I will migrate bigin, salesmate, capsule and flowlu CRM data

United Kingdom

I speak English, French, German, Spanish, Italian

1 order completed

CRM Migration, Setup, Automation and Installation

Hi, I'm Drak. I help small businesses get more value from their CRM with accurate data migration, practical setup, workflow automation, and self-hosted CRM installation. I map your current process, pr...

About this Gig

Switching CRMs can leave contacts disconnected from companies and deals, while field names, stages and duplicate rules differ across Bigin, Salesmate, Capsule and Flowlu. I will review your source and target, map compatible fields, and carry out your CRM data migration while keeping relationships intact where the destination allows.

WHAT I OFFER

Depending on source and target support, I will:

Migrate contacts, companies, deals/opportunities and supported activities
Prepare CSV/Excel files and map custom fields, tags and owners where supported
Match pipelines/stages and preserve contact-company-deal links where available
Review duplicate settings to reduce accidental duplicates or overwrites
Check failed/skipped rows, record counts, fields and key links after import
Migrate notes, tasks or history when both platforms support the transfer

Message me with your source CRM, destination CRM, record types, approximate volume, and any fields or history to preserve. I will confirm transfer limits, access, scope, timeline and price before you place an order.