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CRM Data Migration
Because messy data doesn’t drive smart decisions.
Secure. Accurate. Painless.
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Reliable, stress-free migration from one CRM to another — with zero data loss, zero confusion, and a clear path forward.
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👇 Here’s how to move forward:
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🔸 If you or your company already have the files, guidelines, and a clear vision — click “I Know What I Want” to fill out the Detailed Intake Form and get started faster.
🔸 Not quite sure what all needs fixing or how bad the mess is? No problem — click “Start Intake Form” and we’ll walk you through the process step-by-step.
Still have questions? Tap “Contact Us” and someone will get back to you shortly.
We look forward to making your data cleaner, clearer, and easier to manage.
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We can’t wait to work with you!
In Action: Case Study
Manual CRM Migration for a Multi-Location Healthcare Provider
Discover how Brilliant Data Solutions securely migrated over 3,000 patient records into HubSpot using a HIPAA-compliant, fully manual CRM process — no automation, no errors, just clean, structured data ready for use.
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Overview
What is CRM Data Migration?
CRM Data Migration is the process of moving your customer data — including contacts, pipelines, notes, deals, tags, and more — from one system to another without losing or scrambling any information. Whether it’s a full-platform transition or a cleanup of messy records, our team ensures the move is clean, accurate, and aligned with your current workflows.
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Who It's For?
Is This Right For You?
This service is ideal for:
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Small teams switching CRMs (e.g., HubSpot to Zoho, Airtable to ClickUp)
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Growing businesses are overwhelmed with outdated or duplicate data
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Entrepreneurs who need help organizing scattered spreadsheets
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Admins who need full field-matching during import/export
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Operations leads seeking structured, searchable CRM data
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How It Works?
Our Simple Process
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Submit Intake Form – Tell us your current CRM, your target CRM, and any special needs.
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Access & Review – We audit your current data for gaps, duplicates, and format issues.
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Custom Mapping – We match fields manually or semi-automatically to avoid missing or misaligned data.
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Migration Begins – With your approval, we securely migrate and test the data.
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Client Review & Support – You’ll review results. Optional post-migration support is available.
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💡 Need to clarify your request?
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You’ll have the option to upload a video, tutorial link, or written instructions directly in the intake form — along with any files or additional notes we may need.
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Prefer to talk it through? We can also schedule a quick 15–20 minute Zoom call to walk through your request.
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In every case, we’ll send a confirmation email before work begins to make sure we’re aligned on the project scope and deliverables.
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Turnaround & Quotes
Turnaround Time & Quotes
Turnaround:
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Light projects (<1,000 records): 2–4 business days
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Mid-size migrations (1,000–5,000): 1–2 weeks
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Large/complex CRMs: 2–4+ week
Note: All timelines are estimates and depend on project complexity, client readiness, and system access.
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Quotes:
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Standard migrations: Typically range based on volume and complexity
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Milestone payment plans: Available for larger projects to make budgeting easier​
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Frequently Asked Questions
Q: What CRMs do you support?
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A: We handle platforms like HubSpot, Salesforce, ClickUp, Airtable, Zoho, Pipedrive, Insightly, and even spreadsheet-to-CRM imports.
Q: Can you clean up our data before importing it?
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A: Yes! We offer data cleanup and formatting to remove duplicates, correct formatting, and fill in missing fields before import.
Q: Do you use automated tools?
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A: For accuracy, we use a blend of manual work and tested tools. We don’t rely on risky bulk imports without review.
Q: What if data doesn’t transfer correctly?
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A: We review everything before finalizing. You’ll approve a sample before the full migration proceeds.
Q: Is post-migration support available?
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A: Definitely. You can opt in for additional support after the project wraps — whether for new imports or fixes.