Connect Salesforce and run Muntri alongside it, read-only, on your own real data. Evaluate the AI, pipeline and forecast with zero risk, then flip to primary and switch on your timeline. No big-bang migration.
You don't rip out Salesforce on day one. You graduate from a risk-free evaluation to system of record, one step at a time.
Authorize Muntri with Salesforce over OAuth. We map and sync your accounts, contacts, opportunities, activities and users into a workspace built on your own data.
Muntri mirrors Salesforce read-only and runs beside it. Your team keeps working in Salesforce, and Salesforce stays the system of record, while you see Muntri's AI on the same data.
When you're ready, flip Muntri to primary. It becomes your system of record with a clean, staged cut-over, and Salesforce becomes optional, or an ongoing two-way sync.
Muntri syncs and mirrors your Salesforce org read-only and runs alongside it. Nobody has to change how they work, and Salesforce stays the source of truth, so there's no risk and nothing to migrate.
Accounts, contacts and hierarchy, open and closed opportunities with amounts and stages, the full activity timeline, and your users and teams, all synced and kept fresh, without writing a thing back to Salesforce.
Flip Muntri to primary and it becomes your CRM of record. There's no forced cut-over date, no data left behind, and Salesforce becomes optional, retire seats as your team moves over.
Once primary, every stage runs on Muntri's single record, marketing, sales, forecast, revenue and customer success, with the AI, automation and conversation intelligence built in rather than bolted on.
Muntri maps the core Salesforce objects to its own model so your pipeline, reporting and AI are complete from day one.
We'll connect your org, stand Muntri up in shadow mode, and let you evaluate on your real pipeline, no risk, no migration until you say so.