CRM migration with zero data loss — guaranteed

Move from any legacy CRM to any modern platform without losing a single record. Every migration includes a full rollback plan before we touch production.

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Data lost, ever

48hrs

Max cutover window

100%

Record reconciliation

5 yrs

Oldest data migrated

Business challenges

Why CRM Migration projects fail

Fear of losing 5 years of history

Customer records, activity history, attachments, and custom fields — all at risk if migration is done without proper mapping and validation.

Duplicates arrive in the new platform

Dirty source data migrated as-is. Thousands of duplicates land in the new CRM on day one, immediately breaking trust in the new system.

Go-live window too tight

Migration day becomes a crisis. No rollback plan. Business runs blind for 48 hours while the team scrambles to fix data issues.

Integration breaks post-migration

ERP, marketing, and support integrations all need reconfiguration. Nobody planned for this. The project runs 8 weeks over schedule.

What is included

Everything in this service

Data Audit

Complete inventory of your source CRM — all objects, fields, records, attachments, and integrations. We document every data type before mapping a single field.

Full object inventoryField mappingVolume sizingAttachment audit

Deliverables

✓ Source data inventory

✓ Field mapping document

✓ Migration volume estimate

✓ Risk assessment

How it works

Our delivery process

Source audit

Full inventory of all objects, fields, records, and integrations in the source CRM.

Data mapping

Field-by-field mapping from source to target with transformation rules documented and approved.

Deduplication

Identify and resolve duplicates before a single record moves to the new platform.

Test migration

Full test migration to a sandbox. Reconciliation counts checked. Issues resolved before production.

Production cutover

Cutover on a defined date with a full rollback plan active. Reconciliation checks after every batch.

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Success stories

Client results

All case studies

Celumai migrated 8 years of Salesforce data to Dynamics 365 over a single weekend. Zero data loss, zero business disruption. The rollback plan they had ready gave us complete confidence.

Head of Technology

Financial Services Group

We had 400,000 contact records with 5 years of activity history. Every record arrived clean, deduplicated, and reconciled. The migration report showed 100% accuracy.

VP Operations

E-commerce Scale-up