01
Audit
We assess your current CRM records, field structure, pipelines, automations, and integrations, so we know exactly what must be preserved and what should be cleaned up first.
CRM Migration
We handle CRM migration for growing teams that need to move customer data, pipelines, automations, and integrations to a better platform without disrupting sales and operations.
12+ years · 200+ projects · Avg client relationship: 2+ years
Working with us
Move your CRM without breaking what works
A good CRM migration gives you a cleaner system, more reliable reporting, and a sales team that can keep working while the move happens. You get a migration plan grounded in your actual workflows, not a blind export and import.
We help publishers, service businesses, ecommerce brands, and growing teams migrate CRM data when the current setup is hard to manage or no longer fits the business. That includes data mapping, workflow migration, and integration rebuilding.
What we cover
Clean CRM data starts with a disciplined migration
01
Migration Audit
We review records, object structure, pipelines, automations, custom fields, and connected tools before anything moves. You get a clear picture of what should be migrated, merged, archived, or rebuilt.
02
Data Mapping
We map contacts, companies, deals, activities, notes, and custom properties from the old CRM to the new one. This prevents broken relationships, duplicate records, and fields that import with the wrong format.
03
Data Cleanup
We normalize values, remove duplicates, and fix inconsistent naming before import. Your new CRM starts with data your team can actually trust for segmentation, reporting, and outreach.
04
Pipeline Recreation
We rebuild deal stages, lifecycle definitions, lead routing, and ownership rules in the target CRM. The result is a system that reflects how your team sells now, not the mess accumulated over years.
05
Automation Migration
We migrate workflows like lead assignment, follow-up triggers, internal alerts, and status changes into tools like HubSpot or Salesforce. You keep the operational logic that matters while removing outdated automations that create noise.
06
Integration Rebuild
We reconnect forms, email platforms, billing tools, support systems, and internal apps that depend on CRM data. This protects the flow of data across your stack after the cutover.
07
Validation and QA
We test sample imports, field logic, record relationships, workflow triggers, and reporting outputs before launch. That catches silent failures early, which is where most crm data migration problems hide.
08
Cutover Support
We coordinate final imports, freeze windows, rollback planning, and post-launch checks so your team knows exactly what happens and when. The goal is a controlled switch, not a stressful weekend of guesses.
Our process
Keep your sales operations intact with a proven migration process
02
Plan
We create a migration plan covering field mapping, data transformation rules, workflow rebuilds, user permissions, and rollback steps, so the move has clear logic and fewer surprises.
03
Migrate
We move records, recreate pipelines, rebuild automations, and reconnect integrations in a controlled sequence, so your new CRM is accurate before your team relies on it.
04
QA
We verify record counts, spot-check relationships, test automations, and compare reports against the source system, so data issues are caught before they affect sales activity.
05
Launch
We manage the final cutover, monitor syncs, and validate live workflows and integrations, so your team can start using the new CRM with confidence.
FAQS
Commonly asked questions
What is included in CRM migration services?
CRM migration services usually include auditing your current system, mapping data, cleaning records, rebuilding pipelines, and reconnecting integrations. The right scope depends on how much business logic lives inside your CRM.
How long does a CRM migration take?
Simple migrations can take a few weeks, while complex ones take longer if they involve custom objects, workflow rebuilds, or multiple integrations. The timeline depends more on data quality and system complexity than on record count alone.
Do you clean up duplicate or messy records before migration?
Yes. Migration is the best time to remove duplicates, standardize values, and archive data you no longer need. If you skip cleanup, you usually carry the same reporting and workflow problems into the new CRM.
How do you make sure reports still work after the move?
We compare source data to imported data, validate calculated fields, and test the reports your team actually uses. Reporting breaks when field definitions and lifecycle rules are moved blindly, so those get checked early.
Can you migrate from HubSpot to Salesforce or Salesforce to HubSpot?
Yes. A HubSpot CRM migration or Salesforce migration usually involves moving records, custom properties, deal stages, activities, and automation logic into a different structure. The important part is mapping how your team actually works, not only exporting fields.
Will we lose data during crm data migration?
You should not accept that as normal. Good crm data migration work includes field mapping, sample imports, validation checks, and rollback planning to reduce risk before the final cutover.
Can you migrate automations and integrations too?
Yes, but they usually need to be rebuilt rather than copied directly. Different platforms handle triggers, permissions, and object relationships differently, so migration often means redesigning the logic to fit the new CRM.
Do we need to stop using our CRM during migration?
Usually not for the full project. Most teams continue working in the source CRM until a final cutover window, when we run the last import and confirm the new system is ready.
Get started
Get a clear CRM migration plan before you switch platforms
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