Comparisons
Trama, compared with other tools
Each page says who each product is for, with the date the fact was read. If the other product wins at something, the table shows it.
How each comparison is built
- A third-party fact is read on their site the day it is written, and that date stays visible.
- There is at least one row where the other product is the better fit.
- The page does not link to their site. The source stays in the internal record.
How to start the move
1. Export contacts
Download contacts to a CSV from the current system.
2. Import them into Trama
A Kommo, HubSpot or Pipedrive file is recognized by its headers. Any other CSV is mapped column by column. Name, phone, email, city, country, tags, notes and seller come in. If the file has opportunities, so do stage, loss reason, amount, currency, destination and title. The cap is 10,000 rows.
3. Connect the channel
Connect WhatsApp, Instagram or Messenger and load the catalog and Link. That is the normal setup, not a separate project.
Conversation history from the previous system is not imported.