Switch from RPM Telco in days, not implementation meetings.
This guide covers moving a telecom agency from RPM Telco to Modero: what to export, what to import, and how to prove the numbers match before you cut over. The work is measured in hours across a few days. Because the Modero CRM is free, you can start the migration today and pay nothing until you turn on a paid module.
Free forever. No credit card required. No demo call.
The migration path
- 1
Export your data from RPM
Pull your contacts, companies, deals, supplier list, and commission history as spreadsheet exports. Grab the most recent statement files from each supplier while you are at it.
- 2
Create your free Modero workspace
Email, password, workspace name. The CRM is free for unlimited users, so the whole migration costs nothing until you choose to turn on a paid module.
- 3
Import contacts, companies, and deals
Load your CSV exports into the CRM. Spot-check a handful of records against the old system: names, sites, deal values.
- 4
Turn on Commission Management and load history
Add seats for the people who reconcile, then import supplier statements and historical commission records so trends and open disputes keep their context.
- 5
Run one statement cycle in parallel
For one month, reconcile in both systems. Confirm that expected commissions, statement totals, and variance flags in Modero match or beat what the old system caught.
- 6
Cut over and cancel
Point the team at Modero, archive the final exports somewhere safe, and time the old subscription's cancellation to its renewal terms.
The switching checklist
Everything to gather before you start. No email gate, no download form; copy it straight off the page.
- Contacts and companies exported
- Deals and pipeline exported
- Supplier list with contact and portal details
- Commission history export, as far back as you have it
- Most recent statement file from every supplier
- Open disputes and their evidence collected
- Client list for portal invitations
- RPM contract renewal date and notice window confirmed
- Team list with who needs which Modero module
- One month blocked for the parallel reconciliation run
What switching really costs
Honesty over a sales pitch: you will spend a few hours on exports and imports, your team will learn new screens, and any workflow built on RPM-specific habits will need rethinking. What you get back is a free CRM under everything, public prices set by the clients you manage, a client portal your customers can actually use, and commission reconciliation that flags what the spreadsheet missed. Run the parallel month and let the variance report make the argument.
Switching questions
How long does switching actually take?
Days, for most agencies. Export, import, and verification are hours of work spread across a few sessions. The longest sensible step is optional: running one statement cycle in parallel to confirm the commission numbers match before you cut over.
What data moves over?
Contacts, companies, deals, supplier list, service inventory, and commission history via spreadsheet exports and imports. Documents can be attached to the matching records as you go.
Do I lose my commission history?
No. Historical statements and reconciliation records import as history, so trends and disputes keep their context. Your data stays exportable from Modero at any time, too; switching in should not mean being locked in.
Can I run Modero and RPM in parallel?
Yes, and we recommend it for one statement cycle. The Modero CRM is free, so the parallel month costs you nothing extra while you confirm that expected commissions, statements, and variances line up.
What about my existing RPM contract?
Check your renewal date and notice window before you commit a cutover date. Many agencies time the switch to the contract cycle. The free CRM lets you start the move whenever you like, regardless of when billing on the old system ends.
Start the migration with the free CRM
Import your book of business today. Turn on Commission Management when you are ready to reconcile.
Free forever CRM. Cancel paid modules any month.