Data migration
We move your customers and deals across
Customers, deals, conversation history and documents migrate without losses, and your sales team keeps working throughout.
What's included
Migration from popular CRMs
We take customers, deals, tasks and their history out of your current system.
Import from spreadsheets
Excel and Google Sheets work too: we map your columns onto the system's fields.
Verification afterwards
We check record counts and sample the data so that nothing is lost on the way.
No downtime
Your team keeps working — the switch happens at a moment you agree to.
How we work
- 1
Review the data
We assess volume and content and agree what moves and what can stay archived.
- 2
Test migration
We move a portion of the data and show the result, so you can see everything is in place.
- 3
Full migration
The rest is moved and verified.
- 4
Go live
Your team starts working in the system, and we stay close in case of questions.
Frequently asked questions
Which systems do you migrate from?
Most popular CRMs and spreadsheets. Tell us what you use now and we will confirm.
Does chat history come across?
It depends on what the source system exports. Some history may be technically unavailable — that becomes clear at the first step.
Can I migrate customers only?
Yes, you decide what gets moved.
Tell us about your task
Describe what needs doing and we will reply with an estimate and a timeline — usually within one working day.