System switch and data migration
Switch your CRM or tools without losing data: cleaned, mapped and moved with full history, plus a test run before the cutover date.
Why the system switch keeps getting postponed
The problem: Everyone is annoyed by the old system, but the move feels scarier than the status quo. Ten years of data live in there, nobody remembers what actually matters, and the new vendor’s import feature has never heard of your special cases. So the switch gets postponed. Or it happens, and the team spends months maintaining two systems while notes, history and record links fall through the cracks.
The solution: We move the data in a structured way instead of export-import. First the inventory: what exists, what is really needed, what can go. Then the mapping onto the new structure, meaning fields, pipelines and responsibilities, and during the move the data gets cleaned in the same pass, just like we do when keeping CRM data clean. The migration itself runs as a script and is repeatable: a test run with real data comes first, and you switch once everything checks out.
What happens next: There is a cutover date instead of months in limbo: old system off, new one on, and the team works with complete data and full history from day one. The old system is preserved as an archive. And right after the move we connect the new system to the rest of your stack, through integrations and workflows.
Typical scenarios
From a CRM switch to tool consolidation. These are the most common scenarios from our projects.
- CRM switch: Contacts, deals, notes and documents move with their complete history, mapped onto the new structure instead of one-to-one into chaos.
- Tool consolidation: Three systems become one: datasets are merged, and duplicates get resolved in the same pass.
- From Excel into a real system: What used to live in spreadsheets gets proper structure: fields, permissions, history, responsibilities.
- Test run before the cutover: The migration runs in trial mode with real data first. You switch when everything is right, not when the calendar says so.
