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
Attio
Attio
Monday CRM
Monday CRM
Brevo
Brevo
Planhat
Planhat
Pipeliner
Pipeliner
Teamleader
Teamleader
HubSpot
HubSpot
Highlevel
Highlevel
Affinity
Affinity
Zoho Bigin
Zoho Bigin
Zoho CRM
Zoho CRM
Copper
Copper
Pipedrive
Pipedrive
Zendesk Sell
Zendesk Sell
Nutshell
Nutshell
Salesflare
Salesflare
Freshsales
Freshsales
ActiveCampaign
ActiveCampaign
Accelo
Accelo
Microsoft Dynamics 365 Sales
Microsoft Dynamics 365 Sales
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
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
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
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
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
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
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.
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
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
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
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
Scheduled Deletion
Automatic data purging after migration completion
Scheduled Deletion
Automatic data purging after migration completion
Scheduled Deletion
Automatic data purging after migration completion
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 to our new CRM was because of ClonePartner.
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 to our new CRM was because of ClonePartner.
Gautam Shewakramani
–
Co-founder & Partner, Inuka
Our team of migration experts will handle every aspect of your CRM migration, ensuring a smooth transition with no data loss.
Have more questions? Contact our team
ClonePartner
Bespoke data migration and custom integration services for your best customers.
CASE STUDIES
SERVICES
ClonePartner
Bespoke data migration and custom integration services for your best customers.
CASE STUDIES
SERVICES
ClonePartner
Bespoke data migration and custom integration services for your best customers.
CASE STUDIES
SERVICES