Migration plan
What moves, what is archived and what is rebuilt, agreed before anything is touched.
CRM migration
CRM migration services: switch platforms without losing a thing.
A CRM migration moves your contacts, companies, deals, history and automations from one platform to another, for example Salesforce to HubSpot. Done properly, it’s also a spring clean: duplicates merged, fields trimmed and workflows rebuilt, so the new CRM starts in better shape than the old one finished.
- Migration plan. What moves, what is archived and what is rebuilt, agreed before anything is touched.
- Data mapping and clean-up. Fields mapped, duplicates merged and records normalised on the way across.
- History preserved. Activities, deals and associations moved with their timelines intact.
- Automations rebuilt. Workflows, scoring and routing rebuilt in the new platform, not copied blindly.
Watch it work.
This is the automation running on its own. Every step happens without anyone touching it, and you get a record of what happened.
- 01Export from the old CRM✓ Done
- 02Clean and deduplicate✓ Done
- 03Map fields and owners✓ Done
- 04Test import checked✓ Done
- 05Live in the new CRM✓ Done
Run complete
Sound familiar?
- You pay for a CRM your team avoids opening
- You’re switching platforms and dreading the data move
- A field called “Lead Source (NEW) 2”
- Automations nobody understands, but everyone’s scared to switch off
What I set up for you.
Data mapping and clean-up
Fields mapped, duplicates merged and records normalised on the way across.
History preserved
Activities, deals and associations moved with their timelines intact.
Automations rebuilt
Workflows, scoring and routing rebuilt in the new platform, not copied blindly.
Testing and cut-over
A test migration and a planned cut-over with no lost leads.
Training and runbook
Your team trained and a written guide to run the new CRM.
How we’ll do it.
- 1
Look under the hood
I go through your setup, data and workflows, then write down what’s leaking and the quick wins, in plain English.
- 2
Build it with you
We agree the fixes together. I build, test and document everything inside your own accounts.
- 3
Hand you the keys
A short training session and a written runbook, so your team can run it without needing me.
Tools I know inside out.
- HubSpot
- Salesforce
- Microsoft Dynamics 365
- Marketo Engage
- Zoho CRM
- n8n
Questions people ask.
How long does a CRM migration take?
A small, clean CRM can move in a few weeks. Larger systems with years of history and complex automations take longer, mostly in planning, clean-up and testing rather than the move itself.
Will we lose data in a CRM migration?
Not with a proper plan. Data is mapped, test-migrated and checked before cut-over, and anything not moved is archived so it can still be found.
Should we clean our data before migrating?
Yes. Migration is the best time to merge duplicates and drop unused fields, so you only pay to move and maintain data you actually use.
Which CRM should we move to?
It depends on your team, budget and stack. HubSpot suits most small and mid-size teams, Salesforce and Dynamics 365 suit complex or Microsoft-based organisations. I can help you choose before we migrate.
Let’s have a look together.
A 20-minute call where we open up your setup. If I can’t find at least one real fix, I’ll tell you, and you’ve lost nothing but 20 minutes.
Book a call