Focus on configuring the CRM and helping your client's team use it. We move their data, with a named person responsible for the migration. We will not sell your client implementation services.
For Salesforce consultancies, HubSpot Solutions Partners and RevOps firms serving small and mid-sized businesses.
Supported CRMs: Attio, Close, Freshsales, HubSpot, Pipedrive, Salesforce and Zoho. Missing your client's CRM? Tell us what you need.
The client relationship is yours. Migratez sells the migration and nothing beyond it: no implementation, no configuration and no process work, and we will not offer any of that to a client you brought us.
Introduce us, then step back. We work directly with your client on the migration. They get 15% off, and the migration stays off your books.
Keep the migration within your project. We run it and report to you. You stay the client's main contact, get 15% off our invoice and set your own margin.
To apply the discount, email us your introduction before the client creates an account.
One price, one time, set by the record count the assessment finds. From $799 for up to 20,000 records to $4,999 for up to 200,000, then $15 for every additional 1,000 records. Nothing recurs.
The discount covers the published tiers and additional records. In co-delivery, we discount your invoice and you set your own margin. In a referral, we discount the client's invoice.
It reads the source and writes nothing, and it is what lets you scope before you quote.
From the day the migration is marked complete. We reverse the migrated data out of the destination and refund whoever paid: the client in a referral, you in co-delivery.
View pricing. The guarantee's full terms are on the terms page.
You
What the client has, what they need, and what the new CRM has to do for them.
Objects, pipelines, users, permissions and automations in the destination.
How the client's team will work in the new CRM once the data is there.
Training, rollout and the first weeks of use.
The contract, the conversations and the decisions. The client is yours.
Migratez
Every object's record count and every custom field's fill rate, from one read-only connection, with the price.
Which data moves, what changes on the way, and what cannot be transferred. You review the plan before we write any data.
A person runs the migration of records, custom fields, history and relationships. You follow progress in the product.
We help you check the results and bring across changes made in the source during verification.
You can undo the migration if the result is not right. Created fields and shared catalogue data remain.
In co-delivery, you stay the client's main contact. We join client calls only when you ask. In a referral, the client takes the steps marked You and works with us directly.
No.
Step
Connect the client's source CRM, or send its admin a connection link. The free assessment shows record counts, custom field usage and the price. It writes nothing to either CRM.
Connect the destination and review which data moves, what changes on the way and any limits. We answer your questions before you take the plan to the client.
We run the migration and stay reachable. Follow progress in the product. If we need a decision, we contact you first.
Check the results against the plan, then bring across changes made in the source while you checked. If the result is not right, we help you undo it, correct it and run again.
Switch the client to the new CRM and continue with configuration, process and adoption.
A paused run resumes where it stopped, without duplicating records. If we need a decision before continuing, we email you.
We tell you what stopped it and why, and agree with you whether to put it right and run again or to undo.
One action removes the records we wrote, in reverse. Fields created for the migration remain, empty, and shared catalogue data remains. We say so before an undo runs and again when it has finished.
In co-delivery, we contact you. You decide what to share with the client and when. In a referral, we contact the client and copy you if they ask.
We reply within about two business days. Assessment and migration times depend on record volume and the CRMs' API limits.
You create the account in co-delivery. The client creates it in a referral. Decide before the assessment: migrations belong to the account that creates them, and each account has one email address with no shared seats.
A CRM admin connects it, through the CRM's own authorization screen or with an API key from its settings. If that is not you, send them a connection link. They need no Migratez account and never share a password with us.
We only read the source and never write to it. The destination needs read and write access so we can create fields and migrate records.
A connection stays with the CRM account that authorized it. Either permission can be revoked from that CRM at any time.
The account holder sees the assessment, plan, progress and undo controls. If the client holds the account, you see what they share with you. A connection link shows the admin only the app, the access requested, who asked and when the link expires. It gives no access to the migration or price.
A data processing agreement is available on request, for whichever company is handing us the data. Ask for it before connecting a client's CRM.
Yes. The product and connection pages carry the Migratez name. In a referral, your client uses the product directly. In co-delivery, you hold the account and choose what to share. An admin using a connection link sees the access request, not the migration.
In a referral, your client pays Migratez. In co-delivery, you pay us and bill your client at your own margin. The 15% discount applies to our invoice in either case. Payment is by invoice, not card checkout. Any refund goes to whoever paid.
Yes. The free assessment shows record counts, custom field usage and the price after connecting only the source CRM. It writes nothing. If you do not have admin access, send the client's admin a connection link. They can authorize access without a Migratez account.
The plan lists any limits before we write data. Where possible, we create a destination field for data that has no matching field. Anything that cannot transfer is flagged for you to review with the client.
Tell us the two CRMs. If either is unsupported, we cannot assess or price the migration until its connector is built. Your request helps us decide what to support next.
An email to support@migratez.com saying which company is handing us the data, you or the client, and who signs for it. We send our data processing agreement back for signature. Ask before the first connection to a client CRM, not after.
Next step
Book a partner call to discuss the two CRMs and how we can work together. Already scoping the project? Start with the free assessment.
Create an account for a free assessment. Connect the client's source CRM to see the record count and price. Nothing is written to either CRM.