Are you planning to switch your CRM platform without losing vital customer data or disrupting your business operations? VA Matters specializes in CRM migration services that are secure, seamless, and tailored to your business needs.
Why CRM Migration Matters
Migrating to a new CRM system can offer better functionality, automation, and integration but it also comes with risks if not handled correctly. Poorly managed migrations can lead to data loss, system downtime, or misconfigured workflows.
That’s where VA Matters comes in. Our expert team ensures a smooth transition that preserves your valuable data and keeps your business running efficiently throughout the process.
Our CRM Migration Services Include:
Data Assessment & Planning
We begin with a thorough audit of your current CRM data. This helps us map out the best migration strategy, identify potential risks, and prepare for custom data fields or complex relationships.
CRM-to-CRM Migration
Whether you’re moving from GHL, Salesforce to HubSpot, Zoho to Pipedrive, or any other CRM platform, we handle full-scale migrations including contacts, leads, deals, tasks, custom fields, and notes.
Custom Field Mapping & Configuration
We align your new CRM’s structure to your business processes. This includes replicating custom fields, automation rules, pipelines, and user roles to fit your operational needs.
Data Validation & Testing
Post-migration, we rigorously validate and test all data to ensure accuracy, completeness, and functionality. No duplicates, no data loss just a clean and efficient new CRM.
User Training & Support
We don’t stop at migration. VA Matters provides hands-on training for your team and ongoing technical support to make sure you’re getting the most from your new system.
Supported CRM Platforms
Our migration experts are experienced with top CRM platforms including:
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Salesforce
- GHL
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HubSpot
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Zoho CRM
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Pipedrive
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Freshsales
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Insightly
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Microsoft Dynamics CRM
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Monday.com CRM
…and many more.
Why Choose VA Matters for CRM Migration?
Zero Downtime – We work around your business hours to avoid interruptions.
Data Integrity Guarantee – All your contacts, history, and files will remain intact.
Platform Expertise – Our team knows the ins and outs of all major CRMs.
Affordable Packages – Flexible pricing plans tailored to startups, SMBs, and enterprises.
Get Started with a Free Consultation
CRM migration doesn’t have to be stressful. Let VA Matters help you make the move with confidence. Contact us today for a free consultation and see how we can future-proof your customer relationship management.
👉 Visit https://vamatters.com/ or email info@vamatters.com to get started.
VA Matters — Simplifying CRM migration so you can focus on growth.
