Don't spend a week migrating your CRM yourself. Our migration concierge team handles the entire move — data export, import, validation, setup, and training — so your team is live on HelloGrowthCRM with zero downtime and zero data loss.
Data audit and export
Before anything moves, we audit your current CRM and guide your team through exporting contacts, deals, activities, and custom fields. The export is checked for completeness first — a clean export is the difference between a smooth migration and weeks of cleanup later.
Field mapping and pipeline rebuild
We map your existing data structure to HelloGrowthCRM's schema field by field, then rebuild your pipelines, stages, and custom fields exactly as they were. Your team should recognise their sales process on day one, not relearn it.
Import and validation
All records are imported into your new account and run through validation checks. Anything that does not import cleanly is flagged for manual review rather than silently dropped — zero data loss guaranteed.
Automations, templates, and team setup
Email templates, sequence scripts, and automation rules are migrated across, and your team accounts, roles, and permissions are set up to match how you work today.
Parallel run, training, and support
We run a parallel period with both CRMs live so nothing is lost in transition, deliver live training sessions tailored to your workflows, and include 30 days of post-migration support at no extra cost.
Every migration follows the same staged sequence: export and audit first, then field mapping, then a staged import with validation checks, a parallel period with both CRMs running, and finally go-live with training and support. Nothing is switched off until the new system is verified.
Book a Migration Call
30 min30-minute scoping call with a HelloGrowthCRM migration specialist. We'll assess your current setup and design the migration plan.
Data Export & Audit
1 dayWe guide your team through exporting your current CRM data. We audit the export for completeness before importing anything.
Import & Validation
1-2 daysWe import all records into your new HelloGrowthCRM account and run validation checks. We flag any records that need manual review.
Setup & Configuration
1-2 daysWe configure your pipelines, stages, custom fields, roles, and integrations to match your sales process.
Team Training
2-4 hrsLive training session for your team on HelloGrowthCRM — tailored to your specific workflows and use cases.
Go-Live & Support
Day 1 liveFlip the switch. Your team is live on HelloGrowthCRM with 30 days of post-migration dedicated support included.
The concierge team does the heavy lifting, but a handful of things on your side keep the migration on schedule:
Don't see your current CRM? We migrate from any CRM that can export to CSV. Contact us to confirm.
Included on Annual Plans
Migration concierge is included for free with all annual plan subscriptions (Growth and Enterprise). For monthly plan customers or teams over 100 users, a migration fee applies. Contact us for a custom quote.
Yes. HelloGrowthCRM holds a SOC 2 Type II attestation, which means our security and availability controls are independently audited over a sustained period — and your migration data is handled under those same audited controls. See our security page for details.
We regularly migrate teams from Zoho CRM, Salesforce, HubSpot, Freshsales, Pipedrive, LeadSquared, and WATI/AiSensy — and from spreadsheets or any CRM that can export to CSV. If your current tool is not listed, contact us to confirm before you book.
Migration concierge is included for free with all annual plan subscriptions (Growth and Enterprise). For monthly plan customers or teams over 100 users, a migration fee applies — contact us for a custom quote.
A typical migration completes in under a week from the scoping call to go-live. The exact timeline depends on how much data you have and how quickly your team can complete the export and review flagged records.
During the import and validation phase we run checks across all records and flag anything that needs manual review — including likely duplicates — so you decide how they are handled before go-live rather than discovering messy data afterwards.
Fill in the form and a migration specialist will reach out within 1 business day to schedule your scoping call.