CRM Migration

Move CRMs without losing the data, the history, or the team.

Most migrations are a lift-and-shift. The old mess gets dumped into a new tool with the stages copied across, and three months later nobody trusts the data or logs in. We work the other way round, cleaning the data before it lands and shaping the model to how you sell. The history comes with it, and getting the team to adopt it is part of the job rather than an afterthought.

See how we migrate Talk to us

Pipedrive to HubSpot, Salesforce to HubSpot, spreadsheets and legacy CRMs into one system.

Lift-and-shift, or done right?

A lift-and-shift

Dirty data, carried over
One field, five old values
Stages nobody understands
The team never adopts it

Breaks by month three

A real migration

Mapped, deduped, verified
History preserved
A model that fits how you sell
Adoption built in

Holds

Moving the records is the easy part; the model and getting people to use it are the real work.

Salesforce or HubSpot

We audit and optimize both, independent of any CRM vendor. On Salesforce we own the diagnosis and the design, then work alongside your developers to build it. You get senior revenue architecture without swapping out your Salesforce team.

The shape of it

What a migration actually looks like.

It is more than a one-night export-import. There is an audit, a target model, a data clean, a staged move you can reverse, and the training that makes it stick.

1 · AuditLook at what you haveWhat is in the old CRM, what is dirty, what is duplicated, and what the team actually uses.

2 · Design the modelFit it to how you sellObjects, stages and fields built around your motion - not around the last person who touched it.

3 · Clean & mapFix the data on the way inDedup, split fields storing several values, normalise formats, map every field to the new model.

4 · Migrate & verifyStaged, reconciled, reversibleMoved in stages and checked record by record. History comes across. Nothing writes unverified.

5 · AdoptThe team actually uses itTrained on the new model, with stages that mean something, so it sticks instead of getting worked around.

The move itself can happen in an afternoon. Whether the CRM is still in use six months later comes down to steps two and five.

We rebuilt exactly this after someone else botched it.Read the migration case study

Why they go sideways

A migration is easy to start and easy to ruin.

These are the failure modes we see most, and the ones we get called in to unpick afterwards. Every one of them is avoidable, because every one started as a decision someone made.

The data

Dirty data, carried over

Bulk-imported as-is. The mess in the old CRM just becomes the mess in the new one.

One field, many values

A single field storing years of stacked history, so nothing reports cleanly until it is split.

Duplicates that multiply

No dedup on the way in, so the same account and contact exist three times over.

The setup

The wrong contract shape

Paying for a tier and modules you do not need, or missing ones you do. Contact volume never sized.

Speced by a non-expert

The CRM designed around one person instead of the motion, so nobody else knows what anything means.

Stages nobody understands

Pipeline stages copied from the old tool, meaning nothing to the people who have to move deals through them.

The team

Adoption never happens

If the team does not understand it, they do not use it - and the migration was for nothing.

History left behind

Notes, activity and context dropped, so every record starts blank and the team stops trusting it.

No plan for the dormant data

Thousands of contacts sitting for years with no re-engagement, just inflating the tier you pay for.

This is what happens when a migration gets handled as a data export rather than a system, and it is rarely the people using the CRM who caused it.

Already living with one of these?Get a read on your migration

The difference

A lift-and-shift is not a migration.

One looks finished on day one and comes apart a few months later. The other slows down to get the data right on the way in, which is why it holds up once people are relying on it.

A lift-and-shift

looks done on day one

Records dumped across as-is, dirt and all
Stages copied from the old tool, unchanged
History and context left behind
No training, so the team works around it
Breaks by month three

A migration done right

holds under real use

Data cleaned, deduped and mapped on the way in
A model built around how you sell
History, owners and activity preserved
The team trained on the new model
Staged and reversible, not a leap of faith

Either way the export takes an afternoon. What you are paying for is a CRM the team still trusts half a year in. Start with a read →

Data integrity

Your data comes across clean, and stays yours.

The whole risk in a migration sits in the data, so we treat it as the main event and start there rather than leaving it to the end.

Nothing writes unverified

Migrated in stages and reconciled record by record before anything goes live in your production CRM.

History preserved

Notes, activity, owners and timestamps come across, not just the current-state fields. Records keep their story.

Deduped and validated

Duplicates merged, fields storing several values split out, and formats normalised on the way in.

Reversible, not a leap

Staged with a rollback path. We do not flip the whole company over in one irreversible night.

You own the mapping

Every field-to-field decision is documented and handed to you. No black box, no lock-in to us.

This is the line we hold on every migration.How we handle your data

How it works

Three steps.

We map what you have, then move it clean and get the team using it. No data dump handed over at the end.

Map

We audit the old CRM and design the model that fits how you sell. What is dirty, what is worth keeping, what the new shape should be. Usually part of the audit.

Move

We clean, map and migrate in stages - deduped, verified record by record, and reversible. History comes with it.

Adopt

We train the team on the new model so it gets used day to day. That is the point of a migration, far more than the export ever is.

Most migrations start with the audit.See the GTM audit

Questions

CRM migration, answered.

Will I lose my data or history in a CRM migration?

No. We bring across notes, activity, owners and timestamps, not just the current-state fields, and we reconcile record by record before anything goes live. Nothing writes unverified, and the migration is staged so it is reversible.

Can you migrate from Pipedrive or Salesforce to HubSpot?

Yes. Pipedrive to HubSpot, Salesforce to HubSpot, spreadsheets and a legacy CRM into one system, or an old HubSpot instance re-architected. We are deepest in HubSpot but tool-agnostic on the source.

Do you clean the data or just move it?

We clean it on the way in: dedup records, split fields that store several historical values, normalise formats, and map everything to a model that fits how you sell. A lift-and-shift just moves the mess into a new tool.

How long does a CRM migration take?

It depends on the data volume and how messy the source is, not on the record count alone. The audit scopes it honestly before you commit, so there is no open-ended project and no surprise at the end.

Will the team actually use the new CRM?

That is the part most migrations skip. We design stages and fields around your motion instead of one person's preference, preserve the context people rely on, and train the team, so the CRM gets used instead of worked around.

What if we are on the wrong HubSpot tier or contract?

We size it properly: contact volume, the modules you actually need, and the marketing-contact split. Paying for the wrong shape, or missing a module you need as you grow, is one of the most common and expensive migration mistakes.

Still have a question?Ask us directly

On CRMs, cleanly.

Why CRMs bloat and why migrations fail, plus what a system built for the people using it looks like.

CRM & Data

Get in touch

Thinking about moving CRMs?

Tell us where you are now and where you want to be. We will tell you honestly what it takes to get there clean.

A read on your source data - what is dirty, duplicated, and worth keeping
The right target model for how you actually sell
History and context preserved, not left behind
Migrated in stages and reversible, with a mapping doc you own

HubSpot, Salesforce, Pipedrive, or a pile of spreadsheets. Cleaned on the way in.