Migrate your CRM data without losing a single record

A simple migration from a spreadsheet or a well-structured CRM with one entity type takes 2 to 3 weeks. A typical mid-complexity migration (Salesforce, HubSpot, or Dynamics with 5 to 10 years of history, activity data, and document attachments) takes 4 to 8 weeks. A complex migration from a legacy or bespoke system with unusual schemas can take 10 to 12 weeks. Discovery upfront sets the realistic timeline.

Migration-only engagements range from £5,000 for a small spreadsheet consolidation to £25,000+ for large, multi-system legacy migrations. When migration is part of a larger bespoke CRM build, migration effort typically accounts for 30 to 40 per cent of the total build cost, which is why discovery is explicit about it.

No. We run a parallel-running period where both systems are available and your team continues using the source system for daily work while validating the new system against real data. Final cutover happens over a weekend or out-of-hours window, typically with under an hour of read-only downtime and no data loss. The rollback plan is documented before go-live.

Data is extracted under a signed Data Processing Agreement, encrypted in transit and at rest, stored in UK or EU data regions, and deleted from our systems after the migration is successfully completed and signed off. No unencrypted exports on shared drives, no copies lingering in email attachments, and no third-party data processors without your written consent.

Usually yes. For Salesforce, HubSpot, Dynamics, and most major platforms we can work from a one-time export, a database backup, or a read-only API key that survives licence expiry by a short window. For truly locked-out systems, we work from whatever export files you have and accept the fidelity trade-off honestly rather than pretending it is not there.

We flag anomalies during the audit phase (duplicate records, orphan relationships, invalid email formats, date-of-birth entries in the future) and resolve them with your team before loading. Data cleansing is an explicit phase, not a hidden assumption, and the decisions made (merge rules, default values, exclusions) are documented so they can be audited.

Every migration has a documented rollback plan tested before go-live. If a critical issue surfaces post-cutover, we revert to the previous state without data loss, diagnose the root cause, and re-execute with the fix applied. Rollback is a design-time requirement, not a hopeful afterthought.

Yes. Document attachments, email history, call logs, and activity records migrate alongside the structured data with their original timestamps and user attribution preserved. The resulting record in the new system looks the same as it did in the source, with the same history visible to the same users.