CRM Migration Services

Migration cost is driven by data volume, how many source systems are in play, how heavily customised the legacy CRM is, how much activity history and how many attachments have to come across, and whether it is a multi-entity consolidation. Every quote is fixed-price after a free data audit, so volume surprises are found before you commit, not after.

No. Emails, call logs, notes, tasks, attachments and closed deals migrate with their original timestamps and record owners, not flattened into a single import date. Where a target platform has a hard limit on a particular object type we tell you during the audit and agree an archive strategy in advance rather than discovering it at cutover.

A full dry run into staging, followed by reconciliation reports covering record counts by object, total open pipeline value, open activity counts and attachment totals against the source. Your team then works in the staged data for a week. Production cutover only happens after that sign-off.

The source system is frozen and snapshotted before cutover, and the rollback path stays available through the first weeks of go-live. Because the dry run already validated the exact same scripts against the exact same data, cutover-day surprises are rare — but the rollback exists precisely so nobody has to gamble.

Yes, and it is one of the most common starting points. Spreadsheet migrations need more cleansing work up front because field discipline is usually inconsistent, but the process is the same: profile, cleanse, map, dry run, reconcile, cut over.

Usually a single weekend, and often no downtime at all. The source system stays live and in use until the cutover window; the new system is loaded and verified in staging beforehand. Only the final delta load happens during the freeze, which is measured in hours rather than days.