CRM Migration
Seamless data migration with zero data loss. We migrate from Salesforce, Pipedrive, Zoho, and more—to HubSpot or any platform you choose.
Your CRM is holding you back. But migrating feels risky.
You know you need a better platform, but the thought of migration is terrifying. What if you lose customer data? What if deals fall through the cracks? What if the whole thing disrupts your business for weeks?
Those fears are valid—we've seen migrations go wrong. That's exactly why we built a process that eliminates those risks. Zero data loss. Minimal disruption. Complete peace of mind.
50+
Successful Migrations
0
Data Loss Incidents
99.9%
Data Accuracy
2-4 hrs
Typical Cutover Time
Platforms we migrate from
We've migrated data from virtually every CRM on the market. If your platform isn't listed, contact us—we can likely help.
Salesforce
Pipedrive
Zoho CRM
Microsoft Dynamics
Freshsales
Copper
Insightly
ActiveCampaign
Spreadsheets
Custom Databases
Complete migration management
We handle every aspect of migration—from initial audit to post-migration support—so you can focus on running your business.
Data Mapping & Planning
We analyze your current CRM structure and create a detailed migration plan that preserves data relationships and history.
- Field mapping
- Relationship preservation
- Custom property handling
- Timeline planning
Data Cleaning & Deduplication
Your new CRM starts clean—not with years of duplicate records, outdated contacts, and data quality issues.
- Duplicate detection
- Data standardization
- Invalid data flagging
- Quality scoring
Historical Data Preservation
We migrate your complete activity history so you don't lose context on deals, communications, or customer relationships.
- Email history
- Call logs
- Meeting records
- Notes & attachments
Integration Migration
We ensure your integrations continue working or set up improved alternatives in your new platform.
- Integration audit
- Alternative recommendations
- Re-connection support
- Testing & validation
Test & Validation
Multiple test migrations and validation passes ensure everything works before the final cutover.
- Test migrations
- Data validation
- User acceptance testing
- Rollback planning
Training & Go-Live Support
Your team is trained and supported through the transition with dedicated assistance during cutover.
- Team training
- Go-live support
- Post-migration assistance
- Documentation
Migration expertise for your industry
Different industries have different data structures and compliance requirements. We handle them all.
Healthcare & Life Sciences
HIPAA-compliant migrations that preserve patient data relationships, provider histories, and referral tracking while maintaining strict data security throughout the process.
- HIPAA compliance throughout
- PHI handling procedures
- EHR integration continuity
- Audit trail preservation
Technology
Migrate complex account hierarchies, partner ecosystems, and multi-year deal histories while preserving the relationships between parent companies, subsidiaries, and contacts.
- Account hierarchy preservation
- Partner data migration
- Long-cycle deal history
- Custom field mapping
B2B Services
Preserve product usage history, subscription data, and customer lifecycle stages while ensuring continuity of expansion revenue tracking and customer health metrics.
- Product usage history
- Subscription data mapping
- Customer health scores
- Expansion pipeline preservation
How we migrate your CRM
A methodical approach that eliminates risk through planning, testing, and validation at every step.
Data Audit
Analyze your current CRM to understand data structure, quality issues, and migration requirements.
Mapping & Planning
Create detailed field mappings and a migration plan with timeline and testing approach.
Data Cleaning
Clean and deduplicate data before migration to ensure your new CRM starts fresh.
Test Migration
Run test migrations to validate data integrity and catch any issues early.
Full Migration
Execute the complete migration with real-time monitoring and validation.
Verification
Thorough QA testing to ensure all data migrated correctly and relationships intact.
Zero Downtime Migration
Multi-Location Healthcare Provider
Challenge
50+ locations using Salesforce needed to migrate to HubSpot without disrupting daily operations. Previous migration attempts by other vendors had failed, causing data loss and workflow disruptions.
Solution
Built a parallel migration strategy with comprehensive test migrations, maintained both systems during transition, executed final cutover during off-hours with live monitoring, and provided on-site support for critical locations.
Result
100% data integrity with zero data loss. 2-hour cutover window. All 50 locations fully operational on Monday morning. Complete activity history preserved, including 5 years of patient communications.
100%
Data Integrity
50+
Locations Migrated
2 hrs
Cutover Time
5 yrs
History Preserved
CRM migration FAQ
Everything you need to know about migrating your CRM safely and successfully. Have a question we didn't answer?
Get in touchMost migrations complete in 4-8 weeks end-to-end. The actual cutover (when you switch systems) is typically just 2-4 hours during off-hours. The majority of the timeline is spent on planning, testing, and validation—the work that ensures your data arrives intact.
After migration
Migration is just the first step. These services help you maximize value from your new platform.
Ready to build a revenue system that works?
Let's discuss how we can transform your CRM into a growth engine—on any platform.