CRM
Migration
Services
Switching CRMs? It sounds simple — until you’re staring down thousands of records, tangled workflows, and a team that can’t afford even an hour of downtime.
Mageplaza’s CRM migration service is here to help you. We don’t just “transfer data.” We handle migrations with precision, care, and zero disruption. Your contacts, custom fields, automation, history — all safely moved, all exactly where you need them. No chaos, no guessing, no gaps.
Let us handle the move safely and flawlessly!
Top CRM migration risks you should know
Data loss or corruption
Missing records, broken links, or incomplete data fields can happen easily if the migration isn’t handled carefully. Even one lost deal or contact can cost real money.
Downtime that disrupts your business
If the migration isn’t timed and tested properly, your team may lose access to essential customer data — slowing down sales, support, and internal operations.
Broken workflows and automation
If custom workflows, triggers, or pipelines aren’t rebuilt correctly, processes can break without anyone noticing — until it’s too late.
Security and compliance risks
Improper handling of sensitive customer data during the move can lead to security breaches or violations of regulations like GDPR, CCPA, or HIPAA — with serious legal and financial consequences.
All-in-one CRM migration services
If any of those above challenges concern you, Mageplaza is here to help with our full-suite CRM migration service.
Data migration
Mageplaza’s CRM data migration ensures a secure, complete, and error-free transfer of all essential records: leads, contacts, opportunities, tasks, notes, and more.
CRM to CRM migration
Switching platforms? From Salesforce to HubSpot or Zoho to Dynamics, our CRM migration service handles the full transition — mapping fields, translating logic, and configuring user roles. Your workflows stay functional, familiar, and frustration-free.
On-premise to cloud CRM migration
Still relying on a local server? We help you break free from outdated infrastructure by migrating your CRM to secure, scalable cloud platforms like AWS, Azure, or Google Cloud.
Custom CRM migration
Do you have an outdated or in-house CRM? Mageplaza can help you move to a more powerful and modern system. We’ll manage data extraction, transformation, and feature mapping — so nothing important gets lost along the way.
Workflow & automation rebuild
Our CRM migration service rebuilds your workflows, pipelines, automation, and scoring rules in the new system — fine-tuned for performance yet familiar to your team. So when you go live, everything just works.
Integration setup
We configure third-party tools and platforms to work seamlessly with your new CRM. This might include: Email services (e.g., Gmail, Outlook), marketing automation platforms (e.g., Mailchimp, Marketo), customer support tools (e.g., Zendesk, Intercom),...
Supported CRM platforms
Need help integrating another CRM?
Talk to our team
How do we migrate your CRM?
Mageplaza’s CRM migration process is built to minimize risk, maximize accuracy, and get you up and running fast.
Step 1
Initial consultation & assessment
What CRM are you using, what are you moving to, and why are you even doing this? We want the full picture. Then, we will pinpoint any potential challenges and set a timeline and scope for the migration process.
Step 2
Data mapping & planning
Then, we map data smartly. From contacts to custom fields, we translate your CRM language into the new system’s dialect. Every relationship, every tag, and every lead stays connected just the way you need it. No broken links, no confusion.
Step 3
Pre-migration testing
In a safe sandbox environment, we run a full migration simulation. You get to preview how things will look and feel—what’s working and what needs tweaking. This means zero surprises when it’s time to go live.
Step 4
Secure data migration
When it’s time to switch, we do it securely and swiftly. Your data moves through encrypted channels and is handled with care. We minimize downtime, verify accuracy, and keep you in the loop from start to finish.
Step 5
Post-move? We don’t ghost
Migration’s done, but we’re not. We stay on, clean up the edges, train your team, and tweak the flows. Need a fix? A tip? A last-minute change? Ping us. We’re still here.
Why choose Mageplaza for CRM migration services?
At Mageplaza, we treat that responsibility seriously — and deliver migrations that are smooth, secure, and worry-free.
Frequently asked questions (FAQs)
For most projects, we complete the migration within 5 to 15 business days. However, the timeline depends on the complexity of your CRM setup, including the volume of data, number of custom fields, and integrations involved. During the initial audit, we’ll give you a clear estimate based on your specific requirements.
Absolutely. We don’t just hand over the system and walk away. Mageplaza provides ongoing post-migration support to help your team transition smoothly. That includes troubleshooting, minor adjustments, and guidance on using the new CRM effectively. We're here to make sure everything works as expected — and keeps working.
All migrations are conducted using end-to-end encryption, secure protocols, and access controls to prevent unauthorized access. We follow GDPR, CCPA, and industry-standard practices to ensure your data remains private, protected, and fully compliant at every stage.
We evaluate and document your existing integrations during the planning phase. After migration, we reconnect and reconfigure your key integrations — such as email, calendars, marketing tools, or third-party apps — to ensure everything works seamlessly in your new CRM environment.
No — we take every precaution to ensure zero data loss. Our process includes comprehensive data mapping, multi-level validation, and backup procedures before and after migration. You can expect a complete and accurate transfer, with all essential records preserved and verified.