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Top Rated CRM Software with Data Import/Export in 2026

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All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: March 2026

Data import and export streamline the transfer of information between platforms, facilitate scaling operations, and enable comprehensive data analysis. They save time by automating data handling processes and support smooth transitions between systems. Our reviewers in CRM software rated this feature as important.

7 Best CRM Software with Data Import/Export

Product
User rating
Starting price
Zoho CRM logo
4.3
(6.9K)
14
per user/per month
visit website
ActiveCampaign logo
4.6
(2.5K)
15
flat rate/per month
Salesforce Sales Cloud logo
4.4
(18.7K)
25
per user/per month
Dynamics 365 logo
4.4
(5.8K)
50
per user/per month
Mailchimp logo
4.5
(17.5K)
13
flat rate/per month
Pipedrive logo
4.5
(3K)
19
per user/per month
HubSpot CRM logo
4.5
(4.4K)
20
per user/per month

See other top CRM products with data import/export

How we picked the 7 top rated products

We chose the high-performing solutions on this list based on verified user ratings on our site. Depending on available data, qualifying products either had to be among the most user-reviewed or the most searched-for products in the CRM software category. They also needed to have sufficient reviews about data import/export, have a minimum user rating of 3 out of 5 for that feature, and show evidence of U.S. market presence. We then added a distinction for up to three products based on our proprietary ratings and reviews: Highest rated, Highly rated for data import/export, and Highly rated for free version. Sponsorship or client status has no influence on the selection of these products, but it may impact the order in which products appear.

Details for the 7 best products

Zoho CRM logo

Zoho CRM

Reviews Sentiment
 
 
 
1-2(252)
3-4(3,152)
5(3,560)
Key Features
Contact Management4.4
Sales Pipeline Management4.4

User insights about the data import/export feature

Users report that Zoho CRM's data import/export functionality is straightforward and versatile. They appreciate the ability to handle multiple formats and integrate with other systems like Google Apps. Reviewers find it easy to import and export data, although some mention initial setup challenges. They value the feature for maintaining accurate records and facilitating data migration.
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“What I really like about the Data Export and I port feature, is how you can by a click export data through so easily. It's very useful to have, and does the hard work to export data through to the system, and to the sales team so quickly and conveniently. Not only exports, but also imports and saves important data so that no information is lost.”
AG

Amardeep G.

Call centre

“Both data import and export are essential features in Zoho CRM, as they enable you to maintain accurate records, migrate data from other systems, and analyze your CRM data in external tools. These capabilities contribute to efficient CRM management and effective decision-making within your organization.”
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Mohammed M.

Assistant manager

Starting price
14per user /
per month
visit website
Pros and Cons based on 6,964 verified reviews
Verified reviewer profile picture

Comprehensive sales management

Efficient client management

Effective customer tracking

Robust lead management

Scalable for various business sizes

Frequent user issues

Inadequate customer support

Outdated user interface design

Need for performance improvements

Complicated navigation

See pros and cons details
ActiveCampaign logo
Reviews Sentiment
 
 
 
1-2(62)
3-4(795)
5(1,703)
Key Features
Contact Management4.5
Sales Pipeline Management4.4

User insights about the data import/export feature

Reviewers appreciate ActiveCampaign's data import/export capabilities for their simplicity and efficiency. They find it easy to import and export contacts, which is crucial for managing marketing campaigns. Users mention some challenges with field matching and formatting requirements but generally find the process smooth. They highlight the integration with other platforms and the time-saving aspect.
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“The seamless integration enables effortless data transfer, facilitating efficient campaign management. This critical component ensures smooth synchronization between platforms, making ActiveCampaign a top choice for businesses seeking comprehensive and hassle-free email marketing solutions.”
TR

Tarunika R.

Technology Consultant

“Easy to import data but limited ability to make a customized report to export the exact data you want. Many times you have to export the canned data and then manipulate it further to get what you really want”
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Karrie B.

Fractional COO

Starting price
15flat rate /
per month
Pros and Cons based on 2,560 verified reviews
Verified reviewer profile picture

Effective sales funnel creation

Supports business growth

Robust automation features

Efficient client management

Comprehensive lead management

Frequent performance issues

User experience problems

Limited landing page options

Complex navigation and switching

High costs and complexity

See pros and cons details
Salesforce Sales Cloud logo
Reviews Sentiment
 
 
 
1-2(430)
3-4(7,985)
5(10,350)
Key Features
Contact Management4.5
Sales Pipeline Management4.5

User insights about the data import/export feature

Reviewers indicate that Salesforce Sales Cloud's data import/export feature is user-friendly and efficient. They appreciate the ease of importing and exporting data to Excel and other systems. Users highlight the Data Import Wizard and the integration with Google Drive. They find it valuable for data migration, reporting, and maintaining accurate records.

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“Very important feature for us, what I like about it is how it imports the data so quickly without doing it manually. The system does all the hard work for you, from importing data, to exporting the data through to the sales department.”
AG

Amardeep G.

Call centre

“The Data Import/Export feature in Salesforce Sales Cloud is incredibly useful. It allows me to quickly and easily import and export data, saving me time and effort. The feature is user-friendly and customizable, which is great for my business needs.”
GG

Gaurav G.

HR manager

Starting price
25per user /
per month
Pros and Cons based on 18,765 verified reviews

Comprehensive tracking capabilities

Effective client management

Robust CRM functionalities

Advanced sales management tools

Enhanced organizational capabilities

Slow performance speed

Complex setup and configuration

Steep learning curve

Challenging user experience

Not ideal for small businesses

See pros and cons details
Dynamics 365 logo
Reviews Sentiment
 
 
 
1-2(127)
3-4(2,644)
5(3,038)
Key Features
Contact Management4.4
Sales Pipeline Management4.4

User insights about the data import/export feature

Reviewers indicate that Dynamics 365's data import/export capabilities are highly efficient and user-friendly. They find it easy to import and export data in various formats, including CSV, Excel, and PDF. Users appreciate the seamless integration with other Microsoft products and the ability to handle large data sets effortlessly. They say it significantly improves data management and reporting accuracy.
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“Business frequently need to move their current data when implementing dynamic 365 .A seamless transition is possible by the data import feature, which guarantee that past data is appropriately imported in to the platform ”
RC

Radhe C.

Network engineer

“Like any great piece of software that relies on data capture, you need a quick way to get data in and out without relying on IT personnel. There are ready to use templates to allow your team to clean up data (any organisation that says their data is perfect is lying to you!), and get that data back in. You can update existing data or create new data easily and quickly and if anything goes wrong it'll tell you exactly which row contains the error and what the error is!”
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Angela S.

SharePoint Developer

Starting price
50per user /
per month
Pros and Cons based on 5,809 verified reviews
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Comprehensive sales management

Effective customer relationship management

Enhanced team collaboration

Efficient task management

Seamless Microsoft integration

Slow performance speed

Disruptive software updates

Steep learning curve

High costs and complexity

See pros and cons details
Mailchimp logo
Reviews Sentiment
 
 
 
1-2(274)
3-4(6,994)
5(10,294)
Key Features
Contact Management4.4
Sales Pipeline Management4.1

User insights about the data import/export feature

Users report that Mailchimp's data import/export functionality is straightforward and efficient. They find it easy to import and export contacts and email lists, which is crucial for managing campaigns. Reviewers appreciate the ability to use CSV files and integrate with other tools. They mention that this capability saves time and enhances data management for businesses.

See related user reviews

“The ability to import and export lists and other data is vital. Lists can be used on other platforms for your business, so exporting lists is an important function. The ability to import lists is also important in the case where yo dont have the ability to integrate mailchimp with that platform that is collecting this data.”
RH

Rosie H.

Lead Marketing

“The import feature made uploading hundreds of subscriber contacts heaven and exporting is just as easy with so many different options for file type!”
AG

Angel G.

HR Project Manager

Starting price
13flat rate /
per month
Pros and Cons based on 17,562 verified reviews

Efficient client communication

Comprehensive email marketing

Streamlined newsletter creation

Effective email blasting

Support for small business growth

Issues with spam filtering

Restrictive usage limits

Challenges with issue management

Expensive for small businesses

Limited design customization

See pros and cons details
Pipedrive logo
Reviews Sentiment
 
 
 
1-2(61)
3-4(1,026)
5(1,955)
Key Features
Contact Management4.4
Sales Pipeline Management4.5

User insights about the data import/export feature

Reviewers appreciate Pipedrive's data import/export tools for their simplicity and efficiency. They report that it is easy to migrate data from other CRM systems and CSV files. Users find the integration with MS Power Tools helpful. However, some mention difficulties with organizing exported data and initial setup challenges. They highlight the time-saving aspect and smooth data management.
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“Pipedrive's Data Import/Export feature is a time-saver. Effortlessly migrate and manage data with simple yet powerful tools, ensuring smooth transitions and streamlined operations. Vital for data-driven success.”
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Muhammad A.

Software house

“ Pipedrive's data import and export tools allow users to transfer and back up information to and from external sources, such as other CRM systems and CSV files. By utilizing these tools, users can have greater control over their information and handle it in a more efficient manner.”
Jf

Jose f.

Gerente administrativo

Starting price
19per user /
per month
Pros and Cons based on 3,042 verified reviews
Verified reviewer profile picture

Efficient sales pipeline management

Intuitive and customizable interface

Customizable sales stages

Effective sales team management

Enhanced team collaboration

Limited reporting capabilities

Inefficient search and filter functions

Subpar contact management

Inconsistent user experience

Limited automation features

See pros and cons details
HubSpot CRM logo
Reviews Sentiment
 
 
 
1-2(85)
3-4(1,629)
5(2,737)
Key Features
Contact Management4.5
Sales Pipeline Management4.5

User insights about the data import/export feature

Reviewers find HubSpot CRM's data import/export capabilities easy to use and efficient. They appreciate the seamless integration with other applications and the ability to handle various data formats. Users highlight the intuitive mapping process and the importance of this feature for data migration and management. They mention that it simplifies transferring data from other systems.
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“The uploading is very convenient as our Lead Generation Specialists mine bulk leads everyday and just put it in an excel sheet and we can just drag and drop it to HubSpot. Plus, it automatically detects duplicates and updates the duplicates when there are new information like address change or contact number change.”
CI

Cliff I.

Deputy General Manager

“After collecting your leads in Hubspot, keeping a separate file/excel sheet with your contacts is a must.Hubspot makes this a very easy task, and adds many options for the export file.”
Verified reviewer profile picture

Maurice H.

Marketeer

Starting price
20per user /
per month
Pros and Cons based on 4,451 verified reviews
Verified reviewer profile picture

Efficient lead tracking

Centralized client information

Comprehensive email tracking

Integrated sales and marketing

Versatile CRM functionalities

Frequent technical issues

High costs for advanced features

Limited reporting capabilities

Inadequate user account management

See pros and cons details

Other Top Rated CRM Software with Data Import/Export in 2026

Zoho CRM logo

Zoho CRM

Customer relationship management solution

visit website
Zoho CRM records all contact, lead & account data. It also lets you assign tasks, automate workflows & marketing, track revenue & send communications.

Read more about Zoho CRM

Users also considered
Bigin by Zoho CRM logo

Bigin by Zoho CRM

Category Leaders

Pipeline-centric CRM system for small businesses

visit website
Bigin is a pipeline-centric CRM that helps small businesses move away from spreadsheets and get started with a CRM system for their business easily.

Read more about Bigin by Zoho CRM

Users also considered
InfoFlo logo

InfoFlo

HIPAA compaliant case management software

visit website
Easy-To-Use CRM with contact, email, calendar, document & task management + QuickBooks, Outlook and a Google Sync. $99 + Free Upgrades

Read more about InfoFlo

Users also considered
HoneyBook logo

HoneyBook

Client management for freelancers & SMBs

visit website
Every CRM tool you need to manage clients, proposals, contracts, invoices, payments, and more.

Get started with a 7 day free trial today.

Read more about HoneyBook

Users also considered
Claritysoft CRM logo

Claritysoft CRM

User-friendly customer relationship management software

visit website
Claritysoft CRM is a customer relationship management software with which SMBs & large enterprises can manage contacts, accounts & sales leads efficiently

Read more about Claritysoft CRM

Users also considered
Clio logo

Clio

Cloud-based legal practice management tool for law firms.

visit website
Clio is a comprehensive legal practice management software that helps law firms streamline their operations. The platform offers case management, client intake, document automation, and legal accounting features, all integrated into one system. With built-in AI capabilities through Clio Duo, legal professionals can efficiently summarize documents and access matter details while maintaining client communication through a dedicated portal.

Read more about Clio

Users also considered
JobNimbus logo

JobNimbus

Be more professional, profitable, efficient, and organized.

visit website
JobNimbus is a contractor software platform that customizes to your business and grows with it. With full visibility of all your jobs and their stages, our platform makes it simple to control your workflow. You can manage your processes and keep every aspect of your business running!

Read more about JobNimbus

Users also considered
Daylite for Mac logo

Daylite for Mac

All-in-One Business App for Service-Based Firms.

visit website
Stop wasting time using multiple apps. Daylite unifies CRM, new client opportunities, projects, tasks, notes, and email into one app designed for Apple users so you can focus more on clients and less on admin.

Read more about Daylite for Mac

Users also considered
Mailchimp logo

Email and SMS marketing automation platform

Mailchimp is an email and SMS marketing platform that combines artificial intelligence with marketing automation capabilities. The platform features a drag-and-drop builder, content creation tools, and audience management functions to help businesses design and distribute marketing campaigns across multiple channels.

Read more about Mailchimp

Users also considered
Salesforce Sales Cloud logo

Cloud-based CRM and sales automation software

Salesforce Sales Cloud offers complete contact, lead and opportunity management, along with marketing automation, social collaboration, and more.

Read more about Salesforce Sales Cloud

Users also considered
ClickUp logo

Productivity platform for marketing agencies

ClickUp is a productivity platform that helps businesses combine project management tools, AI capabilities, and collaboration features in a unified workspace. The system can integrate tasks, documents, goals, and chat functionality while offering AI-based agents that automate workflows and answer questions. ClickUp serves teams across various departments with enterprise-grade security certifications including SOC 2 Type II, ISO 27001, GDPR, and HIPAA compliance.

Read more about ClickUp

Users also considered
HubSpot CRM logo

CRM and lead management solution

HubSpot CRM is the perfect free sales tool for your small business. Say goodbye to manual tasks and confusing features. Say hello to HubSpot CRM.

Read more about HubSpot CRM

Users also considered
Brevo logo

Automation, marketing & transactional email, and SMS service

Brevo is a CRM and email marketing solution that helps businesses run multi-channel marketing campaigns across email, WhatsApp, SMS, web push, and Facebook ads. Teams can trigger transactional emails, SMS, and WhatsApp notifications over Brevo SMTP and APIs.

Read more about Brevo

Users also considered
Dynamics 365 logo

ERP and CRM applications from Microsoft

Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and larger companies, and is fully customizable and extensible through its rich development platform and tools.

Read more about Dynamics 365

Users also considered
Pipedrive logo

Cloud-based CRM solution for salespeople

Pipedrive is an easy to implement CRM software tool that helps you focus on the activities that drive deals to close.

Read more about Pipedrive

Users also considered
Zendesk Suite logo

AI powered customer service across all channels

Zendesk offers an AI-powered service platform that unifies conversations from multiple channels. It features AI agents for resolving inquiries, ticketing for support requests, and analytics for tracking service quality. Its Resolution Learning Loop technology enhances automation by integrating AI, human agents, and knowledge resources on one platform.

Read more about Zendesk Suite

Users also considered
Airtable logo

AI-Powered, No-Code App Building Platform

Airtable is the AI-powered app platform that unifies data, maximizes collaboration, and powers smarter workflows — no code required.

Read more about Airtable

Users also considered
ActiveCampaign logo

AI-first marketing platform

ActiveCampaign is the AI-first marketing platform built to transform how marketers, agencies, and entrepreneurs work. Use Active Intelligence to power goal-aware automations and orchestrate personalized experiences across email, SMS, and WhatsApp.

Read more about ActiveCampaign

Users also considered
LiveAgent logo

Multichannel Help Desk Solution with Powerful AI Features

LiveAgent is a web-based help desk solution with a built-in CRM functionality and AI features. It manages support tickets from channels like email, VoIP, live chat, and social media. Its CRM platform supports task automation, data organization, and integration with 200+ tools.

Read more about LiveAgent

Users also considered
Constant Contact logo

Streamlines marketing to grow loyal audiences

Constant Contact is a digital and email marketing platform that provides tools for creating, sending, and tracking email campaigns. The platform offers customizable email templates, AI writing assistance, and automation features to help businesses reach audience. Additionally, it includes social media marketing capabilities, SMS marketing, and multi-account solutions for organizations managing multiple locations or teams.

Read more about Constant Contact

Users also considered
Nimble logo

Contact management & social relationship solution

Nimble combines CRM with social media monitoring and insights to help you smartly engage with your contacts.

Read more about Nimble

Users also considered
Any.do logo

A simple and poweful workspace to manage your team's work

Any.do CRM adapts to your business: launch in minutes with free templates, custom fields, live dashboards, and time-saving automations. Track every lead on Kanban boards, sync with 6 000+ apps, and close deals faster—inside the workspace 40 million users trust.

Read more about Any.do

Users also considered
EngageBay CRM logo
Category Leaders

Integrated sales & marketing software for growing teams

AI-powered all-in-one CRM for marketing, sales, and support — built to help small businesses grow faster.

Read more about EngageBay CRM

Users also considered
Marketing 360 logo

Marketing Platform For Small Business

Stay organized as you scale and grow
Finally, a CRM that’s easy to use, fully customizable and puts you in control of how you manage your leads, customers, tasks, team, projects, marketing and more. Create your free account to start customizing your CRM today.

Read more about Marketing 360

Users also considered
Less Annoying CRM logo
Category Leaders

For small businesses outgrowing spreadsheets.

A simple customer relationship manager made just for small businesses. Manage contact info, track leads, and never miss a follow-up.

Read more about Less Annoying CRM

Users also considered

Key features for CRM software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Contact Management: Reviewers highlight the ease of capturing, organizing, and updating contact information. Users value customizable fields, tagging, segmentation, and detailed activity tracking for better customer understanding and engagement. 93% of reviewers rated this feature as important or highly important.
  • Sales Pipeline Management: Reviewers emphasize the importance of visualizing deal stages, tracking progress, and customizing pipeline stages. Users appreciate features for forecasting revenue, managing opportunities, and improving sales efficiency. 90% of reviewers rated this feature as important or highly important.
  • Lead Management: Reviewers appreciate the ability to prioritize, score, and automate follow-ups for leads. Users highlight the integration with various sources, detailed tracking, and nurturing capabilities for better conversion rates. 90% of reviewers rated this feature as important or highly important.
  • Reporting/Analytics: Reviewers value customizable dashboards, real-time insights, and the ability to generate detailed reports. Users emphasize the importance of tracking key performance indicators and making data-driven decisions. 87% of reviewers rated this feature as important or highly important.
  • Lead Capture: Reviewers highlight the ability to capture leads from various sources and automate their entry into the system. Users appreciate customizable forms, efficient data integration, and the prevention of missed opportunities. 86% of reviewers rated this feature as important or highly important.
  • Task Management: Reviewers appreciate the ability to create, assign, and track tasks. Users highlight features like prioritization, reminders, and integration with calendars for improved productivity and collaboration. 85% of reviewers rated this feature as important or highly important.