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Switching CRMs is terrifying—years of data, trained users, built processes. We make migration smooth so you get the benefits of a new platform without losing what you've built.
Plan Your MigrationMigration anxiety keeps companies stuck on outdated systems for years. The fear of disruption outweighs the pain of the status quo—until it doesn't.
Typical migrations lose 30% data quality. We achieve 95%+ accuracy through structured validation. The difference is methodology.
Years of customer history, deal notes, contact relationships. What if something gets lost or corrupted in the move? The risk feels existential for your business.
Your team finally knows the old system. They don't want to learn something new—even if it's better. The training you invested in feels wasted.
You can't stop selling during migration. How do you switch systems while keeping operations running? Every day of confusion is lost revenue.
What looked like a simple migration reveals custom fields, automations, integrations, and dependencies you forgot existed. Scope explodes.
Migration isn't a technical project—it's a change management challenge. The data move is the easy part. Getting your team through the transition without losing productivity or morale is where most projects fail.
See How We WorkWe audit, cleanse, and validate data before, during, and after migration. Nothing gets lost or corrupted. Your history arrives complete and clean.
We don't flip a switch. Systems run in parallel until everyone is confident in the new platform. You choose when to cut over—there's no forced deadline.
We train power users first who become advocates and support for their teams. Change resistance dissolves when peers lead the way.
End-to-end migration that handles the technical work and the human side. Here's exactly what you get.
Audit your current system—data volume, quality, customizations, integrations. Identify what moves, what's cleaned, and what's left behind.
Field-by-field mapping from source to target with transformation rules. Handle complex relationships and preserve your data structure.
Deduplicate, standardize, and validate before migration. Start fresh in your new system—don't carry forward years of data debt.
Staged transfers with validation at each step. Full audit trails and rollback capability. Zero-downtime approaches where possible.
Change management, training, and champion programs. We don't just move data—we bring your team along for the journey.
Clean shutdown of old systems, data archival for compliance, and final validation. Complete closure, not loose ends.
If your data exists somewhere, we can migrate it. Any source, any target. We've seen it all.
HubSpot
Pipedrive
Zoho CRM
Salesforce
Zendesk
Microsoft Dynamics
Front
Spreadsheets
Many MoreA phased approach that minimizes risk and keeps your business running throughout the transition.
Audit your current system—data volume, quality, customizations, integrations, and dependencies. Understand the full scope before planning.
Identify duplicates, gaps, and quality issues. Define cleansing rules. Execute data cleanup before migration—don't carry forward bad data.
Map fields from source to target, define transformation rules. Run test migrations to sandbox. Validate accuracy and completeness.
New system goes live alongside old. Data syncs between systems. Users start trying the new platform while old system remains available.
Final data sync and switchover. Typically over a weekend. Old system becomes read-only. New system is now the source of truth.
Validate everything migrated correctly. Archive old system data for compliance. Clean shutdown. 30-day support for any issues.
These aren't aspirational targets—they're the outcomes our clients consistently achieve.
Post-migration validation
Parallel running approach
User transition success
Every note, every interaction
Every record, every note, every attachment migrated with full audit trail. Our validation process ensures nothing falls through the cracks.
200+ successful migrations without critical data loss. Your history is safe with us.
Migration is a chance to fix years of data quality issues. We deduplicate, cleanse, and enrich as we migrate.
Start your new CRM with data you can trust, not garbage inherited from the old system.
Parallel running means old and new systems operate together during transition. Your team learns at their own pace.
Cutover happens when you're ready—no big-bang surprises or forced deadlines.
Migrating familiar data structure and workflows eases the transition. Your team recognizes their data, just in a better system.
80%+ user adoption within 30 days post-migration—not the typical months of resistance.
Given its complex and multi-step nature, CRM migration requires proper planning and technical expertise. Data mapping, schema differences, custom field handling, and integration reconnection all demand careful orchestration. A single mistake can corrupt years of customer history.
To ensure a smoother migration, consider partnering with an experienced IT provider like 3Li Global to manage the complexity, validate the results, and ensure your new CRM starts with clean, accurate data.
Migrate safely with 3Li Global
Straight answers to what you're probably wondering.
Depends on complexity. Simple migrations (clean data, few customizations): 4-6 weeks. Standard migrations (moderate customization, integrations): 8-12 weeks. Complex migrations (heavy customization, multiple systems): 3-6 months. We can often run phases in parallel to accelerate.
Not with us. Our methodology includes multiple validation checkpoints, test migrations, and parallel running periods. We don't cut over until you've verified everything migrated correctly. In 200+ migrations, we've never lost critical data.
We audit all custom fields, objects, workflows, and automations in your current system. Some migrate directly; others need to be rebuilt in the new platform. We document everything and ensure no functionality is lost—even if the implementation differs.
Integration planning is part of our assessment. We identify all connections, determine which need to be rebuilt, and sequence the work so integrations are ready when you cut over. No broken connections post-migration.
Absolutely—that's our recommended approach. Old and new systems run in parallel with data syncing between them. Your team learns the new system while the old one remains available as a safety net. You choose when to fully cut over.
We deduplicate records, standardize formats, fill in missing fields where possible, and validate data integrity. Migration is a unique opportunity to fix years of data quality issues—you start fresh in your new CRM with data you can actually trust.
Depends on complexity. Simple migrations (clean data, few customizations): 4-6 weeks. Standard migrations (moderate customization, integrations): 8-12 weeks. Complex migrations (heavy customization, multiple systems): 3-6 months. We can often run phases in parallel to accelerate.
Not with us. Our methodology includes multiple validation checkpoints, test migrations, and parallel running periods. We don't cut over until you've verified everything migrated correctly. In 200+ migrations, we've never lost critical data.
We audit all custom fields, objects, workflows, and automations in your current system. Some migrate directly; others need to be rebuilt in the new platform. We document everything and ensure no functionality is lost—even if the implementation differs.
Integration planning is part of our assessment. We identify all connections, determine which need to be rebuilt, and sequence the work so integrations are ready when you cut over. No broken connections post-migration.
Absolutely—that's our recommended approach. Old and new systems run in parallel with data syncing between them. Your team learns the new system while the old one remains available as a safety net. You choose when to fully cut over.
We deduplicate records, standardize formats, fill in missing fields where possible, and validate data integrity. Migration is a unique opportunity to fix years of data quality issues—you start fresh in your new CRM with data you can actually trust.
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Book a free 30-minute migration consultation. We'll assess your current situation and give you honest guidance on timeline, approach, and risks—whether you work with us or not.