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MigratezCRM data migrations

Your CRM is more than records. Your migration should be too.

Migratez moves everything your new CRM can hold: records, custom fields, history and the relationships your business depends on.

For teams switching CRMs and partners migrating client data.

Connect your source CRM with read-only access to see your record count and price. Nothing moves until you ask. How we handle your data.

Run migrations for clients? Explore partnership options.

Supported now

Move between these CRMs.

Attio, Close, HubSpot, Pipedrive, Salesforce and Zoho. Choose your migration to see which data moves, any limits and the starting price.

30

supported migrations

6

supported CRMs

  • HubSpot
  • Salesforce
  • Zoho
  • Pipedrive
  • Close
  • Attio
  • HubSpot
  • Salesforce
  • Zoho
  • Pipedrive
  • Close
  • Attio
  • HubSpot
  • Salesforce
  • Zoho
  • Pipedrive
  • Close
  • Attio

Browse supported migrations. Need another CRM? Tell us what you use.

See the plan

Keep the fields, history and connections that matter.

See what your new CRM can hold before you commit. The plan covers your custom fields, activity history and relationships between records.

Leave unused custom fields behind. Where possible, we create fields for data that has no matching field in your new CRM.

No.What arrivesIn
01

Keep records connected

Keep deals linked to contacts and companies, and activities linked to their records, within the limits of your new CRM.

02

Your custom fields come with you

We find your custom fields and create them in the destination before migrating their records.

03

Bring your history

Bring the activity history your destination supports. Your migration page lists what can transfer, including attachment limits.

04

Match owners, pipelines and stages

We match them to the users and stages in your new CRM.

05

Review changes before the run

The plan flags values that change during migration, and the original value comes across beside the new one.

06

Keep data with no matching field

Where possible, we create a field in your new CRM to hold it.

07

Review the plan before you commit

The free assessment shows record counts and custom field usage. The plan shows which data moves and what each value becomes.

08

Know the limits before you pay

Anything your new CRM cannot hold is flagged before you pay.

A Contacts migration plan showing standard fields, custom fields and how often each field is filled in.
Demo output. Our HubSpot demo uses synthetic records. This Contacts plan shows custom fields and how often they are used. View at full size. See the full demo assessment.

Demo output from our own system. Synthetic records, not customer data.

During the run

Follow progress. Undo if you need to.

A CRM migration in progress, showing completed record types, their counts and the current step.
Demo output. Our HubSpot demo uses synthetic records. See completed record types and live progress for the current step. View at full size. See the full demo assessment.

Demo output from our own system. Synthetic records, not customer data.

Your source CRM stays untouched

Migratez reads your source and never writes back to it.

Paused runs resume

Progress is saved. If a run pauses, it resumes where it stopped without duplicating records.

Rerun without duplicate records

Migrated records stay linked to their originals, so later runs update what is already there.

You can undo the migration

One action removes the records we added. Created fields and shared catalogue data remain.

A 30-day money-back guarantee, from the day your migration completes. Read the terms.

For implementation partners

You lead the implementation. We handle the migration.

Keep the client relationship and focus on their new CRM. We provide the migration plan, price and a named person to run it.

Scope before you quote

Get record counts, custom field usage and a migration price before quoting your client.

Give your client a clear plan

Show which data moves, what gets created and any limits before the migration.

Focus on the implementation

We migrate the data. You lead discovery, CRM configuration, process design and adoption.

Compare referral and co-delivery on the partner page.

Who runs this

Know who is moving your data.

I am Sushant. I built Migratez and run every migration myself. Follow progress in the product. If something needs attention, I email you.

Your source stays read-only. You review the plan before the run, and you can undo the migration.

Sushant GuptaFounder
Ask me a question
How it works

From free assessment to your new CRM.

No.

Step

  1. 01

    Choose your CRMs

    Pick the CRM you are leaving and the one you are moving to.

    You
  2. 02

    Connect

    Connect your source CRM with read-only access. Connect the destination next, with permission to create fields and records. Need an admin to authorize access? Send them a connection link. No password sharing.

    You
  3. 03

    Assess the data

    See record counts, custom field usage and a price based on record count. Connect the destination to check what it can hold. Neither assessment writes anything to either CRM.

    Automatic, and free
  4. 04

    Review the plan

    Review which data moves, what each value becomes and any limits. Choose which optional fields to include.

    You
  5. 05

    Run the migration

    We run the migration and stay reachable. You follow progress in the product.

    Us
  6. 06

    Verify and switch over

    Check the destination, bring across anything that changed in the source and switch over. Or undo it and retry.

    You, with us
Questions

Before you connect your CRM.

Can I run the migration myself?

You run the free assessment and approve the plan. We run the migration and stay reachable. You make the decisions without managing migration scripts.

Do I have to connect both CRMs to see a price?

No. Connect only your source CRM to see record counts and a price. Connect the destination afterwards to complete the plan.

How can an implementation partner use Migratez?

Refer a client to us, or include the migration in your project and stay their main contact. Start with a free assessment to scope the work.

How partners work with Migratez

What if the new CRM cannot hold some of my data?

The plan flags any limits before you pay. Where possible, we create a field for data with no matching field. Anything that cannot transfer is listed for you to review.

What does undo remove?

It removes the records Migratez added, in reverse order. Fields created for the migration remain but are empty. Shared catalogue data also remains because other work in the destination may depend on it.