CRM & Revenue Systems
CRM Migration Support
Move your commercial memory to a modern platform with nothing lost in transit.
Overview
Move from spreadsheets or an old CRM to a new one without losing data, history or momentum.
Migration is where data and trust get lost. We plan the move, clean and map every record, carry history and attachments across, rebuild your automations, and run old and new systems side by side until your team is confident.
Signals you may recognise
- 01Years of customer history locked in an old system.
- 02Duplicate, messy data that nobody wants to carry over.
- 03Fear of downtime during a busy sales period.
Industries
Configured for how your industry sells
Select your industry in the enquiry form to see what we typically set up for it.
- Real Estate & Property
- Travel & Tourism
- Hospitals & Healthcare
- Clinics, Dental & Diagnostics
- Colleges & Universities
- Schools & K-12
- Education & Study-Abroad Consultancy
- Coaching & EdTech
- Retail & E-commerce
- Automotive Dealerships
- Banking & Financial Services
- Insurance
- Hotels & Hospitality
- Restaurants & Food Service
- Manufacturing & Industrial
- Logistics & Supply Chain
- Construction & Interiors
- IT, SaaS & Software
- Legal, Accounting & Consulting
- Fitness, Salon & Wellness
- Events & Weddings
- NGOs & Non-profits
- Pharma & Life Sciences
- Telecom & Utilities
- Agriculture & Agri-tech
- Government & Public Sector
What we deliver
Scope of work
- 01
Data audit, de-duplication and clean-up
- 02
Field and object mapping between systems
- 03
Migration of contacts, deals, activities, notes and files
- 04
Rebuild of workflows, templates and integrations
- 05
Test migrations with sign-off reports
- 06
Cut-over plan, user training and hypercare
Approach
How the engagement unfolds
- Phase 01
Plan
Inventory data, integrations and the cut-over window.
- Phase 02
Map & clean
Agree mappings and fix data quality.
- Phase 03
Test
Trial migrations and reconciliation checks.
- Phase 04
Cut over
Go live, train users and support the first weeks.
Impact
What changes for your organisation
- Complete, clean data in the new CRM
- Minimal disruption to sales
- Automations working from day one
Questions
Frequently asked questions
Which CRMs do you work with?
We work with the major platforms (Salesforce, HubSpot, Zoho, Microsoft Dynamics, Freshsales, Odoo and LeadSquared among them) and we also build custom CRMs when an off-the-shelf product would force you to change how you work.
How long does a migration take?
Simple moves take two to four weeks; complex multi-system migrations take longer. We give you a dated plan after the audit.
Start a conversation
Discuss CRM Migration Support with our team
Share a few details about your objective. A senior member of our team will respond within 24 working hours.
- 01Submit your enquiry. You will receive an instant confirmation by email.
- 02A specialist reviews your objective and contacts you within 24 working hours.
- 03We meet, frame the opportunity and propose a clear way forward.
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