Switching from Flyra
Keep the CRM. Upgrade the operator.
We rebuild the field operation you already have, then add the AI manager Flyra does not natively give you: daily command, quote rescue, territory intelligence, and recurring revenue workflows.
Switcher offer
Send us your Flyra export or add us as a temporary admin. We recreate your current operation in Vekto, walk you through the side-by-side, and only then turn on the AI workflows that make the switch worth it.
Parity first
Your team should not lose a single workflow.
The first job is boring on purpose: make Vekto feel familiar enough that switching is not risky. The second job is where we win.
Switch kit
Every Flyra export gets a destination and a check.
The fastest way to win a switcher is to show that the migration is already thought through. We count the objects, map the fields, flag cleanup, and rebuild the current workflow before changing how the team works.
Customers
name, phone, email, address, notes, tags, owner
accounts, contacts, addresses, account_notes
Deduplicate by phone, email, and normalized street address before first import.
Leads
stage, source, assigned_rep, last_contacted_at, next_step
deals, canvass_pins, tasks
Map Flyra lead stages into field-specific Vekto stages and preserve the next action.
Jobs
status, scheduled_at, service, technician, job_notes
field appointments, schedules, service history
Separate active jobs from completed history so dispatch stays clean on day one.
Estimates and quotes
line_items, discounts, status, sent_at, accepted_at, pdf
quote_documents, quote line items, follow-up tasks
Recreate open quotes first, then archive historical quotes with original PDFs attached.
Invoices and payments
invoice_number, amount, balance, payment_status, refunds
field invoices, payment links, Stripe customer records
Do not re-charge historical invoices; import balances and payment status for continuity.
Subscriptions
plan, amount, cadence, next_due_at, status, payment_method
field_service_plans, recurring work queue
Flag paused, canceled, and missing-payment-method plans before go-live.
Employees and roles
name, email, role, territory, commission_plan
workspace members, field role presets, leaderboard
Invite managers first, then reps, then technicians so permission review happens in order.
SMS threads
customer_phone, messages, direction, sent_at, template
customer threads, SMS templates, follow-up logs
Import thread history as context; verify active phone-number routing before sending.
Then surpass
Vekto should tell the crew what to do next.
Daily Field Command
Vekto tells the manager what to do today: which quotes to save, which streets to hit, which rep needs coaching, and which recurring customers are due.
AI Quote Rescue
Find stale quotes before they die, draft the follow-up, schedule the callback, and keep the CRM updated.
Territory Intelligence
Score streets and territories by conversion, coverage, recurring potential, and rep performance.
Native AI Operator
Claude can connect to a CRM. Vekto is building the operator inside the workflow, where reps and managers already work.
Sales control
Ask questions that expose switch urgency.
Proof points
Make the switch feel controlled.
Migration path
A controlled switch, not a leap of faith.
- 11. Export and freeze: Flyra exports are captured, source objects are counted, and the team agrees what must be live first.
- 22. Map and clean: Duplicates, missing numbers, stale jobs, orphaned subscriptions, and unmapped roles are flagged.
- 33. Side-by-side rebuild: The current operation is recreated in Vekto before AI workflows are introduced.
- 44. AI command launch: Daily Field Command, quote rescue, territory scoring, and rep coaching become the new reason to switch.