Flawless CRM Migrations

Move your data without losing your mind. We handle complex migrations between HubSpot, Salesforce, and legacy systems so your revenue team never misses a beat.

The Migration Nightmare

Why do so many CRM migrations fail?

You've finally made the decision to upgrade your CRM. But the excitement quickly fades when you realize the monumental task ahead. Moving from one system to another isn't just a copy-paste exercise—it's a high-stakes operation where one wrong move can corrupt your entire historical dataset.

Startups often attempt DIY migrations to save money, only to face disastrous consequences: deals disconnected from companies, lost email histories, broken reporting, and a sales team that refuses to use the new system because "the old one worked better."

When data is messy or relationships are complex, native import tools fail. You need a structured, programmatic approach to ensure every record, note, and activity finds its proper home in the new architecture.

Our Migration Methodology

Precision engineering for your revenue data.

At Covert Revenue, we treat your CRM data like the critical asset it is. We don't just move data; we transform it. Our methodology ensures that your new system isn't just a replica of your old problems, but a streamlined engine built for your next phase of growth.

We use enterprise-grade ETL (Extract, Transform, Load) processes to map complex relational data. Whether you have custom objects, intricate parent-child company hierarchies, or years of activity history, we ensure perfect fidelity.

Beyond the technical execution, we manage the change. We architect the new system for maximum adoption and train your team so they hit the ground running on day one.

Common Migration Paths

We've navigated these waters before.

Salesforce to HubSpot

Move your complex data model to a more modern, user-friendly interface without losing historical context, custom objects, or critical automations. We ensure a seamless transition that boosts adoption.

HubSpot to Salesforce

Scaling beyond HubSpot's capabilities? We architect your new Salesforce instance to handle complex enterprise requirements, migrating your data with perfect fidelity and setting up robust permissions.

Spreadsheets to CRM

Still running your startup on Google Sheets or Airtable? We'll graduate your team to a professional CRM, mapping your ad-hoc processes into scalable, structured workflows built for growth.

Pipedrive/Close to Enterprise CRM

Outgrown your starter CRM? We'll migrate your pipelines, activities, and communication history to a system that can support your next phase of scale, whether that's HubSpot or Salesforce.

What's Included

A comprehensive, end-to-end service.

Data Mapping & Architecture

Complete field-level mapping documentation and custom architecture design for your target CRM.

Data Cleansing

Deduplication, formatting standardization, and archiving of obsolete records before the move.

Relational Migration

Moving not just flat records, but maintaining the complex web of relationships between contacts, companies, deals, and activities.

Validation & Training

Rigorous QA testing post-migration, followed by customized training sessions for your sales, marketing, and CS teams.

How We Work

Our proven 5-step migration process.

Discovery & Data Mapping

We audit your existing system, understand your business processes, and create a comprehensive field-level mapping document. No data point is left behind in our planning phase.

Architecture & Sandbox Build

Before moving a single record, we architect the new system. We configure custom objects, fields, pipelines, and permissions in a sandbox environment for your review.

Data Cleansing & Trial Run

Migration is the perfect time to clean house. We deduplicate records, standardize formats, and run a partial migration to validate our mapping and catch edge cases.

The Big Move

We execute the full migration, typically over a weekend to minimize disruption. Our scripts handle complex relational data, ensuring contacts stay attached to the right companies and deals.

Validation & Training

We rigorously test the new system against the old one. Once validated, we conduct tailored training sessions for your team to ensure immediate adoption of the new platform.

Pricing

Transparent pricing based on complexity, not just record count.

Custom Quoted

Starting at $5,000

Every migration is unique. We price based on the complexity of your data model, the number of systems involved, and the volume of historical data to be moved.

Fixed-fee engagements (no hourly surprises)
Includes data cleansing & deduplication
Includes team training & documentation

Frequently Asked Questions

How long does a typical CRM migration take?+

For most VC-backed startups (Seed to Series B), a full CRM migration takes between 4 to 8 weeks. This includes discovery, data cleansing, architecture, the actual migration, and team training. The exact timeline depends on data volume, system complexity, and how much historical data needs to be moved.

Will we experience downtime during the migration?+

We minimize disruption by executing the final data cutover during a weekend or off-hours. Your team will stop using the old system on a Friday afternoon and log into the fully populated new system on Monday morning. We handle the heavy lifting while your team rests.

What happens if data doesn't map perfectly between systems?+

Different CRMs have different data models. During the discovery phase, we identify these gaps and propose solutions—whether that means creating custom objects in the new system, transforming the data via scripts, or restructuring your process to fit modern best practices.

Do you handle email and calendar integrations?+

Yes. Reconnecting email, calendar, and other critical integrations (like marketing automation, billing, or customer success tools) is a core part of our migration process. We ensure your tech stack is fully operational on day one.

What if our current data is a complete mess?+

You're not alone. A migration is the best opportunity to clean up technical debt. We build data cleansing into our process—deduplicating records, standardizing naming conventions, and archiving obsolete data before it enters your pristine new system.

Ready for a seamless migration?

Stop worrying about data loss. Let our experts handle the heavy lifting so your team can focus on closing deals.