Switch CRMs without losing a single record
Contacts, deals, activity history, custom fields, attachments. Mapped to your new schema, validated record by record, live while your team keeps selling.
Flat-rate pricing. Most migrations complete in 1 to 3 weeks.
Why CRM migrations break
Records transfer. Context doesn’t. Activity timelines disappear. Custom picklists collapse into plain text. Deal-to-contact relationships break silently, and nobody notices until a rep can’t find a conversation from last quarter. Most migration tools handle standard objects and quietly drop everything else. We reverse-engineer your full schema, build transformation logic for every field type, and validate everything in dry runs before touching production.
Every record validated
Automated checks on contacts, deals, activities, notes, and attachments. Nothing migrates unchecked.
Zero team downtime
Migration runs parallel to your live system. Your team switches over in one afternoon.
Custom fields preserved
Picklists, formulas, lookups, multi-selects, custom objects. Mapped, transformed, verified.
Any platform, any direction
Salesforce, HubSpot, Pipedrive, Zoho, Dynamics, spreadsheets, legacy databases.
What most teams try first
CSV export and reimport
Every CRM has an export button. Download, clean up in a spreadsheet, upload to the new system.
Contacts land. Activity history, deal stage progressions, and custom object relationships don’t. You get records without context.
Built-in migration wizard
HubSpot, Pipedrive, and others offer import tools for common source platforms.
Standard contacts and deals transfer on the happy path. Custom fields, many-to-many relationships, and non-standard objects get silently dropped or flattened.
Self-serve migration SaaS
Automated, cheaper than hiring someone, and you control the timeline.
Template-based field mapping with no transformation logic. Falls apart on anything beyond standard objects. No iterative validation, no rollback.
Built for these situations
Ready to plan your migration?
Tell us your source and target CRMs. We’ll scope it within 48 hours.
Get a QuoteFrom old CRM to new in 1 to 3 weeks
Schema audit
We map every object, field type, and relationship in your source system. You get a written assessment covering edge cases and data quality issues. 2 to 3 days.
Transformation build
We write scripts to clean, normalize, and restructure your data for the target schema. Field types converted, relationships preserved, duplicates flagged.
Test migration
Full dry run into a sandbox. Automated validation report for every object type. You review and sign off before we touch production.
Production cutover
Live migration with rollback capability. If something looks wrong, we revert in minutes. Your team switches CRMs in a single afternoon.
Post-migration check
Automated integrity verification on every migrated record. 30 days of support for anything that surfaces after go-live.
Why teams choose Stratalis for CRM migration
Flat-rate pricing
You know the full cost before we start. No hourly billing, no surprise overruns when scope gets complicated.
Engineers, not account managers
You talk directly to the people writing the migration scripts. No layers between your question and the answer.
Messy data is our day job
We build data pipelines from unstructured web sources for a living. CRM schemas are well-documented by comparison.
Rollback on every cutover
No data is overwritten until validation passes. If anything looks off, we revert to your pre-migration state in minutes.
FAQ
All major platforms: Salesforce, HubSpot, Pipedrive, Zoho, Microsoft Dynamics. We also migrate from spreadsheets, legacy databases, and custom-built systems.
We handle cleanup as part of the project. Duplicates, incomplete records, inconsistent formatting. It’s included in the flat-rate quote, not billed separately.