Contextua doesn't replace Salesforce, HubSpot, or Zoho — your pipeline and deal tracking stay exactly where they are. It replaces how you find deals: the purchased lists, the manual research, the bid-board refresh. Setup is two steps — export CSVs from your CRM, import them here — and Contextua starts watching your market.
Your CRM stays the system of record. A copy of your contacts and accounts seeds Contextua — here's how each export maps into its model.
Direct import. Name, title, email, phone, and company association all come across. Contextua links each contact to the right organization in your graph automatically — your CRM's copy is untouched.
Direct importYour account list becomes the seed for Contextua's entity graph. Each imported organization gets enriched with relationships, parent entities, and associated contacts — context a flat list of rows never held.
Enriched on importThis is the part Contextua replaces. A CRM records what your team already found; it doesn't find anything. Source Engine watches your market for published evidence — bond votes, permits, budget approvals, leadership changes — and surfaces it beside your records. If the first you hear of a deal is the RFP, you're already late.
Added, not importedYour CRM keeps running throughout. These five steps seed Contextua with a copy of your data — the intelligence layer builds around it automatically.
Every CRM exports CSVs — it's the one thing they all agree on. In Salesforce, HubSpot, Zoho, Pipedrive, or whatever you run, find the export and download two files: one for contacts, one for accounts. Include all fields — name, title, email, phone, company, and any custom attributes you rely on.
If your list lives in a spreadsheet, it's already a CSV. Skip straight to step 2.Create your account at app.contextua.ca. The free tier is enough to run a full migration and evaluate the platform before committing. No credit card required to start.
Inside the app, go to Contacts → Import. Upload your contacts CSV and map the columns to Contextua's fields — the importer walks you through it. Repeat with your companies file. Contextua links contacts to their organizations as it processes the import.
Duplicate detection is built in. If you've already added contacts manually, the importer merges rather than duplicates.Once your companies are in, Contextua enriches each one — finding parent organizations, subsidiaries, and related entities. What arrives as a flat list of company names becomes a connected graph you can navigate. You'll see relationships that were invisible in a CRM's row-by-row view.
Once your organizations are in the graph, Contextua's Source Engine starts watching them. Bond votes. Construction permits. Leadership announcements. Budget approvals. These signals surface as potential opportunities — each backed by a published source you can open. The engine runs daily and sharpens as it learns your market. When a deal is worth pursuing, the dossier exports back into your CRM, or as a PDF for anywhere else.
The first signals typically appear within 24–48 hours of completing your import.Contextua isn't a CRM, and it isn't trying to be one. Deal tracking stays in Zoho, HubSpot, or Salesforce. What changes is where your deals come from — and that part is built on a different set of assumptions.
A CRM gives you rows. Contextua gives you a graph. Parents, subsidiaries, partners, and stakeholders are all linked. When you find a deal, you see the full picture of who's involved — not just a company name on a spreadsheet.
Most pipelines run on hearsay — a tip from a contact, a hunch that budget season is near. A Source Engine signal is a municipality passing a $40M infrastructure bond, on the record. One is a guess. The other is a fact you can walk into a meeting with.
Contextua's dossiers link every finding back to the document, article, or record it came from. You'll know exactly where the intelligence originated. If you need to defend a claim in a client meeting, the citation is already there.
A CRM only knows the organizations someone already typed in. Contextua scans the market continuously and surfaces new organizations the moment a relevant signal appears — a school district that just passed a bond, a municipality that broke ground on a new facility. You get there first.
Contextua doesn't score anonymous web behaviour and doesn't publish confidence ratings you can't trace. Every signal you see is tied to a document you can open, and when there's nothing worth chasing in your market, Contextua says so. The tradeoff is deliberate: fewer signals, all of them defensible.
Questions about the import? Reach us at info@contextua.ca
