I'll migrate CRM data without loss or duplicates

Switching to a new CRM usually comes down not to the system itself, but to the data: thousands of client cards, deal stages, attachments, and years of correspondence that need to be moved so nothing is lost and nothing doubles. I handle exactly this part of the project — complete data migration, not just file export-import.

First I understand the structure of the old and new systems: I map fields, decide how to transfer custom properties and sales funnels, agree with you on rules for duplicate clients, merged companies, and abandoned deals. The migration itself goes in batches with checkpoints — if something goes wrong midway, it's visible immediately, not after the entire database is corrupted. Correspondence history, notes, and files transfer with original dates and authorship, not becoming faceless imports.

After migration I verify: I compare record counts, spot-check cards against the original, prepare a report on what was migrated, what was merged, and what needs manual review. You get a working CRM with clean data, not a formally completed import.

What's included in the work:
— audit of data structure in old and new systems
— agreed rules for duplicate elimination
— migration in batches with rollback points
— verification report after migration