CRM Migration
CRM & Data / CRM Migration

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.

$0

Data lost, ever

48hrs

Max cutover window

100%

Record reconciliation

5 yrs

Oldest data migrated

Business challenges

Why CRM Migration projects fail

01

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.

02

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.

03

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.

04

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

v Source data inventory
v Field mapping document
v Migration volume estimate
v Risk assessment

How it works

Our delivery process

01

Source audit

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

02

Data mapping

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

03

Deduplication

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

04

Test migration

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

05

Production cutover

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

Book a free assessment ->

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.

H

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.

V

VP Operations

E-commerce Scale-up

Case study Healthcare

180% increase in marketing-influenced pipeline

B2B Healthcare Company

Marketing Operations Rebuild for a B2B Healthcare Company — From Campaign Chaos to Scalable Engine

Read case study ->
Case study Professional Services

300% increase in qualified inbound

CRM Consultancy (60 staff)

Brand Repositioning for a CRM Consultancy — 300% Increase in Inbound Qualified Enquiries

Read case study ->

Platforms we use for this service

Salesforce HubSpot SAP Dynamics 365 Zoho Pipedrive Custom CRM
CRM Migration Playbook

Free resource

CRM Migration Playbook -- get it free

Step-by-step playbook covering data mapping, cutover planning, rollback strategy, and go-live checklist.

PDF * 28 pages * Free

Download free -> Get a free assessment instead

From our team

Related insights

All articles
Blog

20 May 2026

Partner Business Development in Professional Services: Making It Systematic

How law firms, consulting firms, and accounting practices can track relationship capital without adding admin burden.

FAQ

Your CRM Migration questions, answered

Ready to start?

Plan your CRM migration

We respond within 1 business day with an honest assessment -- no commitment required.

v Response within 1 business day
v Free initial assessment -- no commitment
v Fixed-price options available
v All data under strict NDA from day one
v 98% on-time delivery across 40+ projects

We respond within 1 business day. No spam.

Client results

What this service has delivered

All case studies →
Case Study
£14M cross-sell pipeline identified

How a Wealth Management Firm Turned a Broken CRM Into a £14M Cross-Sell Engine

Independent Wealth Management Firm

A wealth management firm with 420 advisors had Salesforce configured for a business it used to be. Client…

£14M
Cross-sell pipeline
91%
Advisor adoption
£2.1M
New revenue Q1
Read case study →
Case Study
340,000 records — zero data loss

CRM Migration for a Global Insurance Broker — Zero Pipeline Loss Across 8,400 Active Accounts

Global Insurance Broker

A global insurance broker migrating from a legacy CRM to Salesforce had 8,400 active accounts, 340,000 activity records,…

8,400
Active accounts migrated
0
Records lost
92%
Post-migration data quality
Read case study →
Case Study
Churn rate reduced 18%

Data Architecture Redesign for a SaaS Platform — Single Source of Truth Across 6 Systems

B2B SaaS Platform (2,200 customers)

A B2B SaaS platform with 2,200 customers had customer data spread across HubSpot, Stripe, their product database, Intercom,…

18%
Churn rate reduction
4 hrs
Monthly reporting time
6 systems
Connected
Read case study →