Change CRMs without losing
a single record.

A single-org migration of a few hundred thousand records typically runs four to eight weeks from profiling to reconciliation sign-off; multi-million-record moves and multi-org consolidations run longer. The profiling report in week one turns that range into a committed date, we never quote a timeline before seeing the data.

Yes, that is most of the job. Contacts and deals are the easy part; the value is the history hanging off them. We migrate activities, emails, call logs, notes and attachments with their relationships and record ownership intact, and the final reconciliation report proves the counts match.

No. Delta sync keeps the old and new systems current while your team transitions, so there is no data freeze. Cutover itself is a rehearsed switch executed from a written runbook, most teams end the week in the old CRM and start the next one in the new system.

Workflows, assignment rules, lead scoring, email sequences, reports and integrations, automation never exports between platforms. We inventory all of it during profiling, rebuild what earns its keep on the target, and deliberately retire the rest. Budgeting for that rebuild up front is what separates a migration from a rescue.

We run fuzzy matching across names, emails, phone numbers and domains to surface duplicate clusters, then apply survivorship rules you approve, which record wins, which fields merge, what happens to conflicting values. Every merge is logged and reversible, and it all happens before migration, when fixing data is roughly ten times cheaper.

A parallel run keeps both CRMs live and synced while a pilot group works in the new system for one to two weeks. It is how you catch broken automations and mapping gaps with a safety net still underneath. Most teams benefit; simple single-pipeline migrations can safely skip it, and the assessment will tell you which you are.

The assessment is fixed-price. The migration itself is quoted as a fixed project after profiling, the cost drivers are record volume, data quality, how much automation needs rebuilding, and how many integrations touch the CRM. Cleanup-only and mapping-only engagements are available if you want to run the import yourself.

Yes, and it is some of our favorite work. We reverse-engineer the schema, Access databases, MySQL apps, years of sheet sprawl, design a proper CRM data model, and write custom extractors where no export exists. If the system holds data, we can move it with its history.