkthrough on your own data.

  • Launch price locked for as long as you stay
  • We import your data for you
  • A direct line to the team that builds it
Prefer to talk first?

Launch pricing request

Required. We only use these details to contact you about Sunwell. We never sell them.

Not ready to talk yet?

Get our launch pricing and one short update a month. No spam.

Book a demo

30 minutes on your own workflow

Pick a time

Online booking is paused right now. Email sean@sunwellcrm.com and we'll set a time.

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Your details

We email you a 6-digit code to hold the time. Nothing is booked until you enter it.

Check your email

We sent a 6-digit code to . Enter it to lock in . We hold the time for 10 minutes.

You're booked.

30-minute demo · private video link

Open your video link

A calendar invite with the video link is in your email. To move it, reply to that email.

Before you go

Get launch pricing by email.

The three plans, what each includes and the launch price you'd lock in. One email, no spam.