White-Glove Migration — Included on Annual Plans

Migration Concierge — We Move Your CRM for You

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.

Book a Migration Call See Migration Guides

< 1 week typical migration

Zero data loss guaranteed

30-day post-migration support included

What's Included in the Concierge

Audit your current CRM and export all contacts, deals, activities, and custom fields

Map your existing data structure to HelloGrowthCRM's schema

Import and validate all records — zero data loss guaranteed

Rebuild your pipelines, stages, and custom fields exactly as they were

Migrate email templates, sequence scripts, and automation rules

Set up your team accounts, roles, and permissions

Run a parallel period with both CRMs so nothing is lost in transition

Train your team on HelloGrowthCRM workflows — live sessions included

Provide 30-day post-migration support included at no extra cost

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.

The Migration Process

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 min

30-minute scoping call with a HelloGrowthCRM migration specialist. We'll assess your current setup and design the migration plan.

Data Export & Audit

1 day

We guide your team through exporting your current CRM data. We audit the export for completeness before importing anything.

Import & Validation

1-2 days

We import all records into your new HelloGrowthCRM account and run validation checks. We flag any records that need manual review.

Setup & Configuration

1-2 days

We configure your pipelines, stages, custom fields, roles, and integrations to match your sales process.

Team Training

2-4 hrs

Live training session for your team on HelloGrowthCRM — tailored to your specific workflows and use cases.

Go-Live & Support

Day 1 live

Flip the switch. Your team is live on HelloGrowthCRM with 30 days of post-migration dedicated support included.

What We Need From You

The concierge team does the heavy lifting, but a handful of things on your side keep the migration on schedule:

Access to export data from your current CRM — we guide your team through the export step by step, but someone on your side needs admin rights to run it.

A point of contact for mapping decisions, so questions about custom fields, stages, or ownership get answered quickly instead of stalling the import.

Time for the 30-minute scoping call up front and the live training session before go-live.

A quick review of any records we flag during validation, so you sign off on how edge cases and likely duplicates are handled.

Supported Migration Sources

Zoho CRM Salesforce HubSpot Freshsales Pipedrive LeadSquared WATI / AiSensy Any CSV export

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.

Migration Concierge FAQs

Is my data safe in transit during the migration?

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.

Which CRMs can you migrate from?

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.

Does the migration concierge cost extra?

How long does a typical migration take?

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.

What happens to duplicate 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.

Book Your Migration Call

Fill in the form and a migration specialist will reach out within 1 business day to schedule your scoping call.