When migration is the right call
- The current platform structurally can't do what the business needs (no multi-currency, no real API, a plan ceiling you've outgrown)
- The team has stopped trusting the data enough that people keep a shadow spreadsheet
- A merger or acquisition means two CRMs need to become one
- The current vendor is being sunset or the contract genuinely doesn't work commercially anymore
When it is not
If the real problem is pipeline stages nobody follows, no ownership rules, or forms and email not connected, that's CRM & Sales Workflow Implementation — cheaper, less disruptive, and usually what actually fixes it. We say so before recommending a migration, not after taking the job.
CRM & Sales Workflow Implementation already includes migration from spreadsheets or a simple existing CRM as a normal part of that project — this page is for the bigger case: genuine platform-to-platform migration with meaningful data volume, custom objects, multiple pipelines or business units.
Which systems
Migrations into HubSpot or Pipedrive are the main case — see HubSpot Implementation and Pipedrive Implementation for what the destination setup covers. We are not a Salesforce implementation house and do not claim partner status with any CRM vendor. If your source or destination needs a large Salesforce build, a specialist partner is the honest answer.
What a migration covers
- Field and object mapping from the old CRM to the new one
- Deduplication and cleanup applied during the move, not carried across
- A decision, made with you, on what historical data actually needs to migrate
- Pipeline, fields and ownership rebuilt in the destination system
- Validation — spot-checking migrated records against the source before cutover
- A defined cutover point and a written rollback understanding in case something is wrong
Limits
This is not a guarantee that every record, attachment and automation carries across perfectly — legacy data is often messier than anyone remembers, and we say so as it's found rather than after the fact. We do not run both systems in parallel indefinitely; a defined cutover is part of the scope. Third-party CRM subscription costs are not included.
How it works
- 1
Inspect
We look at what you actually have today — accounts, roles, tools, data, who uses what — read-only where the system allows it, before anyone proposes changing anything.
- 2
Understand the current setup
What works, what is duplicated, what is unowned, and where work leaks between tools. You get this in writing, in plain language.
- 3
Implementation plan
A scoped plan with clear boundaries: what gets configured, what stays as is, what is deliberately left out, and what needs a decision from you first. Scope and price are agreed in writing before configuration starts.
- 4
Configure
The plan is carried out inside your own accounts, through access you grant and can withdraw. Changes that touch people, money or customer data wait for your explicit approval.
- 5
Handoff
Documentation of what was set up and why, a short walkthrough for the people who will run it, and a clear line on what is yours to operate from now on.
Who you would be working with
- Company · Who you would be working with
- LATYNEX Digital is a service line of Latynex Trade OÜ, a company registered in Estonia (EU). Contact: info@latynexdigital.com.
- How we work · Delivery
- Remote, in English, with the person who would run the project. No local office is implied in any market.
- How we work · Commercial terms
- One scope and one price, agreed in writing before work starts. Your accounts, code and domain stay yours; any access we use is granted by you and can be withdrawn.
There are no client case studies on this page, and none are implied. What LATYNEX has built and runs itself is on the portfolio, each system labelled by stage. Published prices are on the pricing page; anything not listed there is scoped and quoted after review.
Questions
Why would I migrate instead of fixing my current CRM?+
Only when the platform itself is the wrong fit — not usage. We check configuration first, the same as CRM & Sales Workflow Implementation, and say so if migration isn't actually needed.
Will all our data come across?+
We map and migrate what genuinely needs to move, and flag messy or ambiguous data as it's found rather than silently dropping or silently carrying it across.
Do you migrate from Salesforce?+
We are not a Salesforce implementation house and don't claim partner status with any CRM vendor. If your case needs a large Salesforce build, a specialist partner is the honest answer.
Do both systems run at once during the move?+
Not indefinitely. A defined cutover point is part of the scope, agreed with you in writing before work starts.
Is this cheaper than CRM Implementation?+
No — migration is the more disruptive, more expensive project, which is exactly why we only recommend it when configuration genuinely can't fix the problem.