Accelerate CRM migrations with Switch
Migrate from your old system, while carrying all your business logic to ensure business continuity; during and after the migration.
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Migrate every nook and cranny of your CRM
OWNERSHIP
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Records
All record ownerships migrated for continuous tracking, data accuracy.
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Add Users
Create new users to maintain or transfer CRM ownerships.
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Deactivated Users
Migrate deactivated or inactive users, for historical and forecasting precision.
Ownership
Change your CRM, not your business.
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Ownership 2
Change your CRM, not your business.
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Ownership 3
Change your CRM, not your business.
VALIDATION
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Association
Every record associated without fail, and reliably.
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Accuracy
Every record migrated without fail, and verified during migration.
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Clarity & Sanity
No missing records, inaccurate associations, or untracked activities, ever.
Validation
Zero errors, lesser failures.
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Validation
Zero errors, lesser failures.
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Validation
Zero errors, lesser failures.
PIPELINES
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Create
Create new Pipelines in your new CRM to migrate all your deal data.
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Merge
Merge multiple Pipelines into one, along with the deal stages.
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Stages
Map stages as you like, or create a new stage to map your data.
Pipelines
Deal pipelines, stages, and all your sales processes.
Pipelines
Deal pipelines, stages, and all your sales processes.
Pipelines
Deal pipelines, stages, and all your sales processes.
CUSTOMIZATION
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Objects
Create new Objects to map your data, along with the corresponding properties.
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Users
Create new Users to assign records, and activities.
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Properties & Options
Map your properties and their options, or simply create new ones.
Customization
Select, map, create — migrate your business, not just your data.Select, map, create — migrate your business, not just your data.Select, map, create — migrate your business, not just your data.
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Customization
Select, map, create — migrate your business, not just your data.Select, map, create — migrate your business, not just your data.Select, map, create — migrate your business, not just your data.
Customization
Select, map, create — migrate your business, not just your data.Select, map, create — migrate your business, not just your data.Select, map, create — migrate your business, not just your data.
SECURITY
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Reliable
A retry mechanism built in to handle failures, and prevent halts in migration.
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No data storage
All your migration data transfer directly between source and destination.
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Privacy
No storage on the platform, keeping your CRM data completely private.
Security
Nothing stored, nothing retained, so you never have to worry about your data.
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Security
Nothing stored, nothing retained, so you never have to worry about your data.
Security
Nothing stored, nothing retained, so you never have to worry about your data.