CRM Migration and Setup
Move CRMs without losing a single contact, deal or note.
Offered by Marcus Feld
Description
I plan the field mapping, clean the data in transit, migrate contacts, deals, notes and files, and rebuild your pipelines and automations on the new platform.
Includes parallel-run verification and team onboarding.
Details
- Published at
- Aug 21, 2026
Packages
Basic
$249.007-day delivery · 1 revision
Up to 10k records between the major CRMs, field mapping doc.
What you send
- Your brief
- e.g. Move us off our legacy CRM — contacts + deals.
- Links & references
- e.g. https://example.com
What you receive
- Delivery notes
- e.g. Migration complete, verification report: 9,847/9,847 records matched.
- Download link
- e.g. https://files.automationor.com/delivery.zip
Standard
$499.0012-day delivery · 2 revisions
Up to 100k records, pipelines + automations rebuilt.
What you send
- Your brief
- e.g. Full migration incl. our 14 sales automations.
- Links & references
- e.g. https://example.com
What you receive
- Delivery notes
- e.g. Records, pipelines and automations live; team onboarding recorded.
- Download link
- e.g. https://files.automationor.com/delivery.zip
Premium
$999.0021-day delivery · 3 revisions
Unlimited records, custom objects, integrations re-connected.
What you send
- Your brief
- e.g. Enterprise migration with custom objects and API integrations.
- Links & references
- e.g. https://example.com
What you receive
- Delivery notes
- e.g. Full migration with integration cutover plan executed and verified.
- Download link
- e.g. https://files.automationor.com/delivery.zip
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