CRM
CRM Migration Support
Move from spreadsheets or an old CRM to a new one without losing data, history or momentum.
Overview
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.
Industries
CRMs set up for how your industry sells
Pick your industry in the form below to see what we typically build 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 you get
Deliverables
- Data audit, de-duplication and clean-up
- Field and object mapping between systems
- Migration of contacts, deals, activities, notes and files
- Rebuild of workflows, templates and integrations
- Test migrations with sign-off reports
- Cut-over plan, user training and hypercare
Process
How we deliver
- Plan
Inventory data, integrations and the cut-over window.
- Map & clean
Agree mappings and fix data quality.
- Test
Trial migrations and reconciliation checks.
- Cut over
Go live, train users and support the first weeks.
Outcomes
What changes for you
Complete, clean data in the new CRM
Minimal disruption to sales
Automations working from day one
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.
Free consultation
Talk to us about CRM Migration Support
Share a few details and our team will get back to you within one business day.
- Reply within one business day
- No-obligation proposal
- Your details stay confidential