CRM Migration

Helping businesses shift from legacy to modern CRM

Captivix CRM Consulting has helped businesses with smooth transitions from old-school, legacy CRM systems to advanced modern featured software for managing good customer relationships empowered with technology and AI. 

Over 100 Happy Businesses



Assessment and Planning

Planning CRM for success

Assessment and planning in the context of CRM migration are essential preliminary steps in ensuring a successful transition for an enterprise. These phases involve a comprehensive evaluation of the current CRM ecosystem, data quality, and customization needs. It’s during this stage that a well-defined strategy is crafted, encompassing data analysis, data mapping, customization requirements, and integration considerations, providing a roadmap for a seamless CRM migration process.

We at Captivix, start by thoroughly analyzing the existing CRM data to identify inconsistencies, duplicates, and outdated information. Determine what data needs to be migrated and what can be archived or deleted.

Post analysis, we assess the enterprise’s specific needs and evaluate whether the new CRM system needs any customization to align with its unique business processes.

Based on the customization we define, we determine if there are other software or systems the CRM needs to integrate with and plan for these integrations.

When all actions are in place, we develop a comprehensive migration strategy that includes a timeline, resource allocation, and a detailed plan for data migration, including data cleansing and transformation.

Data Migration and Implementation


It is a pivotal moment of CRM migration which we take with utmost care. Here, we map the data meticulously, cleansed it, and transfer it from the old CRM to the new system. The execution phase ensures a seamless transition, preserving data accuracy and consistency. This step is crucial to maintaining business continuity and ensuring that the new CRM system is ready to support the enterprise’s operations effectively.

We Map the data from the old CRM system to the corresponding fields in the new CRM. This ensures that information is correctly transferred.

The CRM team work in cohesion with the internal team of the business to cleanse the data by removing duplicates, resolving inconsistencies, and verifying data accuracy. This is critical for maintaining data quality.

When everything is in an executable state, we execute the migration plan, ensuring a smooth transition from the old CRM to the new one. Monitor the process to identify and address any issues that may arise during the migration.

Testing, Training, and Support

Captivix train the trainer to create leaders

This is the final stage of CRM migration. We perform rigorous testing to ensure the new system functions as intended, and staff training imparts the skills needed for effective CRM utilization. Ongoing support offers assistance, troubleshooting, and updates, guaranteeing a smooth post-implementation experience.

We Conduct thorough testing of the new CRM system to ensure that it functions as intended, data is accurately migrated, and any customizations or integrations work smoothly.

At Captivix, our CRM consulting team provide comprehensive training to the enterprise’s staff to ensure they can use the new CRM effectively. Training can cover basic functionality, data entry, reporting, and custom features.

We Offer post-implementation support to address any issues, answer questions, and provide updates and maintenance as needed to ensure the CRM continues to meet the enterprise’s evolving needs.

Schedule A Call?

Talk to our consultants and see how we can fill the gaps in your growing business with our CRM services.

Why Choose Captivix?

10+ years of CRM consulting has added our experience to CRM success.


We are official partners to best CRM solutions for your industry.


We understand data security and follow best compliance practices.


Constantly exploring new technologies for improved solutions.

What Our Clients Says About Us?

We are confident that you will share the same sentiment that our customers already shared…..






I would suggest that captivix’s is the same and we found this to be one of its biggest strengths. At no point during the process did we feel isolated. Our relationship has been and continues to be, one of collaborative effort.

- Kurt Schnakenberg


Captivix worked on vital enterprise-wide CRM initiatives. Their openness to thinking outside the box I found refreshing when interacting with the business community within the corporate environment.

- Rodne Mcgee


Captivix always exemplified the highest level of professionalism. As a nontech person, I do not always know the best path. They have been instrumental in helping me find the best path forward that suits my needs.

- Dan Taneja

Frequently Asked Questions

The duration of CRM migration depends on factors like data complexity and customization. Downtime can vary but is typically minimized through careful planning and can range from a few hours to a few days, with thorough testing to prevent disruptions.

Data security is a priority. Comprehensive planning ensures data is protected throughout the migration. Encryption, access controls, and secure data transfer methods are employed to safeguard sensitive information. Talk to our Migration consultant on how we work on data security. 

Employee training is a key part of the process. We offer tailored training programs covering basic CRM usage, data entry, report generation, and advanced features to ensure your team can effectively utilize the new system.

Costs depend on the complexity of your migration, including data size, customization, and the selected CRM system. A transparent breakdown of costs, including licensing, implementation, and ongoing support, is provided to prevent hidden fees. Book a consultation call with us to get a more transparent quote for your business CRM migration. 

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