CRM Migration | Chat Genius AI
Zero Downtime Migration

Move Your CRM Data. Lose Nothing.

Move your existing CRM data to our platform without losing a single contact. We handle the migration, mapping and cleanup. Zero downtime. You keep working while we move everything across.

7-day money-back guarantee. Cancel anytime.

The Problem

Your contacts are scattered across six places, and the thought of moving them keeps you stuck.

Mailchimp has 1,200 names. HubSpot free has another 800. There is a ServiceM8 export sitting in Downloads, three spreadsheets your office manager keeps "just in case", and the rest live in your iPhone contacts. You know a proper CRM would change the business. You also know that moving 3,000 contacts plus tags, custom fields, deal history, and five years of notes is a weekend you do not have. So you stay on the broken setup. Another quarter goes by.

The Fix

We extract, map, deduplicate, and import. You wake up Monday with everything in place.

We pull every record out of every source you currently use. Fields get mapped cleanly so a "Mobile" in HubSpot lands as "Mobile" in the new CRM, not "Phone 2". Duplicates get merged using fuzzy matching on name, email, and number. Tags, notes, deal history, and custom fields all carry across. We run a full test migration first against a sandbox, you sign off on a sample of 50 records, then we execute the real move on a Saturday night. Most two-week migration projects we finish in three days. Zero data loss, zero downtime, zero spreadsheets to babysit.

What You Get

A Clean, Complete Migration With Zero Hassle

Full Data Migration

Every contact, every note, every deal, every tag. We move your entire CRM database across to the new platform. Nothing gets left behind.

Field Mapping

Your old CRM fields get mapped to the new system correctly. Custom fields, labels, categories. Everything lands where it should, ready to use from day one.

Duplicate Cleanup

We identify and merge duplicate contacts during the migration. Start fresh with a clean, accurate database instead of carrying years of messy data forward.

Contact Verification

Every contact gets verified during the move. Invalid emails flagged, phone numbers checked, incomplete records highlighted. Your new CRM starts clean.

Historical Data Preserved

All your historical data comes with you. Past conversations, previous deals, old notes. Your team keeps full context on every contact.

Training on New System

Once the migration is done, we walk your team through the new system. How to find contacts, manage deals, use automations. No one gets left behind.

Simple, Transparent Pricing

One Setup. Ongoing Support.

We handle the hard part. You keep working.

CRM Migration

£497 setup
+ £29 /month

Move your data without losing a single contact

  • Full data migration from your current CRM
  • Custom field mapping
  • Duplicate cleanup and merge
  • Contact verification
  • Historical data preserved
  • Team training on the new system
  • 7-day money-back guarantee

7-day money-back guarantee. Cancel anytime.

Your data is too valuable to lose in a messy migration. Let us handle it.

Book a free 15-minute Success Session. We will assess your current CRM, plan the migration and give you a clear timeline for the move.

£497 setup + £29/month. 7-day money-back guarantee.