Infrastructure

CRM Migration

We move the CRM from one platform to another without treating the project as a simple contact export/import. We inventory data -> structure -> pipelines -> relationships -> history -> users -> automations -> integrations and determine what can transfer directly, what needs transformation and what needs to be rebuilt. The key question is what must continue working after the old CRM is no longer used.

HubSpot

Pipedrive

CRM changeCRM data transfer

EUR 50 / hour

Request a CRM migration estimate.

Complementary products

CRM Implementation CRM Optimization CRM Integration Lead Management Process Automation API & Systems Integration Data Synchronization & Processing

CRM Migration moves the system from source to target.

CRM Implementation builds configuration, CRM Optimization reorganizes an existing platform, CRM Integration builds external connections.

Transformations/reconnections strictly required by transition may be included, but full optimization/integration is separate.

01PRODUCT READER

First screen

02PRODUCT READER

When do you need CRM Migration?

Migration may be relevant when the current CRM no longer supports the process, cost or required capabilities; the system is too complex or too limited; integrations are difficult to maintain; teams are being standardized; the CRM is being retired; systems are being consolidated after acquisition/reorganization; data must move to a selected target; or a new process requires a different CRM architecture. A disorganized CRM alone may need Optimization rather than Migration.

03PRODUCT READER

What is CRM Migration?

CRM Migration is a controlled source CRM -> target CRM transition that preserves, transforms or rebuilds the data, relationships, structure, pipelines, fields, statuses, ownership, activities, history, relevant automations, configurations and dependencies the business still needs. The objective is not to move everything.

04PRODUCT READER

What you receive

Depending on scope: source/target analysis; inventory of objects, fields, pipelines, stages, users, automations and integrations; volume analysis; scope definition; object/field/stage/status/owner/user/value mapping; incompatibility and exclusion analysis; target preparation; transformations/normalization/deduplication; export/import; pilot/final migration; relationship/history validation; QA/reconciliation; cutover; final synchronization; documentation and handover.

05PRODUCT READER

How we work

Define migration reason -> analyse source -> analyse target -> define scope -> target model -> mapping -> prepare target -> prepare data -> pilot -> validate -> plan cutover -> protect source -> final synchronization -> final migration -> reconcile -> reconnect approved elements -> test -> document -> handover -> close source only when safe.

06PRODUCT READER

What we do not do and what we do not promise

We do not perform analysis-free CSV migration, automatically move all data or fields, recreate every workaround, close the old CRM immediately, invent missing data, redesign the commercial process without approval, include full Optimization/complex Integration/permanent synchronization automatically, migrate without QA or use personal-password access. We do not promise 100% transfer of every history type, preservation of every internal ID or automation, identical platform behaviour, universal zero downtime or instant rollback, zero duplicates, recovery of already-missing data, import of data the target cannot represent or identical old/new reporting.

07PRODUCT READER

Frequently asked questions

We can migrate contacts, companies, leads, opportunities, pipelines, custom fields, supported history types, notes, attachments, users, ownership and automations where technically possible and in scope; reconnect forms; clean/deduplicate; retain the old CRM as an archive; and plan downtime, backup and rollback. Deep cleanup is CRM Optimization. New complex API connections belong to CRM Integration/API products. We do not require personal passwords and the target remains business-owned.

08PRODUCT READER

Migration vs simple import

CSV -> contacts is a simple import. CRM migration may require contact -> company -> opportunity -> pipeline -> owner -> activities -> history with relationships, mapping and validation across all of them.

09PRODUCT READER

Source and target CRM analysis

For the source we may review contacts, companies, leads, opportunities, custom objects, pipelines, stages, fields, activities, tasks, notes, attachments, users, ownership, tags, lists, sources, loss reasons, automations, integrations and reports. For the target we review object model, relationships, field types, custom fields, pipelines, activities, import/API/history capabilities, permissions and limits. The target does not need to copy the source mechanically.

10PRODUCT READER

Choosing the target CRM

If the target CRM is not selected, we first define process, requirements, users, data, integrations, automations, reporting, cost and extensibility. Export should not be the first step.

11PRODUCT READER

What we preserve and what we leave behind

We may preserve active contacts/customers, companies, open and relevant historical opportunities, activities, notes, commercial data, sources, ownership and loss reasons. We may exclude obsolete fields/values/pipelines, invalid or test records, useless tags/configuration, approved duplicates, temporary data or information that should no longer be retained. We do not move something merely because it can be exported.

12PRODUCT READER

Migration vs cleanup and optimization

Some cleanup is normally required to prepare data for transfer, but deep CRM reorganization is different. Where the source requires substantial restructuring, CRM Optimization may become relevant. Migration does not automatically include a full optimization project.

13PRODUCT READER

Data model, object mapping and relationships

We map the source model to the target model by meaning, not only names, for example Person -> Contact, Organization -> Company and Deal -> Opportunity. Where relevant we preserve relationships between contacts, companies, opportunities, activities and owners.

14PRODUCT READER

Fields, types and values

For each relevant field we define source, target, type, format, values, required status, transformation, fallback and whether it migrates. We validate text, number, date/datetime, dropdown, multi-select, checkbox, user, currency, relation, URL and other types. Controlled values use explicit source value -> target value mapping.

15PRODUCT READER

Custom fields and transformations

Custom fields may be recreated, consolidated, renamed, transformed or removed. We do not recreate hundreds of fields simply for visual fidelity with the old CRM. Substantial structural changes require explicit approval.

16PRODUCT READER

Contacts, companies, leads and opportunities

We validate contact counts and identifiers, owner/source/relationships/duplicates/incomplete data; company names/domains/IDs/associations; how Lead is represented if the target model differs; and opportunity name, value, currency, owner, stage, expected close, source, status, loss reason and relationships.

17PRODUCT READER

Pipelines, stages and Won / Lost

We map source pipeline -> target pipeline and source stage -> target stage by meaning. Stages may remain, consolidate or be renamed with approval. Where available we preserve Won/Lost outcomes, values, dates and loss reasons rather than flattening history into a generic Closed state.

18PRODUCT READER

Users, ownership and permissions

We map users and owners and decide who remains active, who must be created, who becomes administrator, which roles exist, what happens to former users and how records without a direct user match are assigned. Permission models are rebuilt because CRM platforms may handle them differently.

19PRODUCT READER

Activities, notes, emails and attachments

Calls, meetings, tasks, follow-ups, notes, email history and attachments may be migrated where the platforms and scope allow. Actual portability depends on source export, target import, APIs, permissions, relationships and platform limits. We do not promise blanket transfer of every history type.

20PRODUCT READER

History and archived data

We define how much history has operational or reference value. The scope may include all available history, recent years, active customers, opportunities or another approved subset. Some information may remain in a separate archive if importing it would unnecessarily complicate the new operational CRM.

21PRODUCT READER

Duplicates and normalization

Within scope we may detect and merge duplicates and normalize phone numbers, countries, currencies, dates, categories, sources, statuses, encoding and special characters. Similar records are not automatically the same entity, and merge can affect history, ownership and relationships.

22PRODUCT READER

Data is more than rows

A CSV may lose relationships, activities, ownership, history, attachments and secondary objects. Migration complexity therefore cannot be evaluated only by row count.

23PRODUCT READER

Automations

We inventory assignment, task, status, notification, email, follow-up, lead-routing, approval and other automations. They do not transfer automatically between platforms, and the target may solve the same need differently. We do not copy legacy workarounds blindly.

24PRODUCT READER

CRM Migration vs Process Automation

Migration may rebuild only the automations strictly required for CRM continuity. A broader workflow redesign across CRM, website, email, ERP, invoicing or other systems belongs to Process Automation.

25PRODUCT READER

Integrations and dependencies

We inventory website/forms, ecommerce, ERP, invoicing, calendar, email, telephony, advertising, analytics, middleware and other connections. Changing CRM can break them. A field that looks simple may feed an API, automation, report or external system, so dependencies are identified before cutover.

26PRODUCT READER

CRM Migration vs CRM Integration

CRM Migration moves the CRM to the target system. CRM Integration builds or rebuilds external connections. Simple reconnection required for cutover may be in migration scope; complex integrations are scoped separately.

27PRODUCT READER

Website forms, email, calendar and telephony

Where forms feed the old CRM we define when the destination changes, which fields are sent, mapping and how new leads are validated. Email, calendar and telephony may require user, authentication, permission, synchronization and provider reconfiguration. Authentication is not assumed transferable.

28PRODUCT READER

Tracking, attribution and lead source

Where the CRM receives source, medium, campaign, UTM, GCLID or other identifiers, we map how these will exist in the target system and preserve useful commercial-source history. Lead-source taxonomy may require explicit mapping.

29PRODUCT READER

Reporting

Reports from the old CRM may need to be rebuilt, simplified, replaced or retired. Migration ensures that required data exists in the target. Complex cross-system reporting remains a separate product.

30PRODUCT READER

Scope and data mapping

We explicitly define IN SCOPE and OUT OF SCOPE for objects, fields, history, attachments, activities, users and configuration. For relevant migrations, a mapping document records source -> target -> rule and becomes a foundation for QA.

31PRODUCT READER

Pilot migration

For complex projects we may use a subset to validate mapping, types, relationships, values, duplicates and target behaviour. Where available, sandbox or test environments may be used. Mapping is corrected before full migration.

32PRODUCT READER

Cutover and final synchronization

Because the old CRM may continue receiving leads, updates, opportunities and activities while the new one is prepared, we plan cutover date/time, users, forms, integrations, automations, final export/import, validation and team communication. Final export, delta migration, temporary synchronization, controlled freeze or another suitable method may be used to prevent lost changes.

33PRODUCT READER

Backup, protection and rollback

Before cutover we use reasonable protection where supported: complete/object exports, backups, configuration documentation, automation inventory and retained old access. Rollback may mean keeping the source active temporarily, delaying licence cancellation, preserving exports or temporarily returning to the source. We do not promise instant rollback in every system.

34PRODUCT READER

We do not close the old CRM immediately

A controlled validation period after migration may be appropriate depending on risk, volume, cost, process and platform. The old CRM is permanently closed only when the target has been sufficiently validated.

35PRODUCT READER

QA and reconciliation

Quantitative QA compares source, selected, imported, excluded, errored and merged records. Qualitative QA checks real contacts, companies, leads, opportunities, owners, stages, values, sources, relationships, activities and notes. An import showing Success is not enough; discrepancies must be explainable.

36PRODUCT READER

Errors, volumes and technical limits

Migration may be affected by incompatible types, required fields, invalid values, duplicates, missing relationships, API/rate limits, batch/file sizes, processing speed, encoding, timezone, date formats and currency formats. Rejected records are investigated and assigned a treatment rather than ignored.

37PRODUCT READER

IDs and reconciliation

Old CRM IDs may be preserved where useful for mapping, debugging, reconciliation and validation, but are not automatically reused as the primary identifier in the target CRM.

38PRODUCT READER

We do not copy legacy limitations or redesign everything without approval

The target CRM may support a better structure, but we separate transformation required by migration from optional optimization. We do not blindly copy legacy workarounds, and we do not redesign pipeline, statuses, naming, data model or commercial process without approval.

39PRODUCT READER

CRM Migration vs other CRM products

CRM Implementation configures the target, while Migration must also protect and transfer existing data, history and relationships through cutover. CRM Optimization improves the current platform. CRM Integration connects systems. Data Synchronization & Processing manages recurring flows. Long-term synchronization between old and new CRM goes beyond simple migration.

40PRODUCT READER

Security, access and ownership

CRM data may contain commercial and personal information. We limit unnecessary access, uncontrolled exports, redundant copies and temporary files, and use users, roles, permissions or dedicated API credentials rather than personal passwords. The target CRM and data remain under business control.

41PRODUCT READER

Documentation and handover

We may document source/target CRM, scope, migrated/excluded objects, field/stage/user mapping, transformations, cleanup rules, dependencies, cutover, validation, limitations and known issues. Handover clarifies which system is active, what moved or did not, which differences and integrations remain, limitations and when the old CRM can be closed.

42PRODUCT READER

Price, individual product, timeframe and what we need

EUR 50 / hour. Cost depends on source/target CRM, contacts, companies, leads, opportunities, custom objects, fields, pipelines, activities, history, users, automations, integrations, volume, cleanup, transformations, APIs, pilot, cutover, QA, reconciliation and documentation. It may be standalone or part of a broader System. We need source/target, reason, access, approximate volumes, pipelines, users, automations/integrations/reports, data to preserve or leave behind, cutover timing and documentation.

43SEARCH TERRITORY

Support intents

CRM change

CRM data transfer

CRM Migration

Your privacy matters