Bring the context
with the contacts.
Customers, companies, open deals, notes, activities, and the relationships between them. We identify what can move and resolve the gaps before launch.
CRM MIGRATION & IMPLEMENTATION
A better CRM.
A smoother move.
Your business doesn’t stop for a software switch.
Your migration plan should account for that.
We move your customer data, rebuild the workflows that matter, and help your team settle into a CRM that works for the way you do business.
Free consultation · 100% U.S.-based team
A MOVE WITH A METHODBuilt around your business
YOUR CURRENT CRM
Contacts & history···
Deals & pipelines···
Workflows & tools···
The Mavn methodAudit. Map. Test. Transition.
YOUR NEXT CRMA clearer way forward.
Relationships mapped Workflows tested Team trained
Your data. Your process. A considered transition.
Big enough to handle the details.
Small enough to know your business.
400+Businesses served
100+5-star reviews
100%U.S.-based team
YOUR NEXT SYSTEM, THOUGHT THROUGH
Where are you
moving next?
A new CRM should solve the problems your old one couldn’t. We start with what your team needs, then work through what the move will take.
WHAT WE’LL PLAN FOR
HubSpot GoHighLevel
- Map contacts, companies, deals, and their relationships.
- Translate stages, custom fields, tags, and ownership into GoHighLevel.
- Rebuild and test follow-up, forms, calendars, and connected tools.
Each route starts with an access and compatibility review. Data availability and features vary by platform and subscription.
Bring the context
Rebuild the work
around the records.
Lead routing, follow-ups, forms, calendars, reports, and integrations. Your new CRM needs to support the entire customer journey.
Make the new system
feel like progress.
Clear responsibilities, practical training, and documentation your team can use. Adoption is part of the migration plan from the start.
EXCELLENCE BY DESIGN
A considered move.
From first audit to first day.
One accountable lead, backed by our operations and systems team. A clear plan, visible checkpoints, and a rollout shaped around your business.
- 01
Understand & scope
Review the data, process, integrations, and pain points. Define what stays, what changes, and what success looks like.
Your deliverable Migration roadmap - 02
Clean & configure
Set duplicate rules, map fields and relationships, configure pipelines, and rebuild the workflows your team needs.
Your deliverable Mapped data & working setup - 03
Test & reconcile
Run a sample migration. Check counts, ownership, history, and real customer journeys. Resolve issues before the final move.
Your deliverable Validation & launch checklist - 04
Launch & settle in
Coordinate the cutover, account for new activity, train your team, and review how the new system performs in daily use.
Your deliverable Team handoff & documentation
Backups, permissions, and a recovery plan are considered before cutover.Talk through your move
REAL SYSTEMS. REAL BUSINESSES.
We know what’s
riding on your CRM.
For Boatman Systems, a failed GoHighLevel implementation put an upcoming launch at risk. Mavn rebuilt the CRM infrastructure, onboarding, and automation, alongside operational and leadership support.
Explore the Boatman Systems case studyRelated CRM implementation and operations work.
“Mavn Methods has been the biggest blessing that’s ever happened to me.”
Bryan BoatmanFounder, Boatman Systems
$40KMonthly recurring revenue achieved
During a broader systems
and advisory engagement.
BEFORE YOU MAKE THE MOVE
Good questions.
Straight answers.
Every business has a few things it can’t afford to lose in a CRM switch. Let’s make sure they’re in the plan.
Ask us about your CRMWhat data can you migrate?
Typically, contacts, companies, deals, custom fields, notes, and activities are part of the plan. We review attachments, email and call history, consent records, and relationships separately because export and import support varies. You’ll know what can move, what needs another approach, and what should remain available in an archive.
Will our business have to stop during the move?
We plan around your live operations. That can include a test environment, a staged rollout, a defined cutover window, and a final update for records changed during the migration. We confirm any expected downtime, workarounds, and recovery steps before the switch.
Can you fix messy data and broken automations?
Yes. We can include duplicate cleanup, field standardization, ownership rules, and workflow repair in the scope. We agree on which records to merge, keep, or archive, and test the resulting process with representative customer journeys.
How long does a CRM migration take?
The timeline depends on record volume, data quality, custom objects, automations, integrations, and how your team will roll out the new system. We provide a phased timeline after reviewing the source and destination. We also identify what requires your input so approvals don’t become surprises.
What does it cost?
We scope the work around what needs to move and what needs to be rebuilt. After the initial consultation and any required assessment, we confirm pricing, assumptions, deliverables, and any separate platform or third-party costs before implementation.
What if we haven’t chosen our next CRM?
That’s a good time to involve us. We can map your sales and service processes, reporting needs, integration requirements, and team capacity, then help compare the practical fit of your options before you commit.
YOUR NEXT CHAPTER STARTS HERE
Let’s make your
next CRM a better fit.
Tell us what you’re using, what isn’t working,
and where you want to go. We’ll talk through the move.
Plan my CRM migration Free consultation. A practical starting point.
Prefer to write?
[email protected]