Migration playbook
Move off a legacy CRM without letting lead response stall.
The safest migration is not just a database export. It is a sequence: map the live lead sources, preserve the active nurture paths, carry the right metadata, and avoid a weekend cutover that leaves leads unassigned.
Best used with
- CRM alternative pages for switching intent
- The security page during diligence
- The ROI calculator for economic justification
- The migration checklist resource article for internal prep
Map the live pipeline
Identify the lead sources, ownership rules, and automation that are currently responsible for real revenue. Those move first.
Rebuild only the revenue-critical workflows
Do not recreate every historical automation on day one. Start with the nurture and routing flows that protect current conversion.
Cut over with an attribution plan
Monitor response speed, assignment accuracy, and first-touch completion immediately after cutover so problems surface early.
Typical source platforms
Use the CRM alternative pages and the migration checklist resource content as the supporting layer around this page.