Data Intelligence
CRM Setup
& Migration
Move to the right CRM without losing a single record. We handle the full process, from data audit through to go-live.
Get in TouchWhat you get
Four things we guarantee
A CRM migration is a chance to fix how your business tracks customers, not just move the same records to a new tool. We approach it that way.
01
Zero data loss
Every contact, deal, note, and historical record transferred and confirmed before your team touches the new system. We verify completeness at every stage.
02
No forced downtime
Your team keeps working throughout. We manage the migration in the background and hand over when everything is confirmed, with no abrupt transitions.
03
Built around your workflows
We configure the new CRM around how your team actually operates, not around generic templates. Pipelines, fields, and automations set up before launch.
04
Team onboarding included
Your team receives clear onboarding so they can use the new system confidently from day one, without relying on us for every question.
When to use this
Common scenarios
Scaling up from a starter CRM
You have outgrown your current platform and need to move to something more capable, without losing your history or disrupting your sales team mid-quarter.
Consolidating after an acquisition
Two organisations, two databases. We merge them: deduplicating contacts, reconciling records, and building a single clean source of truth.
Moving off spreadsheets
Customer data spread across spreadsheets and shared drives is a risk at every stage of growth. We move it into a proper CRM, structured from the start.
Reducing platform costs
Switching to a more cost-effective platform without sacrificing the features your team depends on. We handle the technical lift so nothing gets left behind.
How it works
Our process
Data audit
We assess your current data: what exists, where it lives, how it is structured, and what needs cleaning before the move.
Cleansing & preparation
Duplicate records merged, formats standardised, and data structured to match the field mapping of your destination CRM.
Migration & verification
Data transferred to the new system with a full verification check. Every record confirmed before we sign off.
Configuration & handover
Pipelines, automations, and user permissions configured. Team onboarded and ready to go.
Related services
Ready to make the move?
Tell us your current setup and where you want to end up. Proposal within one business day.
support@automyx.io · Africa & London