CRM migration, done for you
We set up the mapping, run a sample you review, then move all your data into your new CRM. You get a report with record counts per object and sign off.
From $1,500. 1–2 working days from the approved sample to the finished migration. You pay 50% before we start and 50% after you sign off on the report.
Who it is for
Any data volume
There is no minimum. The price depends on how many records you move.
Many custom objects
We set up each custom object, its fields and its links before any record moves.
No time to do it yourself
You spend 30 minutes on a call, then review the sample and the report. We do the rest.
Smaller migration, or you want to do it yourself? Self-serve stays available. Start a migration.
Four steps
You make the decisions and check the results. We do the work in between.
- 1
Free 30-minute call
YouYou book a call and tell us your current CRM, your new CRM and what must move. Book it on cal.com.
CrafttWe look at your objects and data volume, and send you the price and the project plan after the call. You pay 50% before we start and 50% after you sign off on the report.
- 2
Mapping and sample
YouYou open your new CRM and check the sample records against your source. You approve it or ask for changes.
CrafttWe set up the field mapping and run a sample migration.
- 3
Full migration
YouYou keep working in your old CRM.
CrafttWe run the full migration within 1–2 working days of your approval.
- 4
Report and sign-off
YouYou check the report and sign off.
CrafttWe send a report: what moved, what did not and why, and record counts per object before and after.
What you get
Field mapping set up by us
We decide with you where each source field lands and which field records are matched on.
Custom objects and their links
Your own objects, their fields and their links are set up in the new CRM before any record moves.
A sample you review
A sample of every object moves first. You check it against the source and approve it before the full run.
The full migration
1–2 working days from the approved sample to the finished migration.
Fixes at no extra cost
If anything in your new CRM does not match the report, we fix it at no extra cost.
A written report
What moved, what did not and why, and record counts per object before and after. You sign off on it.
A dedicated consultant
One consultant from Craftt runs your migration from the first call to your sign-off.
A project plan
After the call you get the plan: what moves, in what order, and on which dates.
A shared channel for updates
A Slack channel or an email thread where we post progress at every step and answer your questions.
Full refund
Not happy with the result? We refund the full fee and delete every record the migration created in your new CRM.
Who does it
A dedicated consultant from Craftt runs your migration from the first call to your sign-off. Craftt built Shuttio and runs your migration on it.
Security and DPA
We run your migration on the same pipeline as self-serve Shuttio, with the same encryption of credentials and the same rollback. A DPA is available on request. Read the security page.
Questions before the call
What does it cost?
From $1,500. The final price depends on your data volume and the objects you move. We give it to you after the call. You pay 50% before we start and 50% after you sign off on the report. The 30-minute call is free.
How long does it take?
1–2 working days from the approved sample to the finished migration. Before that come the call and the sample; how long the sample review takes is up to you.
What if the result does not match the report?
If anything in your new CRM does not match the report, we fix it at no extra cost. The report lists record counts per object before and after, so you can check every number against your source.
Can we get our money back?
Not happy with the result? We refund the full fee and delete every record the migration created in your new CRM.
Do you sign a DPA?
Yes, on request. Read our data processing addendum and the security page.
Can we still do it ourselves?
Yes. Self-serve Shuttio stays available: you do the mapping, the sample review and the full run in the app yourself. A CRM migration is free when it moves fewer than 5,000 records in total: contacts, companies, deals, notes, activities and files together.
Tell us what has to move
A free 30-minute call. From $1,500; you get the final price after the call.