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Custom software vs off-the-shelf tools: when each one makes sense, how the real costs compare, and a five-question test to help you decide.
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CRM & integrations
CRM migration services that move your data without the mess
Moving to a new CRM is the best chance to clean up years of data. We plan the move, map and clean your records, transfer the history, and switch over without stopping your sales team.
You may need this if
- You are moving to HubSpot, Salesforce or another CRM
- Your old CRM is full of duplicates and outdated records
- You worry about losing notes, emails or deal history
- Your team still keeps data in spreadsheets on the side
What's included
What our CRM Migration service covers
Migration plan
What moves, what is archived and the switch-over date.
Data clean-up
Duplicates merged, formats fixed and old records removed or archived.
Field mapping
Old fields and stages matched to the new CRM.
History transfer
Notes, activities, emails and attachments moved where the platforms allow.
Test import
A sample import checked with your team before the full move.
Switch-over support
Help in the first weeks so your team settles in.
How it works
Four clear steps.
The exact scope and timeline are agreed in writing before any work starts.
Audit
We review your old data and new CRM setup.
Map and clean
Fields mapped and data cleaned.
Test
A test import reviewed with you.
Migrate
Full move, checks and team support.
Which CRMs can you migrate between?
Common moves include Pipedrive, Zoho, Salesforce, HubSpot, Monday and spreadsheets. If the old system can export data, we can usually move it.
Will we lose email history?
Most email and activity history can be moved, but some platforms limit what can be exported. We tell you what will and won't move before we start.
Will sales work stop during the move?
No. We plan a short cut-over and move recent changes at the end, so your team keeps working.
Can you set up the new CRM too?
Yes. Most migrations include pipelines, fields and automations in the new CRM.
CRM & integrations
Related services
- HubSpot CRM SetupHubSpot CRM setup and onboarding: pipelines, properties, forms, email, data import and automations configured for how your team sells, plus training.Explore
- Salesforce IntegrationSalesforce integration services that connect your website, store, marketing and finance tools to Salesforce, with clean data mapping and error alerts.Explore
Further reading
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