Switching CRMs, or moving off spreadsheets? We map every field, clean up the data, remove duplicates, and bring your leads, deals and activity into Salesforce, Zoho CRM or Pipedrive. Then we check it, switch your team over, and train them on the new system.
900+ integrations completed
How a migration runs
Every field in the old system matched to a field in the new one, in a mapping sheet you sign off on
Duplicates and unused fields removed, then records, activity and files loaded and checked
Automations turned back on, your team moved over, and admins trained
A migration is only as good as its field mapping. If a field lands in the wrong place, your reports show the wrong numbers for every past lead and deal. If records are loaded twice, your team calls the same person twice.
So we write the mapping down first, in a sheet you can review. We keep the original created dates and the activity on each record, so your history still reports correctly after the move.
What's included
A mapping sheet that matches every old field to a new one, or improves on the old setup where it did not work.
Unused and duplicate fields removed, picklists cleaned up, and sample data cleared out before the real data goes in.
Duplicate records merged before the load, and duplicate rules set up so new ones are caught.
Leads, deals, accounts, contacts and activity moved over, with the original created dates kept.
Files moved into the new CRM, stored where they do not eat into your data storage.
Data checked after the load, automations switched back on, and teams moved over in stages where you have more than one location.
Reports and dashboards rebuilt in the new CRM, and your forms, calls and other tools connected to it.
A backup set up for the new CRM, covering your data and, in Zoho CRM, your code and automations.
Users added with the access each role needs, admins trained, and written steps for new hires.
Historical leads, opportunities, accounts and activity loaded and checked
Historical records standardized and uploaded into each module
Past clients and sales activity moved in and checked for duplicates
Accounts and historical data moved out of HubSpot and into Salesforce
Leads and contacts kept in sheets, cleaned up and imported
Forms, calls, chat, ads and billing pointed at the new CRM after the move
Reports rebuilt in the new CRM, with history that still adds up
Book a free call. We look at the system you are leaving, the data in it, and the CRM you are moving to, and give you honest advice on what the move would take. No obligation.
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How it works
We look at your current CRM or spreadsheets, what has to come over, and where it is going.
Priced by project, not by the hour. You approve before we start.
The mapping sheet signed off, the data cleaned, then loaded and checked against the old system.
Your team moved to the new CRM, with training and written steps.
Working with us
US and overnight hours
Our teams cover all hours, so work keeps moving after your day ends.
AI agents in the workflow
We use AI agents in development and content creation, on a HIPAA-compliant Claude Enterprise license, so builds move faster.
900+ integrations completed
We have done this before, and it shows in how we plan and test.
Free call first
Honest advice before any work starts, even if you never hire us.
Salesforce, Zoho CRM and Pipedrive. We move data out of your old CRM or spreadsheets and into the new one.
That is what the mapping is for. We bring over leads, deals and activity, and keep the original created dates, so year-over-year reporting still works.
We find and merge them before the load, and set up duplicate rules so the new CRM catches them going forward.
No. We pause the triggers and connected apps that would fire during the load, then turn them back on once the data is checked.
Yes. Where you have more than one location, we can move them over in waves instead of all at once.
By project, not by the hour. The first call is free, and you get a project quote after it.
