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