CRM Migration Services that keep the customer history connected
We move customer records, relationships, and the workflows around them into your next CRM, so the new system reflects how your team actually sells, follows up, and manages accounts.
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Trusted by 100+ founders, publishers, and digital teams
CRM migration: carrying customer context into a new system.
CRM migration transfers customer and sales information between customer relationship management systems. Contacts are only one part of the move. Companies, deals, activities, owners, custom fields, and their relationships need to make sense in the destination, alongside the workflows and integrations your team uses to keep records current.
Replacing an outgrown CRM
A team may need a new CRM when its sales process no longer fits the current system. Migration translates existing records and stages into a structure that supports the next way of working.
Combining customer databases
Different teams or business units may maintain overlapping customer records. Consolidation needs rules for identity, duplicates, ownership, and conflicting information before those records become one working database.
Moving beyond spreadsheets
A spreadsheet-based process can become difficult to maintain as more people handle customer relationships. Migration helps organize the records, responsibilities, and follow-up work in a shared CRM.
Redesigning sales pipelines
New stages, qualification criteria, or account structures affect how existing deals should be represented. Historical information needs to remain understandable even when the operating process changes.
Cleaning inconsistent customer data
Years of duplicate records, unused fields, and inconsistent values can undermine reporting. A migration offers an opportunity to agree on cleanup rules and apply them before the new system goes live.
Reconnecting sales and marketing tools
A CRM often exchanges data with forms, email platforms, billing tools, or internal software. Those connections need to be reviewed when the system owning the customer record changes.
Real projects. Real results.
We moved Keck School of Medicine of USC’s newsroom into a new WordPress setup, converted legacy articles to Gutenberg, and mapped old article URLs to their new locations. Testing covered each stage of the move before production.
Stacked Marketer’s onboarding data and email preference center connect with Campaign Monitor. Content notifications and subscription controls help keep the membership platform and email program working together.
What our CRM migration services cover.
- 01
CRM and Workflow Assessment
We review the existing data, pipelines, roles, automations, and integrations. The assessment identifies what users depend on and what should change in the destination.
- 02
Record and Relationship Mapping
We map contacts, companies, deals, activities, custom fields, and ownership. Relationships and identifiers are planned so records remain connected after the move.
- 03
Data Cleanup and Transformation
We prepare agreed rules for duplicate handling, field formats, required values, and conflicting records. Exceptions are reviewed with your team rather than resolved through arbitrary assumptions.
- 04
Pipeline and Automation Setup
We configure the agreed stages, assignments, and automated actions in the new CRM. Workflows are tested against representative records before they are allowed to affect live customer activity.
- 05
Integration Updates
We reconnect relevant forms, email tools, and business systems to the new CRM. Data ownership and synchronization rules help prevent duplicate creation or competing updates.
- 06
Test Migration and Cutover
Trial imports and user checks validate records, relationships, and workflows. We then plan the final transfer, any pause in updates, and the support needed as users adopt the new system.
Let’s talk Let’s talk
"Their project manager was among the best I've worked with. They migrated 1,000+ articles, handled testing through production, and let our team focus elsewhere without micromanaging."
"For a stretch, Refact was effectively our whole engineering team, and it never once felt that way. They moved with us as we grew five times over, shipped what we needed when we needed it, and treated the product as if it were their own."
"Our project addressed website and workflow problems, including email segmentation and automated profile data. The team worked through priorities methodically and kept us informed."
How we work.
Everything stays connected under one team from the earliest conversations. The people who help define the project are the same people who design, build and support it, ensuring important decisions are not lost between separate partners and the work stays consistent throughout.
Discovery
We understand your current state, define the future state, and shape the right solution, resulting in a clear project blueprint that guides the work ahead.
Design
We translate the agreed direction into user journeys, screens, and interactive flows your team can review before development begins.
Build
Senior engineers turn the approved direction into a fast, reliable and maintainable digital product, thoroughly tested across the devices and environments your users rely on.
Partnership
After launch, we can continue to maintain, improve, and extend the product as your organisation, users, and priorities evolve.
Your questions,
answered.
What clients usually want to know before starting a CRM Migration project.
Still have a question? Ask usStart the new CRM with the context your team needs.
Tell us how customer information is managed today and what sales, marketing, and operations need from the next system.