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ClonePartner Logo

CRM Migration Done With Impeccable Attention-to-Detail

CRM Migration Done With Impeccable Attention-to-Detail

A seamless, customizable CRM migration solution for moving your CRM data with perfect fidelity and minimal disruption.

A seamless, customizable CRM migration solution for moving your CRM data with perfect fidelity and minimal disruption.

CUSTOM MIGRATION

Supported Platforms for CRM Migration

Supported Platforms for CRM Migration

We support migrations from all major platforms & custom-built CRMs, ensuring a smooth transition with no data loss.
We support migrations from all major platforms & custom-built CRMs, ensuring a smooth transition with no data loss.

Platform not listed? We add support in less than 48 hours.

Request Custom Migration

Platform not listed? We add support in less than 48 hours.

Request Custom Migration

Platform not listed? We add support in less than 48 hours.

Request Custom Migration

Platform not listed? We add support in less than 48 hours.

Request Custom Migration

CUSTOM MIGRATION

Our Migration Process

We've perfected our migration process to ensure a seamless transition with minimal disruption to your business.

1

Connect Accounts

Securely link your source and destination accounts to prepare for migration.
Establish secure API connections between your source and destination accounts. All communication is encrypted and credentials are stored using AES-256 encryption standards on SOC 2 Type II, ISO 27001, GDPR and HIPAA certified infrastructure.

2

Migration Checklist

Review and complete the pre-migration checklist to ensure a smooth process.

Verify data structure, check for potential conflicts, and establish fallback procedures before proceeding with the full migration.

3

Sample Migration

Run a test migration with a small subset of data to validate the process.

Migrate a representative sample of your data to verify mapping accuracy and identify any potential issues.

4

Full Migration

Execute the complete migration of all your data to your new CRM.

Transfer your entire dataset according to your custom specifications, with real-time progress tracking and comprehensive logging.

5

Delta Migration

Optional: Sync any new data created during the migration process.

Capture and transfer any new data that was added or updated during the main migration to ensure no data is lost.

CUSTOM MIGRATION

Our Migration Process

We've perfected our migration process to ensure a seamless transition with minimal disruption to your business.

1

Connect Accounts

Securely link your source and destination accounts to prepare for migration.
Establish secure API connections between your source and destination accounts. All communication is encrypted and credentials are stored using AES-256 encryption standards on SOC 2 Type II, ISO 27001, GDPR and HIPAA certified infrastructure.

2

Migration Checklist

Review and complete the pre-migration checklist to ensure a smooth process.

Verify data structure, check for potential conflicts, and establish fallback procedures before proceeding with the full migration.

3

Sample Migration

Run a test migration with a small subset of data to validate the process.

Migrate a representative sample of your data to verify mapping accuracy and identify any potential issues.

4

Full Migration

Execute the complete migration of all your data to your new CRM.

Transfer your entire dataset according to your custom specifications, with real-time progress tracking and comprehensive logging.

5

Delta Migration

Optional: Sync any new data created during the migration process.

Capture and transfer any new data that was added or updated during the main migration to ensure no data is lost.

CUSTOM MIGRATION

Our Migration Process

We've perfected our migration process to ensure a seamless transition with minimal disruption to your business.

1

Connect Accounts

Securely link your source and destination accounts to prepare for migration.
Establish secure API connections between your source and destination accounts. All communication is encrypted and credentials are stored using AES-256 encryption standards on SOC 2 Type II, ISO 27001, GDPR and HIPAA certified infrastructure.

2

Migration Checklist

Review and complete the pre-migration checklist to ensure a smooth process.

Verify data structure, check for potential conflicts, and establish fallback procedures before proceeding with the full migration.

3

Sample Migration

Run a test migration with a small subset of data to validate the process.

Migrate a representative sample of your data to verify mapping accuracy and identify any potential issues.

4

Full Migration

Execute the complete migration of all your data to your new CRM.

Transfer your entire dataset according to your custom specifications, with real-time progress tracking and comprehensive logging.

5

Delta Migration

Optional: Sync any new data created during the migration process.

Capture and transfer any new data that was added or updated during the main migration to ensure no data is lost.

CUSTOM MIGRATION

Our Migration Process

We've perfected our migration process to ensure a seamless transition with minimal disruption to your business.

1

Connect Accounts

Securely link your source and destination accounts to prepare for migration.
Establish secure API connections between your source and destination accounts. All communication is encrypted and credentials are stored using AES-256 encryption standards on SOC 2 Type II, ISO 27001, GDPR and HIPAA certified infrastructure.

2

Migration Checklist

Review and complete the pre-migration checklist to ensure a smooth process.

Verify data structure, check for potential conflicts, and establish fallback procedures before proceeding with the full migration.

3

Sample Migration

Run a test migration with a small subset of data to validate the process.

Migrate a representative sample of your data to verify mapping accuracy and identify any potential issues.

4

Full Migration

Execute the complete migration of all your data to your new CRM.

Transfer your entire dataset according to your custom specifications, with real-time progress tracking and comprehensive logging.

5

Delta Migration

Optional: Sync any new data created during the migration process.

Capture and transfer any new data that was added or updated during the main migration to ensure no data is lost.

Switching your CRM feels daunting. We get it.
Switching your CRM feels daunting. We get it.
Migrating your CRM isn’t just about moving data — it’s about protecting your customer relationships.

Most teams delay the move because they fear: 

Most teams delay the move because they fear: 

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Losing Customer history

Removed

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Losing Customer history

Removed

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Losing Customer history

Removed

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Losing Customer history

Removed

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Breaking Workflows

Rebuild

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Breaking Workflows

Rebuild

Icon

Breaking Workflows

Rebuild

Icon

Breaking Workflows

Rebuild

Icon

Painful Downtime

Removed

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Painful Downtime

Removed

Icon

Painful Downtime

Removed

Icon

Painful Downtime

Removed

Icon

Breaking Integrations

Validated

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Breaking Integrations

Validated

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Breaking Integrations

Validated

Icon

Breaking Integrations

Validated

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Surprise cost & Data gaps

Eliminated

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Surprise cost & Data gaps

Eliminated

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Surprise cost & Data gaps

Eliminated

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Surprise cost & Data gaps

Eliminated

And honestly — they’re right to worry.

Automated tools may promise “1-click migration,” but when things go wrong, it’s your business that pays the price.

And honestly — they’re right to worry.

Automated tools may promise “1-click migration,” but when things go wrong, it’s your business that pays the price.


But putting it off comes with an even higher cost.

But putting it off comes with an even higher cost.

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Agent Productivity Drops

Customer Experience Elevated

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Agent Productivity Drops

Customer Experience Elevated

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Agent Productivity Drops

Customer Experience Elevated

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Agent Productivity Drops

Customer Experience Elevated

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Support Quality Declines

Productivity Unleashed

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Support Quality Declines

Productivity Unleashed

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Support Quality Declines

Productivity Unleashed

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Support Quality Declines

Productivity Unleashed

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Hidden Costs Stack Up

AI & Analytics, Unlocked

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Hidden Costs Stack Up

AI & Analytics, Unlocked

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Hidden Costs Stack Up

AI & Analytics, Unlocked

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Hidden Costs Stack Up

AI & Analytics, Unlocked

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Automation OpportunitiesVanish

Consolidated & Predictable Savings

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Automation OpportunitiesVanish

Consolidated & Predictable Savings

Icon

Automation OpportunitiesVanish

Consolidated & Predictable Savings

Icon

Automation OpportunitiesVanish

Consolidated & Predictable Savings

Icon

Data Debt Piles Up

A Clean Slate. A Secure Future.

Icon

Data Debt Piles Up

A Clean Slate. A Secure Future.

Icon

Data Debt Piles Up

A Clean Slate. A Secure Future.

Icon

Data Debt Piles Up

A Clean Slate. A Secure Future.

Delaying doesn’t just pause progress — it quietly erodes your customer

experience and operational efficiency.


Delaying doesn’t just pause progress — it quietly erodes your customer

experience and operational efficiency.

Delaying doesn’t just pause progress — it quietly erodes your customer

experience and operational efficiency.

That’s why

That’s why

ClonePartner

ClonePartner

exists.

exists.

We built our migration service for teams who can’t afford to gamble with customer data or delay progress. Every migration is handled by real engineers who design, test, and validate your move — so you can switch systems without losing a single ticket, attachment, or workflow.

Enterprise-Grade Security & Compliance

Your CRM data is precious. Our migration process maintains the highest standards of security and regulatory compliance.

SOC 2 Type II

Independently audited compliance with rigorous security standards

SOC 2 Type II

Independently audited compliance with rigorous security standards

SOC 2 Type II

Independently audited compliance with rigorous security standards

SOC 2 Type II

Independently audited compliance with rigorous security standards

ISO 27001

Certified information security management system

ISO 27001

Certified information security management system

ISO 27001

Certified information security management system

ISO 27001

Certified information security management system

GDPR

Full compliance with EU data protection regulations

GDPR

Full compliance with EU data protection regulations

GDPR

Full compliance with EU data protection regulations

GDPR

Full compliance with EU data protection regulations

HIPAA

Certified for handling protected health information

HIPAA

Certified for handling protected health information

HIPAA

Certified for handling protected health information

HIPAA

Certified for handling protected health information

AES-256 Encryption

Bank-grade encryption for all stored credentials

AES-256 Encryption

Bank-grade encryption for all stored credentials

AES-256 Encryption

Bank-grade encryption for all stored credentials

AES-256 Encryption

Bank-grade encryption for all stored credentials

Latest TLS

Secure transfer protocol for all data in transit

Latest TLS

Secure transfer protocol for all data in transit

Latest TLS

Secure transfer protocol for all data in transit

Latest TLS

Secure transfer protocol for all data in transit

Role-Based Access

We follow role-based access control for every migration project

Role-Based Access

We follow role-based access control for every migration project

Role-Based Access

We follow role-based access control for every migration project

Role-Based Access

We follow role-based access control for every migration project

Scheduled Deletion

Automatic data purging after migration completion

Scheduled Deletion

Automatic data purging after migration completion

Scheduled Deletion

Automatic data purging after migration completion

Scheduled Deletion

Automatic data purging after migration completion

Ready to start your CRM Migration?
Ready to start your CRM Migration?

Our team of migration experts will handle every aspect of your CRM migration, ensuring a smooth transition with no data loss.

What I appreciate about ClonePartner is the precision and focus they bring to every migration. We discussed our requirements over a quick Zoom call, and their team immediately understood the nuances. The feedback loop was incredibly tight, and we were live on our new platform within minutes of the final migration. The only reason we were able to move was because of ClonePartner.

Gautam Shewakramani

Co-founder & Partner, Inuka

What I appreciate about ClonePartner is the precision and focus they bring to every migration. We discussed our requirements over a quick Zoom call, and their team immediately understood the nuances. The feedback loop was incredibly tight, and we were live on our new platform within minutes of the final migration. The only reason we were able to move was because of ClonePartner.

Gautam Shewakramani

Co-founder & Partner, Inuka

What I appreciate about ClonePartner is the precision and focus they bring to every migration. We discussed our requirements over a quick Zoom call, and their team immediately understood the nuances. The feedback loop was incredibly tight, and we were live on our new platform within minutes of the final migration. The only reason we were able to move was because of ClonePartner.

Gautam Shewakramani

Co-founder & Partner, Inuka

What I appreciate about ClonePartner is the precision and focus they bring to every migration. We discussed our requirements over a quick Zoom call, and their team immediately understood the nuances. The feedback loop was incredibly tight, and we were live on our new platform within minutes of the final migration. The only reason we were able to move was because of ClonePartner.

Gautam Shewakramani

Co-founder & Partner, Inuka

Have more questions? Contact our team

ClonePartner

Best-in-class custom data migration and custom integration services for your best customers.

G2
AICPA SOC, GDPR, ISO, HIPAA Certified

9450, SW Gemini Drive, Beaverton, Oregon, US - 97008
Contact: [email protected] | +1-615-802-6812

ClonePartner Logo

ClonePartner

Best-in-class custom data migration and custom integration services for your best customers.

G2
AICPA SOC, GDPR, ISO, HIPAA Certified

9450, SW Gemini Drive, Beaverton, Oregon, US - 97008
Contact: [email protected] | +1-615-802-6812

ClonePartner

ClonePartner

Best-in-class custom data migration and custom integration services for your best customers.

G2
AICPA SOC, GDPR, ISO, HIPAA Certified

9450, SW Gemini Drive, Beaverton, Oregon, US - 97008
Contact: [email protected] | +1-615-802-6812

ClonePartner Logo