How long does a CRM migration take?

It depends on how much you have. A full migration with 18,000+ contacts, pipelines and automations took one month.

Will my team have to stop working during the move?

No. The old CRM stays on until the new one is tested end to end.

Can you migrate my automations?

They get rebuilt, because automations don’t transfer between platforms. I map the original logic first, so nothing is left out.

Do you clean the data during the migration?

Yes. Duplicates, empty fields and outdated records get handled before they reach the new CRM.

Will I lose my email history or notes?

Whatever the two platforms allow to be exported and imported comes with you. I tell you upfront what can’t move, before we start.

How do you keep the data safe during the move?

I work with the minimum access needed, test with a sample before the full import, and compare record counts between the old and new CRM before switching. Nothing is deleted from the old system until you confirm.

Do I need to buy a migration tool?

Usually not. Most migrations I do use the platforms’ own import and export tools. When a paid tool saves real time, I tell you upfront.

Who does what during the migration?

I handle the mapping, the migration, the rebuild and the testing. Your team answers questions about how you work today and tests the new CRM before the switch.

CRM Migration Services: Zero Data Loss, Zero Downtime

Quick answer

A CRM migration moves your contacts, deals, pipelines, automations and integrations from one CRM to another without losing data or stopping sales. I map everything first, migrate and test piece by piece, and keep your old CRM running until the new one is proven. A full migration of 18,000+ contacts took one month.

Signs it’s time to migrate
One exception: if the team doesn’t use the CRM you have, a new one won’t fix that. Fix the habit first.
Before anything moves, everything gets mapped: the full CRM migration checklist, with a mapping spreadsheet.
1. Your CRM can’t do what the business needs anymore, and workarounds are piling up
2. You pay for several tools that one platform could replace
3. Your current CRM doesn’t connect with the tools you use every day
4. Getting a simple report takes exports and spreadsheets
5. The price keeps going up while you use less of it

Migrations I’ve done
Moving from something else? Spreadsheets, HubSpot, Pipedrive or any CRM with an export or an API can be migrated. The method is the same.
1. FranConnect to GoHighLevel
2. Salesforce to GoHighLevel, and GoHighLevel to Salesforce
3. Kajabi to GoHighLevel
4. Klaviyo to GoHighLevel
5. systeme.io to GoHighLevel, and back
6. GoHighLevel to GoHighLevel, between agencies and accounts

Case: a wellness franchise network
A US wellness franchise network was paying for FranConnect and needed more from its CRM. I moved everything to GoHighLevel in one month: 18,000+ contacts, the pipelines, the automations and the integrations.
1. No data lost
2. No downtime: the team kept working in FranConnect until GoHighLevel was fully tested
3. US$22,800 a year saved in software costs

Read the case study

How I migrate a CRM

Check the path.

First I look at where you’re coming from and where you’re going, and whether either platform has a native way to help. GoHighLevel to GoHighLevel, for example, moves almost everything automatically.

Map everything.

Automations, funnels, pipelines, landing pages, forms, integrations. Everything that exists in the current CRM goes on the list, so we know the real size of the job. This is also when I check whether the new CRM can do all of it, or whether some piece needs a small system built around it.

Map the contacts.

What data each record has, what’s duplicated, what’s missing and where it should live in the new CRM.

Plan by importance.

The things the business can’t run without move first.

Migrate and test as I go.

Each piece is tested right after it moves, not at the end.

Run one big final test.

The whole flow, from a new lead to a closed deal.

Switch only when it works.

Your team keeps using the old CRM until then, so nobody stops working.

Document and train.

You get the documentation, and your team learns the new system before the old one is turned off.

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What usually goes wrong when you migrate alone

A laptop showing a spreadsheet and a contact list side by side during an import

Lost contact data. Fields that don’t match get dropped, and the history goes with them.
Broken automations. Automations don’t transfer between platforms. They have to be rebuilt, and rebuilding them without understanding the original logic is how follow-ups stop without anyone noticing.
Forgotten technical setup. Integrations, APIs, webhooks, email domains and tracking that worked in the old CRM and quietly stop working in the new one.

What moves and what gets rebuilt

Moves with the data	Gets rebuilt in the new CRM
Contacts and custom fields	Automations and workflows
Companies	Forms and landing pages, in most cases
Deals and pipeline stages	Integrations, APIs and webhooks
Tags and lists	Email sending domain and DNS
Notes and history, where the platforms allow it	Reports and dashboards

Migrating to GoHighLevel
Most of my migrations end in GoHighLevel. What to expect from each starting point:
Everything that gets rebuilt on the other side is part of a GoHighLevel setup.
1. From Salesforce:contacts, companies, opportunities and custom fields map well. Custom code, complex permissions and reports get redesigned for how GoHighLevel works.
2. From Kajabi:contacts, tags and purchase history come over. Courses and memberships get rebuilt in GoHighLevel’s membership area.
3. From Klaviyo:profiles, lists and consent come over. Flows get rebuilt as GoHighLevel workflows, and a dedicated sending domain is set up from day one to protect deliverability.
4. From systeme.io:contacts and tags come over. Funnels and email sequences get rebuilt.
5. From another GoHighLevel account:snapshots move almost all of the setup automatically. Contacts and conversations move separately.

Should you migrate at all?

Only if your current CRM has hit its limit. If the team isn’t using the basics of what you already have, a new CRM won’t change that. Sometimes the best migration is the one you don’t do, and I’ll tell you if that’s your case. Fixing what you have is part of CRM implementation.

FAQ

Frequently asked questions

How long does a CRM migration take?
It depends on how much you have. A full migration with 18,000+ contacts, pipelines and automations took one month.
Will my team have to stop working during the move?
No. The old CRM stays on until the new one is tested end to end.
Can you migrate my automations?
They get rebuilt, because automations don’t transfer between platforms. I map the original logic first, so nothing is left out.
Do you clean the data during the migration?
Yes. Duplicates, empty fields and outdated records get handled before they reach the new CRM.
Will I lose my email history or notes?
Whatever the two platforms allow to be exported and imported comes with you. I tell you upfront what can’t move, before we start.
How do you keep the data safe during the move?
I work with the minimum access needed, test with a sample before the full import, and compare record counts between the old and new CRM before switching. Nothing is deleted from the old system until you confirm.
Do I need to buy a migration tool?
Usually not. Most migrations I do use the platforms’ own import and export tools. When a paid tool saves real time, I tell you upfront.
Who does what during the migration?
I handle the mapping, the migration, the rebuild and the testing. Your team answers questions about how you work today and tests the new CRM before the switch.

PEOPLE I HAVE WORKED WITH

What clients say

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**Jackie Vick**Business Guide · Jackie Vick Growth Partners

**David Leavitt**CEO and Managing Director · CxO Advisory, LLC

**Breandan Filbert**Managing Partner · Salezworks

**Natalia Nogueira**Founder & Strategic Consultant · Natália Nogueira Tech

**Kevin Cardoso**Owner · Kevin Cardoso Pro

**Tim Young**Owner and attorney · Jones Act Law

See all testimonials

About me

Lucas Nobre

I'm Lucas Nobre, a freelance marketing and CRM specialist based in Fortaleza, Brazil. I started as a software developer at HP, which is why I test everything before it goes live.

Since 2021 I've built 150+ GoHighLevel sub-accounts and 100+ websites across 20+ industries, for clients in the US and 6+ other countries. Certified by CXL and the Interaction Design Foundation. My client work is under NDA, so names stay private.

Email me

Moving to a new CRM?

Email me where you are and where you want to go. I’ll reply with what moves, what gets rebuilt and the timeline.