The NetHunt CRM alternative for digital marketing agencies

What changes on Phloz

• Agency delivery in its own platform — tasks, messages, recurring work, departments
• Native typed tracking-infrastructure map per client
• Per-active-client pricing instead of per-seat
• Per-client inbound email threading (client comms next to the work, not buried in Gmail labels)

Should you actually switch?

A switch is real cost — a few days of structural mapping, a parallel-running week, training time, and the friction of breaking habits your team has built. Worth it when the new tool meaningfully changes how you work; not worth it when the gain is incremental.

The five signals that you're ready to leave NetHunt CRM: (1) you're paying for seats or contacts you don't use, (2) you're running the tracking stack in a separate Sheet because the CRM has nowhere for it, (3) onboarding a new team member takes more than a day because the configuration is tribal knowledge, (4) clients ask "where do I see progress?" and you don't have a clean answer, (5) you're duplicating client data across two or three tools because no single tool fits.

If three of those five describe your agency, the structural upgrade pays back inside a quarter. If only one or two, stay where you are and revisit at the next pricing renewal — switching for marginal gain is usually a worse decision than the marginal gain.

When NetHunt CRM is still the right choice

The honest counter-positioning. NetHunt CRMisn't wrong for everyone — these are the cases where staying makes more sense than switching. If any of them describe you, weigh the trade carefully before migrating.

• Your team lives in Gmail and the in-inbox CRM experience is the whole point — NetHunt's Gmail integration is its core strength, and Phloz doesn't replicate it.
• Email-campaign-driven outbound sales is core to new business; NetHunt's bulk email + sequences are built for that.
• You're primarily doing sales, not multi-client delivery, so a Gmail-side pipeline is genuinely enough.
• LinkedIn-to-CRM prospecting via NetHunt's integration is a real part of how you build pipeline.

Migration: what to plan for

NetHunt exports records and folders to CSV. Map company records to clients, contact records to client_contacts, and won-deal records to active clients; import via Phloz workspace import. NetHunt's Gmail-native email campaigns and sequences stay in NetHunt — Phloz threads client email but isn't a bulk-email sales tool. Plan about a day for the structural mapping.

The structural rethink — mapping NetHunt CRM's shape to Phloz's opinionated agency model — takes longer than the data move. Read the marketing agency CRM buyer's guide for the six capabilities that should drive the decision, and the pricing page to run the per-active-client math at your client count.

NetHunt CRM migration FAQ

The three questions agency owners ask before signing the switch decision. Honest answers — same data we'd give a friend evaluating the move.

Can I keep NetHunt in Gmail for sales and use Phloz for delivery?

Yes — keep NetHunt for the Gmail-native sales pipeline and move delivery into Phloz. At deal-won, the company record becomes a Phloz client (CSV import or a Zap). You keep the in-inbox sales workflow and get agency-shaped delivery + the tracking map where Gmail can't go.

Will I lose my Gmail-threaded client conversations?

Phloz has its own per-client inbound email (a unique address per client via Resend inbound) so future client threads land next to the work. Historical Gmail threads stay in Gmail — they aren't imported, but you don't lose them. Most agencies reference pre-migration email rarely once the new threads start.

Does Phloz live inside Gmail like NetHunt?

No. Phloz is a standalone app, not a Gmail sidebar. The trade is deliberate: a Gmail extension is great for sales logging but can't hold agency delivery — a typed tracking map, multi-department task boards, client portals. Phloz is built for that surface, not the inbox.

What you keep when you migrate

The honest list of what survives the move from NetHunt CRM. Your client list and contact records (CSV import). Your active tasks and their assignees, statuses, due dates (CSV import). Your custom fields, on clients and tasks (mapped to Phloz custom fields during import). Your inbound email addresses if you set up forwarding (re-pointed at the per-client Phloz inbound addresses).

What doesn't survive: historical activity logs older than what you'd realistically reference (most agencies discover they don't open activity from before the last quarter). Bespoke automation rules built on NetHunt CRM's specific automation engine — these need to be re-expressed in Phloz's patterns (recurring tasks, status hooks, inbound thread routing) or offloaded to Inngest / Zapier. Time entries stay in your time-tracking tool of record (Phloz integrates rather than re-imports).

The trade is a lighter, more opinionated tool that runs your agency's shape natively — at the cost of some per-tool customisation that, in retrospect, was usually a workaround for a missing primitive. See agency project management software for the broader buyer's guide on what to evaluate alongside this switch decision.

Want the head-to-head, not the switch story?

The Phloz vs NetHunt CRM comparison covers what each tool does, what each doesn't, and when NetHunt CRMis the right choice — for the cases where you're evaluating rather than already unhappy.

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