CRM SWITCH SUPPORT

Leave CRM Friction Behind

Move contacts, deals, and tasks out of old CRM systems. We set up your pipeline, automate busywork, and help your team go live fast.

Start free trial Book a call

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Connected stack

Northwind Labs

01

Import data, set pipelines, and keep sales work moving on day one.

02

Northwind Labs

03

Vertex Forge

04

Orion Ledger

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Northwind Labs

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Vertex Forge

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Orion Ledger

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Apex Harbor

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Pioneer Stack

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Summit Trail

PLATFORM FEATURES

Move Off Old CRM

Move contacts, deals, notes, and tasks with field maps and test runs.

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CRM Data Migration

Move contacts, deals, notes, and tasks with field maps and test runs.

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Pipeline Setup

Build sales stages, owners, and close rules that match your team.

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Contact Import

Clean CSVs, keep tags, and map each field before go-live.

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01

Workflow Automation

Set alerts, lead routing, and task creation to cut admin work.

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02

Sales Onboarding

Give reps a clear start with setup notes, live help, and checklists.

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03

Switch-Over Help

Plan cutover day, check syncs, and keep sales moving during the handoff.

BUILT FOR SWITCHOVERS

Who Gets Value Fast

Move fast from spreadsheets or old CRMs without hiring a full ops team.

01

CRM Data Migration

Move contacts, deals, notes, and tasks with field maps and test runs.

02

Pipeline Setup

Build sales stages, owners, and close rules that match your team.

03

Contact Import

Clean CSVs, keep tags, and map each field before go-live.

04

Workflow Automation

Set alerts, lead routing, and task creation to cut admin work.

Closed laptop with SSD, power bank and folded mailer on concrete, shot through blurred glass.

Use case 01

For Startup Founders

Move fast from spreadsheets or old CRMs without hiring a full ops team.

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Use case 02

For Sales Ops Teams

Clean data, set rules, and keep the pipeline steady during the switch.

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Use case 03

For RevOps Leaders

Set up reports, workflow steps, and team handoff with less manual work.

48 hrs

average first import

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48 hrs

average first import

99.8%

field match accuracy

25k+

contacts moved per project

7 days

typical team go-live

PRICING

Pick Your Plan

One CRM move Up to 5,000 contacts Basic pipeline setup One field map review Single cutover call

per team / mo

Starter

$49

One CRM move

Up to 5,000 contacts

Basic pipeline setup

One field map review

Most popularPopular

Growth

$129

Two CRM moves

Up to 25,000 contacts

Workflow automation rules

Two tool handoffs

annual plan

Enterprise

Custom

Multi-team migration plan

Unlimited custom fields

Legacy CRM exit checklist

Sandbox test cutover

Proof

What Teams Say

Verified

“We moved 18,000 contacts in one week and kept sales live the whole time.”

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Maya Chen

VP Sales Ops @ Northstar Labs

Verified

“The pipeline setup matched our process on day one, so reps had less cleanup.”

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Eli Turner

Head of RevOps @ ClearPeak

Verified

“Cutover day was calm. We knew what to test and who owned each step.”

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Nadia Brooks

Sales Director @ Harborline

Integrations

Slack

Import data, set pipelines, and keep sales work moving on day one.

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Slack

Slack

Import data, set pipelines, and keep sales work moving on day one.

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GitHub

GitHub

Import data, set pipelines, and keep sales work moving on day one.

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Jira

Jira

Import data, set pipelines, and keep sales work moving on day one.

Graphite stone and metal modular blocks with a clear spacer bar on a dark stone plinth.

Notion

Notion

Import data, set pipelines, and keep sales work moving on day one.

The Map

The Map

Journal

Read the CRM Switch Guide

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Questions

Common Questions

Quick answers before visitors choose a product, service, or next step.

01Can you move data from HubSpot or Salesforce?+

Yes. We map fields, move contacts and deals, then test the import before cutover day.

02Do you set up pipelines too?+

Yes. We build stages, owners, and deal rules so the new CRM fits how your team sells.

03How long does a switch take?+

Small teams can go live in days. Bigger moves take longer based on data size and tools.

04Will my team need training?+

We give short onboarding calls, setup notes, and a handoff plan for reps and managers.

05Do you help after launch?+

Yes. We stay on hand for cutover checks, sync issues, and the first round of fixes.

06What if we use several tools?+

We help connect Slack, Jira, Notion, and more so your CRM fits the rest of your stack.

Get CRM Switch Tips

Get short notes on data moves, pipeline setup, and launch checks for teams leaving old CRMs.