CRM migration without losing deals, history or sleep — from €690
We move your entire CRM — contacts, deals, pipelines, emails, calls, files and custom fields — to any new system. No lost history, no half-empty funnels, no "where did that deal go?" moments. Test run first, go-live on a weekend, we stay with you for the first week.
turnkey
to go-live
during transfer
for a published case
What's included in the migration
Contacts, companies & deals
Every contact, company and deal moves with its stage, owner and full history — nothing gets left behind
Pipelines & field mapping
We map your funnels, stages and custom fields to the new CRM logic — the most underrated part of the job, done properly
Communication history
Emails, call logs, notes and attachments transfer with their links to deals and contacts intact
Test migration first
We run a full test import on a copy, verify record counts and totals, and only then schedule the go-live
Users, roles & permissions
Your team keeps their access levels, roles and ownership rules — no one loses visibility into their work
Weekend go-live
The production switch happens over a weekend, with parallel access to both systems for the first week
Any CRM, any direction
Bitrix24, amoCRM, HubSpot, Pipedrive, Zoho, Salesforce, Monday, Creatio, custom systems or Excel — into or out of any of them
How we migrate your CRM — 4 steps
Audit and field mapping
We export your contacts, companies, deals, pipelines, tasks and files. Then we map every field to the new CRM — including custom ones. This is where most migrations silently break, so we do it manually, not with a blind import.
Test transfer on a copy
We run the full migration into a sandbox first. You check the deal stages, history, attachments and user permissions. We compare counts and totals against the source until the numbers match exactly.
Production migration over the weekend
We move everything to the live CRM when your team is offline. Emails, call logs, notes, documents and pipelines land in the right places. On Monday morning you open the new system and keep working.
Parallel run and team handover
We keep both systems accessible for the first week, so nothing can be lost. We train your team on the new setup, rebuild automations that can't be transferred, and stay on call until you're confident.
CRM migration pricing
All plans include a test migration on a copy and a post-launch support week.
Up to 5,000 records and 2 pipelines, one-way transfer from any CRM or spreadsheet
- Contacts and companies
- deals with stages and history
- tasks, notes, files
- custom fields mapping
- Timeline 5-7 days
Up to 50,000 records, multiple pipelines, email and call history included
- everything from Starter
- email threads and attachments
- users, roles and permissions
- funnel stage mapping and verification
- test migration before go-live
- Timeline 1-2 weeks
Large databases, non-standard CRMs, automation rebuild and parallel run
- everything from Business
- call recordings and logs
- workflows and automations rebuild
- custom API integrations
- parallel run and team training
- Timeline 2-3 weeks
4 reasons to work with us
Start today
A short Zoom brief — and we're already designing. No 30-page spec, no two-week approval cycle.
Below-market price
From €290 in exchange for publishing the case study. A fixed amount in the contract — no 'surprise' add-ons mid-project.
Full transparency
Updates every 3 days, tasks in a tracker, a Telegram chat. You see progress in real time without the 'so when?' question.
Guarantees in the contract
30 days of free support, a refund at any stage if it doesn't fit, fixed deadlines.
CRM migration without losing your sales history
The biggest fear we hear from teams is: “We’ll lose half our deals and the entire contact history.” That doesn’t happen when the migration is treated as a data project, not a copy-paste job. Before anything moves, we build a full map of your current system: every entity, every field, every pipeline stage. Then we match it to the new CRM and run a test transfer on a clone. You check the numbers — deal counts, totals, contact records — and only after you sign off do we schedule the production move.
We transfer everything that keeps your sales team running: companies and contacts, deals with their stages and values, email threads and call logs, tasks, files, custom fields, user accounts and permissions. The part most agencies skip is mapping funnels and field types correctly — a “deal stage” in one system doesn’t always mean the same thing in another. That mapping work is where data gets silently corrupted, so we spend most of our time there.
Some things almost never survive a move in their original form. Built-in email history, call recordings, and automation rules usually can’t be exported cleanly from the old system. We’ll tell you this upfront and rebuild automations natively in the new CRM, so your team doesn’t discover a broken workflow two weeks later. We migrate in any direction: Bitrix24, amoCRM, HubSpot, Pipedrive, Zoho, Salesforce, Monday, Creatio, custom-built systems, even Excel spreadsheets — including into RecCMS.
Timelines depend on volume: most projects take one to three weeks. We run the final switch on a weekend, keep both systems running in parallel for the first week, and stay on call until your team is confident the new setup is solid.
How much downtime will we have?
None for your sales team. The old CRM stays available until the new one is verified. The final switch happens over a weekend, and on Monday your team logs into the new system with all data already in place.
What happens to call recordings?
Most CRMs don’t export call recordings in a usable format. We’ll extract what’s possible and give you an honest assessment. If recordings can’t be moved, we’ll archive them separately so nothing is lost, even if it’s not inside the new CRM.
Will our automations and bots transfer?
Almost never. Automation rules are built on each platform’s own logic and can’t be exported. We rebuild them natively in the new CRM, usually better than before, because we can simplify what was patched together over the years.
Can we migrate only part of the data?
Yes. Some teams want a clean start with only active deals and contacts from the last two years. We can filter by date, pipeline, owner, or any other criteria before the transfer.
What if the new CRM has fewer fields than the old one?
We map what fits and flag what doesn’t. For data that has no matching field, we’ll propose alternatives — custom fields, notes, or a separate archive — so you decide what to keep and what to leave behind.
Who trains our team on the new system?
We do. After the migration, we run a hands-on session with your team, cover the daily workflows, and stay available for follow-up questions during the first week of parallel work.
CRM migration cases
FAQ about CRM migration without data loss
Will we lose our deal history during the move?
How much downtime will our sales team actually have?
What happens to call recordings and email history?
Will our automations and bots keep working in the new CRM?
Can we migrate only part of the data — say, active deals?
What if the new CRM has fewer custom fields than our old one?
Who trains our team on the new CRM?
Worried about your specific CRM?
Tell us what you're moving from and to — we'll outline the plan and risks within an hour.
Related services
Let's plan your CRM migration without the chaos
Tell us where you're moving from and to. We'll map out the data transfer, flag the risky parts, and give you a fixed quote — usually within 60 minutes during working hours (GMT+3).
Request sent
Thanks! We'll get back to you within an hour with next steps. If you'd rather talk right away, ping us on Telegram — we usually reply there in minutes.
We move your CRM in 1-3 weeks without losing a single deal, contact or email thread. Fixed price from €690 — no hidden "data recovery" fees.
A 30-minute call: we map your funnels, fields and integrations, then run a test migration on a copy — so you see the result before we touch the live system. We reply within 60 minutes during working hours.
