Your old data is only useful if it actually moves over
CRM data migration moves your customers, deal history, files and notes out of your old system, spreadsheet or paper files into your new one, cleaned and de-duplicated on the way in. I map every field, test the move before it's final, and hand it over verified. It starts with a two to three week audit and written plan, for $2,000. The migration itself runs in Stage 2.
Most software vendors treat migration as your problem to solve after you buy.
It becomes mine, before anything goes live.
What goes wrong in a bad migration
None of this is a motivation problem. It is what happens when a shop grows faster than the way it tracks work.
Duplicate records everywhere
The same customer exists three times under three slightly different names, and nobody trusts the count anymore.
History that doesn't come with it
Past jobs, notes and communication get left behind because exporting them properly is harder than it looks.
Fields that don't match up
Your old system's custom fields have no home in the new one, so part of the data gets dropped silently.
A migration that breaks mid-way
The import fails partway through and nobody notices until a customer complains.
No way to verify it worked
Data looks like it moved, but nobody checked it against the original before the old system got shut off.
The old system quietly stays alive
Because nobody trusts the new data, the team keeps checking the old spreadsheet anyway.
How the migration actually runs
Three stages: the audit in two to three weeks, the migration in Stage 2, then training. Your old system keeps running the whole time.
I map your old data
Every field, every custom property, every place data actually lives, matched against what the new system can hold.
I build the migration path
A tested process that cleans duplicates, fixes formatting, and maps every field before anything moves for real.
I run it and verify
A trial migration first, checked record by record against the original, then the real move once it is confirmed clean.
I train the team on where things live
So nobody goes looking for a field that moved somewhere else. Written procedures included.
It is yours
Your accounts, your data, your logins. No lock-in.
Most migrations lose something
Not because the tool is bad. Because nobody checked the record count before turning off the old system. A missing field or a silently dropped record surfaces months later, when it is much harder to trace back.
You run it yourself
That is a legitimate choice and plenty of shops do it. You get the written procedures at handover so the system can be maintained without me.
Or I stay on monthly
$1,500 or $3,000 a month. I stay involved month to month, watch the system and help with what comes next. No minimum term. Pause or cancel any time.
What it costs
✓Full map of every field, custom property and record type
✓Written plan of what to build and in what order
✓Honest answer on what will and will not survive the move
Some shops stop here, take the plan and do it themselves. That is a real outcome and it has happened.
✓The migration, tested before it is final
✓Verification against the original system, record by record
✓Crew training and written procedures
✓Two weeks of support after go-live
You see the module list and the total before anything starts. You pay per stage, never upfront for the whole thing.
Questions people ask before a CRM data migration
What happens if something doesn't transfer cleanly?
It gets caught during the trial migration and verification step, before go-live, not after.
Can you migrate from a spreadsheet or paper files?
Yes. Spreadsheets, paper files, or another CRM. Paper takes more manual work, but it moves across.
Do you keep the old system running during the move?
Yes, until the new one is verified. You are never mid-migration with neither system fully working.
How much data can you move?
Any volume. Larger data sets take longer to verify, not longer to plan.
How long before we stop losing calls?
Call capture and estimate follow-up are the first things I build in Stage 2, because those leak the most money. The rest of the build continues around them.
Do you only work in Florida?
No. The build is done remotely and works the same anywhere in the US. Linked Core LLC is based in Fort Lauderdale, Florida.
One hour, free, no pitch
Tell me what system you are moving from and roughly how much data is involved. I will tell you what the migration would catch and roughly what it costs.