We move your records, their relationships and your sales history to the new CRM intact.
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View as MarkdownRoicool's CRM migration service covers an inventory of current data and processes, a field-by-field mapping table, cleanup of duplicate and faulty records, a test import, a final import against a freeze date, validation by record counts and sample records, and rebuilding automations.
Last updated: 21 October 2026View as Markdown
Three problems we solve.
Scope
Objects, record counts, fields, automations, integrations and reports.
Each field's source, target, type and transformation rule; picklist and user mappings.
Duplicate records, invalid contact details, format standards, marketing consents.
Sample import, checks, freeze date, final import and validation.
Automations, forms, ad integrations and reports. Step-by-step list: CRM migration checklist.
Price: by scope, written in the proposalAsk for a proposal
Example flow: 8 anonymous deals move through Lead → MQL → SQL → Proposal → Customer, and at each of the 4 steps an automation rule we build fires.
Example flow
Lead2
Gate Lead → MQL: Form received → assign to a rep
MQL2
Gate MQL → SQL: Lead score ≥ 60 → SQL
SQL2
Gate SQL → Proposal: Proposal opened → Slack alert
Proposal1
Gate Proposal → Customer: Contract signed → onboarding task
Customer1
Cases
We connected SESTEK's Webflow forms not straight to the CRM but to a Webflow Cloud app on the site's domain; only this server layer talks to Microsoft Dynamics 365, and the browser never does. The forms are React code components managed from the Designer, on a bilingual CMS whose folder and item slugs are largely translated.
Read the SESTEK caseIn the same area
HubSpot setup, lifecycle stages, lead scoring, automation and sales data fed back to Google Ads and Meta.
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Zoho CRM setup and customisation: modules, Blueprint processes, workflows, web and ad integrations.
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Bitrix24 CRM setup: pipelines, robots, Open Channels, phone and messaging integrations, and a simple, role-based interface.
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Salesforce Sales Cloud audits, simplification, marketing integrations and opportunity data fed back to ad platforms.
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We set up Dynamics 365 Sales for sales teams working in Microsoft 365 and connect it to marketing and ad data.
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ExploreTeam and proof
Clutch profile“Roicool knew what they were doing and were ready to answer our questions with their expertise anytime.”
Sena Miskioğlu, SESTEK Marketing Manager ·
Inventory, field mapping, data cleanup, test import, validated final import and rebuilding of automations.
Strategy, content, development and measurement in one team.
Partnerships and certifications
Semih Bayındır · Senior Software Engineer & Tech Lead · Updated 21 October 2026 · 1 min read
A good fit: companies switching CRMs or moving from spreadsheets to a CRM.
Not a good fit: small teams importing only a few hundred records in one go, with no relationships or history to carry over; the CRM's own import tools are enough for them.
It depends on the number of records, objects and integrations. Simple migrations can be done in a few weeks; migrations with many custom fields, automations and integrations take longer.
We prevent data loss with a mapping table, a test import, and record-count and sample-record checks. A full backup of the old system is taken before the migration.
Automations, reports and integrations don't move with the data; they are rebuilt in the new system. That is a chance to simplify old rules.
From Excel and spreadsheets to a CRM, and between HubSpot, Zoho CRM, Bitrix24, Salesforce, Microsoft Dynamics 365 and Pipedrive.
Yes. We set a freeze date and run the final import in a short window, so the team moves to the new system with minimal disruption.
Let’s start
In a 30-minute intro call we listen to your goals and agree on the right first step.
