Migrate all your Data, and leave nothing behind
Moving to a new CRM? Switch moves all your data from the source to its destination, automatically, error-free, and lightening fast.
Plug into what you want to use
Moving to a new CRM? Switch moves all your data from the source to its destination,automatically, error-free, and lightening fast.
Migrate every nook and cranny of your CRM
OWNERSHIP
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Records All record ownerships migrated for continuous tracking, data accuracy.
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Add Users Create new users to maintain or transfer CRM ownerships.
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Deactivated Users Migrate deactivated or inactive users, for historical and forecasting precision.
Ownership
Change your CRM, not your business.
Ownership 2
Change your CRM, not your business.
Ownership 3
Change your CRM, not your business.
VALIDATION
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Association Every record associated without fail, and reliably.
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Accuracy Every record migrated without fail, and verified during migration.
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Clarity & Sanity No missing records, inaccurate associations, or untracked activities, ever.
Validation
Zero errors, lesser failures.
Validation
Zero errors, lesser failures.
Validation
Zero errors, lesser failures.
PIPELINES
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Create Create new Pipelines in your new CRM to migrate all your deal data.
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Merge Merge multiple Pipelines into one, along with the deal stages.
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Stages Map stages as you like, or create a new stage to map your data.
Pipelines
Deal pipelines, stages, and all your sales processes.
Pipelines
Deal pipelines, stages, and all your sales processes.
Pipelines
Deal pipelines, stages, and all your sales processes.
CUSTOMIZATION
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Objects Create new Objects to map your data, along with the corresponding properties.
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Users Create new Users to assign records, and activities.
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Properties & Options Map your properties and their options, or simply create new ones.
Customization
Select, map, create — migrate your business, not just your data.Select, map, create — migrate your business, not just your data.Select, map, create — migrate your business, not just your data.
Customization
Select, map, create — migrate your business, not just your data.Select, map, create — migrate your business, not just your data.Select, map, create — migrate your business, not just your data.
Customization
Select, map, create — migrate your business, not just your data.Select, map, create — migrate your business, not just your data.Select, map, create — migrate your business, not just your data.
SECURITY
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Reliable A retry mechanism built in to handle failures, and prevent halts in migration.
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No data storage All your migration data transfer directly between source and destination.
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Privacy No storage on the platform, keeping your CRM data completely private.
Security
Nothing stored, nothing retained, so you never have to worry about your data.
Security
Nothing stored, nothing retained, so you never have to worry about your data.
Security
Nothing stored, nothing retained, so you never have to worry about your data.
Built to keep your data intact
Built to move all your data to your new system, while keep your business logic intact; with unprecedented control over your data.
Record Validation
Ensure that all your records are migrated, without fail, and without errors. Switch validates every migrated record in real-time to check if it has reflected in your destination CRM, making your associations perfect.
Users & ownership
Migrate all your CRM users (even your deactivated users), allowing your users to start from exactly where there left off. All record ownerships, historical data, and actions intact.
Notes & Activities
Notes? Calls? Meetings? Tasks? Activities? Keep everything intact when you migrate from your old system with Switch. It's almost like you were always using your new CRM.
Associations
Companies to contacts to deals to activities, and much more. So many associations, so easy to move. All your CRM relationships and associations are handled by Switch, automatically.
Seamless Mapping
Hundreds of properties, multiple objects, and every CRM user — all mapped within Switch, as easy as click-to-select. Map your data as you like, or simply create new objects, properties and even users in a single click.
Guided Migrations From Any CRM >> HubSpot
Navigate your system data migration with confidence. Our dedicated migration experts provide end-to-end support, ensuring a smooth, tailored transition from your existing CRM to HubSpot.
How long does a typical CRM data migration take?
Our migration timeline varies based on your data complexity, typically ranging from a few hours to a few business days. During your initial consultation, we'll provide a precise estimated timeline after reviewing your specific CRM environment and data volume.
What types of data can be migrated?
We comprehensively migrate contacts, leads, accounts, activities, tasks, notes, email histories, custom fields, and relationship data. Our expert team ensures a full, nuanced transfer that maintains your data's original context and relationships.
Is my data secure during the migration process?
Absolutely. We employ bank-grade encryption, follow strict data protection protocols, and ensure complete confidentiality throughout the migration. Our process is GDPR and CCPA compliant, with secure, temporary data handling mechanisms.