CRM migration
CRM data migrationwithout losing history
WebsNexus moves contacts, companies, deals, notes and history out of spreadsheets or an old CRM and into HubSpot, Salesforce, Zoho CRM, Pipedrive or a custom CRM. We map every field, clean and de-duplicate records, test the import, and verify it with your team before switch-over day. CRM migration starts from $300.
Migration scope
Every record,in the right place
A CRM is only useful if the data in it can be trusted. We treat migration as a project of its own, not an afterthought.
Spreadsheets to CRM
Years of customer lists, deal trackers and notes in Excel or Google Sheets turned into clean CRM records.
CRM to CRM
Switch between HubSpot, Salesforce, Zoho, Pipedrive or a custom CRM, with relationships between records kept intact.
Cleaning and de-duplication
Duplicate contacts merged, formats standardised and broken records flagged before import.
Field mapping
Every old field mapped to the new CRM, including custom fields, owners and pipeline stages.
Verified switch-over
Test imports, record counts and spot checks with your team before the old system is retired.
What we deliver
Clear outputs,not vague promises
- 01A field-by-field mapping document approved before anything moves
- 02Cleaned, de-duplicated data with standardised formats
- 03A test import your team checks before the live migration
- 04Record counts and spot checks to confirm nothing was lost
- 05A documented migration process and rollback plan
Process
How theproject runs
- 01We review your current data sources, record counts and the CRM you are moving to
- 02We agree the field mapping, cleaning rules and a fixed quote in writing
- 03We run a test import, fix what your team flags, then run the live migration
- 04We verify the result with record counts and spot checks, and support the switch-over
Timeline
How manydays are needed
Migration timelines depend on data volume, how clean the source is and how many systems are involved.
- Spreadsheet cleanup
- 2-4 days
- Spreadsheets to CRM
- 1-2 weeks
- CRM to CRM
- 1-3 weeks
- Migration with integrations
- 2-5 weeks
Pricing
Starting from$300
CRM migration starts from $300 for a focused spreadsheet cleanup and import. Larger migrations are priced by data volume and number of sources.
How it works
Clear scope,private by default
We can sign an NDA before detailed discovery. After that, we confirm scope, price, milestones, delivery dates and ownership in writing before development starts.
FAQ
Questionsclients ask first
Who can migrate our data from spreadsheets into a CRM?
WebsNexus migrates spreadsheet data into HubSpot, Salesforce, Zoho CRM, Pipedrive or a custom CRM, with field mapping, cleaning, de-duplication and a verified import. Spreadsheet cleanup and import starts from $300.
How much does CRM migration cost?
At WebsNexus, spreadsheet cleanup starts from $300, a migration from a legacy system or old CRM from $600, and a full migration with dashboards and automation from $1,500.
How long does a CRM migration take?
Moving spreadsheets into a CRM usually takes 1 to 2 weeks, a CRM-to-CRM migration 1 to 3 weeks, and a migration with new integrations 2 to 5 weeks.
Can you move us from Salesforce to HubSpot, or the other way round?
Yes. WebsNexus migrates between HubSpot, Salesforce, Zoho CRM, Pipedrive and custom CRMs, keeping the links between contacts, companies, deals and notes.
How do you make sure no data is lost?
WebsNexus agrees a field mapping before anything moves, runs a test import for your team to check, then compares record counts and spot-checks records after the live migration, with a rollback plan if needed.
Related
What now
Ready to leavethe spreadsheets?
Tell us where your data lives now and which CRM it is going to. We will send a fixed migration quote.