Answers/Migration

How long does it take to migrate CRMs?

CRM migration timelines depend on complexity. Moving from a spreadsheet to Long Drive Leads: 1-2 hours. Moving from one simple CRM to another: half a day. Moving from Salesforce with custom objects and automations: 1-2 weeks for a thorough transition.

The bulk of migration time is not the data move itself. It is reconfiguring pipeline stages, setting up automations, training your team on the new interface, and updating integrations. Simpler target CRMs dramatically reduce this time.

To minimize migration disruption, run both CRMs in parallel for 1-2 weeks. New leads go into the new CRM immediately. Existing active leads stay in the old CRM until they close or you have time to move them. This prevents any leads from falling through the cracks during the transition.

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