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For sales and operations leaders

Our CRM is holding the team back, and we cannot afford a failed migration.

Replace an aging or over-customised system in controlled stages, with your data mapped, tested and verified before anyone is moved.

Plan the replacementThe migration approach
  • Data mapped and test-imported firstYou review sample results before full migration.
  • Old system stays until you decideNothing is switched off on our schedule.
  • Roles and permissions rebuilt on purposeAccess is designed again, not copied blindly.

Why the old CRM has become a liability

  • Years of customisation

    Fields, scripts and workarounds nobody fully understands make every change risky.

  • Duplicate and stale records

    Contacts and companies exist several times, with no clear source of truth.

  • Users avoid it

    Salespeople keep their own spreadsheets because entering data in the system costs too much time.

  • Reports nobody trusts

    Managers cannot rely on pipeline figures, so decisions fall back on opinion.

  • Locked in by the vendor

    Data export is limited and licences scale faster than the value you receive.

How we replace a CRM safely

  1. Audit what is really used

    We analyse fields, workflows, integrations and reports to see what the business depends on, and what can be dropped.

  2. Design the target model

    Pipelines, roles and records are redesigned around today's sales process.

  3. Clean and map the data

    Duplicates are resolved, fields mapped, and sample imports reviewed by your team.

  4. Run in parallel

    A pilot group works in the new system while the old one remains available for reference.

  5. Cut over and retire

    The full team moves, integrations are switched, and the old system is archived once you agree.

Replace, extend or integrate

Extend what you haveReplace with custom CRM
When it fitsThe tool is sound but under-configuredThe model and process no longer match the tool
DisruptionLowerHigher, managed in stages
Ongoing licence costContinuesReplaced by hosting and maintenance
FlexibilityWithin vendor limitsBuilt around your process

Typical timeline for a CRM replacement

Typical durations for this kind of work. Real timing depends on scope, integrations and how quickly decisions are made.

  1. Audit and target design

    2 to 4 weeks

    Usage review, data audit and the new model.

  2. Build first release

    6 to 12 weeks

    Core pipeline, permissions, reports and integrations.

  3. Migration and pilot

    3 to 5 weeks

    Test imports, pilot users and fixes.

  4. Full cutover

    1 to 2 weeks

    Final import, switch of integrations and support.

Questions about replacing a CRM

Will we lose history?

We migrate contacts, companies, deals, notes and activity as far as the source system lets us export them. We list anything that cannot be carried over before the migration, so there are no surprises.

Should we replace or extend?

We do not assume replacement is right. After the audit we compare extending, integrating and rebuilding, with costs and risks, and recommend one.

How do we keep selling during the switch?

The pilot group works in the new system first while the old one remains available. Cutover is planned for a quiet period and has a rollback option.

What about our integrations?

They are inventoried during the audit. Each one is rebuilt, replaced or retired, and tested before it goes live.

Tell us what is wrong with the current CRM.

We will say whether replacing it is justified and what a staged route would look like.

Plan the replacement

Tell us about your current CRM

Which system do you use, how long has it been in place, and what hurts most? Number of users and key integrations help.

We use your details only to answer this inquiry.