CRM Migration Checklist: Switch Without Losing Deals
7 min read
A practical checklist for moving contacts, deals and automations to a new CRM.
Before you export
Clean your data first: dedupe contacts, close dead deals, and standardise stage names. Migrating mess only moves the mess.
Document your current pipeline stages and required fields so you can rebuild them intentionally.
The migration itself
Import companies, then contacts, then deals — in that order, so relationships resolve correctly.
Rebuild automations manually rather than replicating old ones blindly; most teams find half of them were unused.
After go-live
Keep the old CRM read-only for 60 days, run both reporting sets for one month, and train on the new pipeline before switching off exports.