CRM Migration Services
Move your data, workflows, and team to a new CRM without losing a single record or missing a day of productivity. Our migration specialists handle every step of the process, from source data extraction and field mapping to relationship preservation, deduplication, validation, and go-live cutover. Whether you are moving from Salesforce to HubSpot, HubSpot to Salesforce, or migrating from any legacy platform to a modern CRM, we guarantee data integrity and a smooth transition with zero business disruption.
By The Numbers
Migrations Completed
Data Integrity Rate
Source Platforms
Business Days Lost
Migration Paths
We support every major CRM migration path. Each migration follows our structured methodology with platform-specific field mapping, relationship preservation, and validation procedures.
Salesforce to HubSpot
Migrate contacts, accounts, opportunities, activities, notes, attachments, and custom object data from Salesforce to HubSpot. We map Salesforce objects to HubSpot equivalents, preserve record associations, convert Salesforce automation to HubSpot workflows, and rebuild reports in HubSpot’s reporting engine. Teams moving to HubSpot for its ease of use and marketing capabilities retain full historical context.
HubSpot to Salesforce
Migrate contacts, companies, deals, tickets, activities, and marketing data from HubSpot to Salesforce. We map HubSpot properties to Salesforce fields, convert deal pipelines to opportunity stages, recreate workflow automation in Salesforce Flow, and rebuild dashboards. Teams moving to Salesforce for its deeper customization and enterprise features retain complete customer history.
Any CRM to Salesforce
Migrate from Zoho, Pipedrive, Dynamics 365, Freshsales, SugarCRM, Insightly, or any other CRM to Salesforce. We extract all records from the source system, map fields to Salesforce standard and custom objects, preserve relationships and activity history, and configure Salesforce to support your existing workflows. Every source platform has unique export requirements that we handle as part of the migration.
Any CRM to HubSpot
Migrate from Zoho, Pipedrive, Dynamics 365, Freshsales, SugarCRM, Insightly, or any other CRM to HubSpot. We extract records from the source, map properties to HubSpot contact, company, deal, and ticket objects, preserve associations and timeline activities, and configure HubSpot pipelines and automation to match your processes. HubSpot’s import tools and Operations Hub data sync simplify many migration scenarios.
Platforms We Migrate From
We have migrated data from all of these platforms and many more. If your CRM is not listed here, contact us and we will evaluate feasibility.
HubSpot
Zoho CRM
Pipedrive
Dynamics 365
Freshsales
SugarCRM
Insightly
Copper
Monday CRM
Keap
Act!
Nimble
Spreadsheets
Salesforce
HubSpot
Zoho CRM
Pipedrive
Dynamics 365
Freshsales
SugarCRM
Insightly
Copper
Monday CRM
Keap
Act!
Nimble
Spreadsheets
Universal Migration Methodology
Our six-phase migration methodology applies to every platform combination. This structured approach ensures zero data loss, minimal downtime, and a smooth transition for your entire team.
Source Audit
We audit your current CRM to understand the complete data landscape. Record counts, object relationships, custom fields, automation rules, integrations, and data quality issues are documented. This audit reveals what data should migrate, what should be archived, and what should be cleaned before migration. The audit output includes a detailed migration plan with field mapping specifications.
Field Mapping
Every field in the source system is mapped to its equivalent in the destination CRM. Standard fields, custom fields, picklist values, multi-select fields, and formula fields are all accounted for. Where direct equivalents do not exist, we create custom fields in the destination system. You approve the complete field mapping document before any data moves.
Data Cleansing
Migration is the best opportunity to clean your data. We deduplicate records, standardize field formats, remove incomplete or invalid records, fix relationship inconsistencies, and normalize picklist values. Starting your new CRM with clean data prevents the data quality problems that plagued the old system from carrying over and undermining your fresh start.
Test Migration
We run a full test migration into a sandbox or test environment. Every record type is validated for field accuracy, relationship integrity, and data completeness. Test migration results are compared against source data using automated comparison reports. Issues discovered during testing are resolved and the test is repeated until validation passes at 100% accuracy.
Production Cutover
After test migration sign-off, we execute the production migration during a planned cutover window. Delta records created between test and production migration are captured and included. The cutover is designed for minimal downtime. Teams continue using the old system until the exact moment the new system is ready, then switch over with full data continuity.
Validation & Support
Post-migration validation confirms record counts, relationship integrity, field accuracy, and activity history completeness. Stakeholders spot-check critical records and sign off on data quality. A 30-day hypercare period follows cutover with dedicated support for any data questions, missing records, or adjustment needs. The old system remains accessible in read-only mode during hypercare as a safety net.
Data Integrity Guarantee
Your CRM data represents years of relationship building, deal history, and institutional knowledge. We treat it with the care it deserves.
Zero Data Loss. Every record, every field, every relationship, and every activity timestamp is accounted for during migration. Our automated comparison tools verify source and destination record counts at the object level and field level. Discrepancies are identified and resolved before sign-off. We have completed over 150 migrations with a 100% data integrity rate because our methodology catches issues during testing, not after go-live.
Relationship Preservation. CRM data is relational. Contacts belong to accounts, deals are associated with contacts, activities are linked to records, and notes provide context for relationships. Losing these associations during migration destroys the historical narrative that makes CRM data valuable. We map and preserve every relationship using external ID matching and lookup field resolution so your new CRM tells the complete story of every customer interaction.
Activity History. Emails, calls, meetings, notes, tasks, and custom activities form the timeline of every customer relationship. We migrate activity history with original timestamps, associations, and content so your team can see the full interaction history in the new CRM. No one should have to search the old system to find context about a customer conversation or deal progression.
What We Migrate
A complete CRM migration goes far beyond exporting contacts to a CSV. We migrate every data type that matters to your business operations and preserve the relationships that make your CRM data actionable.
- Contacts & Companies — All standard and custom fields, lifecycle stages, lead scores, and segmentation data
- Deals & Opportunities — Pipeline stages, amounts, close dates, products, and deal-level custom fields
- Activities & History — Emails, calls, meetings, notes, tasks, and custom activities with timestamps
- Automation & Workflows — Recreated in the destination platform to match source system behavior
Documents & Attachments
Files, documents, and attachments linked to CRM records are migrated to the destination system with their record associations preserved. This includes proposals, contracts, invoices, and any other files attached to contacts, companies, or deals. File storage limitations in the destination platform are evaluated during planning to ensure all attachments can be accommodated.
Custom Objects & Fields
Custom objects, custom fields, picklist values, and formula fields from the source system are recreated in the destination CRM. Where the destination platform handles data differently, we design equivalent structures that preserve the same business logic and reporting capability. Complex source objects may require architectural decisions during the mapping phase that we walk through with your team.
Migration Deliverables
Every CRM migration engagement includes these deliverables as standard.
- Source system audit with record counts and data quality assessment
- Complete field mapping specification document
- Data cleansing report with deduplication and standardization results
- Test migration with validation report and comparison metrics
- Production migration with delta record capture
- Post-migration validation report with record count verification
- Relationship integrity confirmation across all object types
- Activity history migration with timestamp preservation
- Automation recreation in the destination platform
- User training on the new CRM platform
- 30-day hypercare support period with dedicated migration specialist
- Read-only access to source system maintained during hypercare
Related Services
Frequently Asked Questions
Migration timelines depend on data volume, source system complexity, and the number of object types being migrated. Simple migrations with contacts and deals from one CRM to another typically take two to three weeks. Complex migrations involving custom objects, large data volumes, activity history, and automation recreation take four to eight weeks. We provide a detailed timeline after the source audit so you can plan accordingly.
No. Our methodology is designed for zero data loss. We run complete test migrations with automated validation before touching production. Record counts, field values, and relationships are compared between source and destination using automated tools. Any discrepancies are resolved during testing. Over 150 migrations with a 100% data integrity rate validates that our process works. Your source system remains accessible in read-only mode during the 30-day hypercare period as an additional safety net.
Migration costs depend on the source and destination platforms, data volume, number of object types, and complexity of automation that needs to be recreated. Simple contact and deal migrations start around $3,000. Standard migrations with activity history, custom objects, and automation recreation typically range from $5,000 to $15,000. Enterprise migrations with large data volumes and complex multi-object architectures can range from $15,000 to $35,000. We provide fixed-price quotes after the source audit.
Yes. Your team continues using the current CRM throughout the migration process. Test migrations happen in sandbox environments with no impact on daily operations. The production cutover is planned for a specific window, typically a weekend, and delta records created between the test migration and cutover are captured and included. Most teams experience zero downtime during the transition.
Yes. We migrate emails, calls, meetings, notes, tasks, and custom activities with their original timestamps and record associations. Your team can see the full interaction history for every contact and deal in the new CRM without needing to reference the old system. Activity migration is one of the most technically challenging parts of CRM migration and one of the most valuable for preserving institutional knowledge.
We frequently migrate organizations from spreadsheet-based tracking to their first CRM. The process is similar: we audit your spreadsheets, map columns to CRM fields, cleanse and deduplicate data, import records, and establish relationships. Spreadsheet migrations often benefit the most from data cleansing because spreadsheet data tends to have more inconsistencies, duplicates, and formatting issues than structured CRM exports.
Ready to migrate your CRM data safely?