Arius Automation

Services > CRM Migration & Cleanup

CRM Migration & Cleanup

Move your CRM.
Leave the mess behind.

Duplicate records, broken automations, and years of inherited chaos do not have to follow you to your next platform. We audit, clean, and migrate — one team, start to finish.

See what we do
CRM Migration

100+

CRM and automation projects delivered

5

Countries we deliver in: USA, UK, UAE, AU, NZ

Zero

Data loss tolerance — every record validated

SalesforceHubSpotPipedriveMonday.comZoho CRMDynamics 365

Who This Is For

If your CRM situation looks like any of these, we should talk.

CRM migrations go wrong in predictable ways. Here are the six we see and fix most often.

You outgrew your CRM but dread the move.

You know you need to switch. You are also terrified of breaking three years of deal history, losing active pipeline, and spending six months cleaning up the aftermath.

A previous migration left two broken systems.

The last attempt copied records but missed the mapping. Now you are paying for two CRMs, neither has clean data, and no one knows which one to trust.

Your CRM is full of duplicate and stale records.

The same company in seven variations. Contacts attached to deals they never touched. Fields filled with values from three different owners. The mess has compounded for years.

Key contacts and deal history went missing last time.

A prior export-import left activity logs behind and orphaned contacts. Your team is working from an incomplete picture and filling the gaps with guesswork.

Your automations will not survive the switch.

Workflows tied to custom fields that do not exist in the new system. Sequences referencing properties that have no equivalent. Nobody has documented what any of it does.

No one knows which system is the source of truth.

You started a migration six months ago and never finished it. Both systems have records the other does not. You are manually reconciling data before every board meeting.

What We Do

Five ways we handle CRM migrations.

You can hire us for the full migration or just the parts your team cannot do. Most engagements start with an audit and expand from there.

01

Full CRM Migration

We handle the complete move from one CRM to another. Data audit first, then field mapping, then a staged migration with validation at every batch. You do not go live until both sides match.

  • Full data audit before any records move
  • Contacts, companies, deals, and activity history migrated
  • Field mapping documented and signed off
  • Pre and post migration validation reports

02

Data Cleanup and Deduplication

Whether you are migrating or staying put, we clean the CRM you have. Duplicate contacts merged, stale records archived, field values standardised, and custom properties audited and pruned.

  • Duplicate contact and company detection and merge
  • Stale deal and record archival
  • Field value standardisation across the database
  • Data health report before and after cleanup

03

Automation Recreation

Workflows that cannot transfer natively get rebuilt from scratch in the new platform. We audit every automation in your current CRM, identify what has equivalents and what does not, and rebuild before migration day.

  • Full workflow and sequence audit
  • Native recreation in the destination CRM
  • Custom code where native tools cannot reach
  • Documentation for every automation rebuilt

04

Integration Rebuilds

Most integrations break in a CRM switch. We identify every connection your current CRM has, map them to the new platform, and rebuild using native integrations, middleware, or direct API code.

  • Integration audit across current CRM
  • Native connectors configured in the new platform
  • Custom middleware for integrations with no native equivalent
  • End-to-end integration testing before go-live

05

Partial Migration and Rescue

If a migration started and stalled, we pick it up. We assess what moved, what did not, and what moved incorrectly. Then we fix the destination, reconcile the source, and get you to a single clean system.

  • Reconciliation audit between source and destination
  • Identification of missing, duplicate, and incorrect records
  • Targeted cleanup and re-migration of failed data
  • Sign-off report when both systems align

The Process

Audit. Map and Clean. Migrate. Validate.

The same four phases on every migration. Because the businesses change, the path to a clean CRM does not.

01

Audit

We assess your current CRM before touching anything — record counts, field structure, automation dependencies, integration map, and data quality issues. You see the full picture before we agree scope.

02

Map and Clean

Every field, custom property, and tag mapped to the destination CRM. Duplicates merged, stale records archived, blank fields flagged. The migration inherits clean data, not your current mess.

03

Migrate

Staged migration in batches with validation after each one. Errors are caught and resolved before the next batch runs. No surprises at go-live because we do not proceed until each stage is confirmed.

04

Validate and Hand Over

Record-by-record count against the source system. Automations confirmed live. Integrations tested end-to-end. Team trained. You sign off before we close the engagement.

Why Arius

Most migrations move data. We move data and fix it.

The difference between a migration that sticks and one that creates a second problem is the work done before a single record moves.

Migration is a cleanup opportunity. We treat it that way.

Most agencies move data and call it done. We use the migration window to fix what should have been fixed years ago. The CRM your team inherits is cleaner than what you left behind.

RevOps experience in the room.

Bilaal ran revenue operations before Arius. He has managed the CRM decisions, the messy migrations, and the aftermath when they go wrong. The strategic choices about what to keep, rebuild, or retire get made by someone who has lived them.

We do not close until both sides match.

Every migration ends with a validation report comparing record counts and field values between source and destination. We do not hand over a system we cannot prove is correct.

Platforms

Any CRM to any CRM.

The full list of platforms we migrate from and to. If yours is not here, ask us — we have most likely worked with it.

Salesforce
HubSpot
PipedrivePipedrive
monday.comMonday.com
Zoho CRM
Dynamics 365Dynamics 365
CloseClose CRM
Airtable
Notion
Google Sheets
CopperCopper CRM
Custom CRM

Frequently Asked Questions

What people usually ask about CRM migrations.

The questions we hear on most migration discovery calls. If yours is not here, ask us directly.

Scope determines the timeline. A single-object migration from one CRM to another with reasonably clean data can be completed in one to two weeks. A full historical migration with deduplication, automation rebuilds, integration reconnection, and team training typically runs four to eight weeks. We scope yours on the intake call and give you a firm timeline after the audit.

No. We run migrations in staged batches with validation at each stage, comparing record counts and field values against the source system at every step. You receive a pre and post migration validation report, and nothing is signed off until both sides match. We also keep the source CRM live until the destination is confirmed clean.

We audit every automation in your current CRM before migration begins. Automations that have direct equivalents in the destination are rebuilt natively. Those with no equivalent are flagged in the audit report, and we agree on what to rebuild, redesign, or retire before any data moves. Nothing gets forgotten because we document the full inventory upfront.

Yes. We have migrated from Excel, Google Sheets, Notion databases, custom-built Rails and Django applications, and legacy software with no documented schema. We extract, normalise, and map the data regardless of its original format. If you can export it, we can migrate it.

Cleanup is part of every migration we run. We do not move dirty data to a new system and call it done. Deduplication, field standardisation, and stale record archival happen before a single record migrates. If you want standalone cleanup without a migration, that is also a service we offer independently.

Rescue migrations are a significant part of our work. We audit both systems — what is in the source, what made it to the destination, and what is in neither or in both incorrectly. We reconcile the two, fix what landed wrong, and migrate what never made it. You end up with one clean system and a clear record of what was done.

We migrate from and to Salesforce, HubSpot, Pipedrive, Monday.com, Zoho CRM, Dynamics 365, Close CRM, Copper, Airtable, and Notion. We also work with Excel, Google Sheets, and custom-built CRM systems as source or destination. If you are unsure whether your setup is covered, ask us on the discovery call.

It varies by data volume, complexity, and how many automations and integrations need to be rebuilt. Data-only migrations for smaller databases start at a fixed fee. Full migrations with automation rebuilds and integration reconnection are scoped after the audit and quoted as fixed-price projects with clear milestones. We share specific numbers once we understand what you are working with.

Ready to Move

Tell us where your data lives and where it needs to go.

We scope the migration on the first call — data volume, complexity, timeline, and what the cleanup will involve. Whether you hire us or not, you walk away with a clear picture of what the move requires.

No pressure. Just value.

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