Your existing list in, your data out
Your customer list is yours, not ours. You start with what you already have, and you take it all back out per type as a CSV — including the timeline of what was called and emailed.
The hurdle is at the start, the fear is at the end
At the start there is a spreadsheet with a hundred and fifty customers in it. Nobody types that in again, so the file stays where it is and the CRM stays empty. A system holding half your records is worse than no system.
At the end sits a different worry, and it is a fair one: what if I don't like it. A lot of software makes leaving expensive on purpose — a year's contract, an export that only takes half of it, or no export at all. That turns your own customer list into a reason to stay, and that is exactly the wrong reason.
In and out in the same format
Your companies and contacts go in from a file you save out of Excel or Google Sheets, and they come back out in that same format. No format of our own that only we can read.
Both under Settings → Your data. On an import you map your own column names to Nermio's fields and see a preview first: how many rows will be added, which ones are already there, and which ones don't add up. You confirm after that.
And you don't have to start with all of it. One company is enough to see whether this works; your list can follow later. That is deliberately the cheapest way to try a CRM: not an afternoon of setting up and then a decision, but the other way round.
What that means in practice
Your list comes in with you
Companies and the contacts that belong to them, out of the file you already keep. The fields you don't have stay empty; the only thing required is the company name.
All of it back out
Companies, contacts, deals, tasks, your timeline and your notes — each as its own CSV file. Not a summary or a selection, but the rows as they are on the screen. For thirty days after you stop, too.
No contract holding you
You cancel when you want, with no year's notice. Leaving shouldn't be a negotiation.
Thirty days after you leave
The export runs on your own login, and it stays open for thirty days after you stop — even once the app itself is locked and you can't change anything. After that you email info@nermio.com for a copy.
Gone is gone
Delete your organisation and the data hanging off it goes with it. We don't keep a quiet copy to win you back with later.
Start with what you already have
Your existing list or one customer, both are a start, and with both you can get straight back out.