Switching softwareis painful.We'll do it with you.
The hardest part of leaving a stack of tools is the move itself. Crimson's migration approach is high-touch by design: we look at what you run today, plan the move with you, and stay involved until your team is working in Crimson.
People first.Then data.Then software.
Migration is not an import button. It starts with how your team actually sells, what you need to keep, and what you can finally retire.
- Working directly with the Crimson team through the move
- A plan agreed before anything is moved
- Your current tools keep running until cutover
Separate vendors. Separate bills. Separate copies of the same customer.
Six steps,planned together.
- 01Stack assessment
We review the tools you pay for today, what each one holds, and which ones Crimson can replace.
- 02Data mapping
Companies, contacts, and open deals are mapped to Crimson's record structure with you, and tested on a sample before the full move.
- 03Migration
Records are brought into your workspace in agreed batches, so nothing arrives half-formed.
- 04Configuration
We help recreate your pipelines, templates, and campaigns, invite your team, and guide you as you connect your own mailboxes, calendars, and phone numbers.
- 05Validation
We check the migrated data with you against the source before anyone relies on it.
- 06Cutover
Your team switches over on a planned day, and the old tools can be retired on your schedule.
Crimson's migration program is being finalized. Scope, timing, and the systems we can migrate from are agreed with each customer during the assessment.
Talk through your migration.
Tell us what you run today. We'll walk you through what moving to Crimson would look like.