CRM Migration Services
CRM migration services move your contacts, deals, activities and attachments from one CRM to another without losing history or importing old mess. We treat it as a chance to clean data, rather than copy it blindly.
How we approach CRM migration services
Migrations go wrong in familiar ways: relationships between contacts, companies and deals break, notes and emails are left behind, custom fields are dropped, owners are reassigned randomly, and duplicates multiply. Teams also underestimate the cutover, so for a week leads land in both systems and nobody knows which is correct.
We start with a data audit of the old CRM to measure duplicates, empty fields and outdated records, and agree what to archive rather than move. Then we build a detailed field and object mapping, clean and deduplicate data, and run a trial migration into a sandbox. Your team checks sample records before the final run. The cutover plan freezes the old system at a set time, redirects forms and integrations, and includes a rollback option. After migration, we reconcile record counts and spot-check history.
- Processes mapped before anything is configured
- Clean, de-duplicated data migration
- Role-based training and support after launch
Working with Nians
One strategist owns your plan and brings in the specialists it needs. You hear from us every week, and every piece of work starts with an audit.
What our CRM Migration Services include
The usual building blocks. We drop what you don’t need and add what you do.
Requirements & process mapping
Your sales, finance and ops processes captured first.
Configuration
Pipelines, objects, permissions and automations set up.
Data migration
Clean, de-duplicated records moved safely.
Integrations
Website, marketing, accounting and support connected.
User training
Role-based training so adoption actually happens.
Post-go-live support
Hypercare, fixes and continuous improvement.
How we deliver
You see the plan before any work starts.
Requirements
Your sales, finance and operations processes captured first.
Configure
Pipelines, objects, permissions and automations set up.
Migrate
Data cleaned, de-duplicated and moved with checks at each step.
Train
Role-based training so people use the system from day one.
Support
Fixes and improvements after go-live, as real use shows gaps.
You may also be interested in
Case studies & resources
Real-world results and practical reading to help you plan your next step.
Client stories
How similar work has played out for other businesses.
Helpful resources
Guides, tools and articles our team recommends on this topic.
Questions we often hear
Straight answers to the things clients ask us most. If yours isn’t here, just ask.
Can we migrate email history and attachments to the new CRM?
How long does a CRM migration take?
How long does an implementation take?
Let’s plan your next stage of growth.
A free 30-minute session with a senior Nians strategist. You leave with a prioritised plan, whether or not you work with us.