Field mapping, historical deals, notes, and attachments, migrated and validated before your team ever logs in. Most teams are fully cut over in under two weeks.
The same process whether you're moving 2,000 records or 2 million.
A solutions engineer reviews your current CRM's schema, custom fields, and integrations on a 30-minute call, then pulls a full export, deals, contacts, companies, notes, attachments, and activity history.
Our migration tooling maps your existing fields, stages, and custom objects onto a Softmatica workspace, flagging anything ambiguous for a human to confirm rather than guessing silently.
Your new workspace runs alongside your old CRM for a few days. Record counts, deal values, and pipeline stages are reconciled automatically so mismatches surface before anyone relies on the new system.
Once validation passes, we schedule a live cutover with zero downtime, followed by role-specific onboarding sessions so reps, managers, and admins are productive on day one.
If validation turns up a mapping error after go-live, we correct it at no charge, no questions asked, for 90 days after cutover.
One engineer owns your migration end to end, not a rotating support queue. You get a direct line to them for the full engagement.
Your team keeps working in the old CRM right up until cutover. There is no blackout window where nobody can log a deal.
“We'd put off leaving SugarCRM for two years because migrations always sounded like a nightmare. Ours took nine days, and the parallel-run report is what finally got our CFO comfortable signing off on cutover day.”
Tell us what you're moving from and we'll scope the timeline before you commit to anything.