Switching CRM is often the right move, but the thought of losing data, breaking integrations and confusing your team can be enough to put it off for years. Our CRM Switch service handles every aspect of your migration, moving you to your new platform with your data clean and intact, and everything ready from day one.
CRM Switch is designed for growing businesses that know they need a better system, and need someone experienced to get them there safely, without drama.
Outgrown Your Platform
You've outgrown your current CRM or inherited one that doesn't fit, and you're ready to move to something better - but need it done safely.
Moving Up from Spreadsheets
You're stepping up from spreadsheets and ad-hoc tools to a sensible CRM environment for the first time, and want the move done properly.
Consolidating Systems
You're running multiple CRMs or disconnected tools and need everything brought together into a single, reliable source of truth for the whole team.
Worried About Getting It Wrong
You know migration is the right move but are concerned about breaking existing data, workflows and integrations in the process.
What we do
End-to-end migration ownership
We take full responsibility for planning and delivering your migration, so your team can stay focused on serving customers and hitting targets, not wrestling with exports and imports. And if the new CRM hasn't been built yet, we configure it first - using our CRM Configure service - so there's a properly set-up system ready to receive your data.
01
Review your current CRM.
We assess your data, integrations and usage patterns so we know exactly what needs to move and how it's being used today.
02
Define and map the move.
We agree what should be migrated, and how it fits the new system, so you don't carry old clutter and nothing important is lost along the way.
03
Clean, migrate and test.
We cleanse and migrate your data, recreate your key views and processes, and test everything thoroughly before anyone relies on it.
04
Go live and support.
We cut over with hands-on training and early-life support, staying close while your team settles into the new platform.
Source
Old system & spreadsheets
New CRM
Pipeline
Contacts
Automations
Reports
Clean, mapped, tested
Deliverables
What you receive at the end of CRM Switch
A fully working new CRM with your key data and processes in place - including the build of a replacement system where one is needed - ready for your team to use from day one.
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Common migrations
Common CRM migration projects
Every migration is different, but most fall into a handful of familiar shapes. These are the moves we run most often for UK SMEs.
Spreadsheets to a CRM
Years of sales history spread across workbooks and shared inboxes, consolidated into one clean, structured system your team can actually work from.
A legacy or in-house system to a modern CRM
Bespoke or ageing systems with no upgrade path, migrated to a supported platform without losing the logic your business depends on.
Salesforce to a lower-cost platform
Right-sizing when licence costs outgrow the value being used, moving to a platform that fits your team without losing capability that matters.
HubSpot to a platform with broader operational scope
Moving beyond sales and marketing into finance, projects and operations, on a platform that covers the whole business.
Moving between Zoho or monday.com products
Switching editions or products within the same ecosystem, keeping data, users and integrations intact through the change.
Consolidating two CRMs after an acquisition
Two teams, two systems, duplicate records. We merge them into one source of truth with deduplication and agreed ownership rules.
Not listed here? Most migrations follow the same principles. Tell us where you are moving from and to, and we will tell you what is involved.
We review your current setup, agree what needs to move, and confirm timelines, risks and dependencies before any work begins.
1
Phase 02
Build & Configuration
If your new CRM hasn't been built yet, we configure it first - using our CRM Configure service - so there's a properly set-up system ready to receive your data, pipelines and processes. Already have a new CRM in place? We move straight on.
2
Phase 03
Design & Preparation
We map your data to the new system, prepare cleansing rules, and recreate the views, processes and reports your team relies on.
3
Phase 04
Test Migration
We run a full test migration into a safe environment, validate the results with you, and resolve any issues well before go-live.
4
Phase 05
Final Migration & Go-Live
We complete the migration, cut over to the new CRM with hands-on training, and stay close with early-life support.
5
Why CRM Switch
Why SMEs choose CRM Switch
Migration is more than a technical task. We treat it as a business project, aligned with how your team works and where you’re headed.
Reduced Risk.
You avoid data loss, broken record links and unexpected downtime. We plan for what can go wrong so you don't have to find out the hard way.
Less Disruption.
Your team keeps working while we handle the heavy lifting in the background. Go-live feels like a natural step forward, not a crisis.
Cleaner Data, Better System.
Migration is a chance to tidy, standardise and improve data quality, so you start in the new CRM on the right foot, without carrying old problems forward.
Joined-Up Change.
Migration is aligned with your new configuration and processes, not treated as a separate, purely technical exercise disconnected from the business.
Migrate with confidence.
Book a free call about CRM Switch and we'll show you how a planned migration protects your data and your team.