CRM Migration Hub
The most comprehensive CRM migration resource on the internet. Plan your migration, estimate timelines, and know exactly what you'll keep — and lose.
🔄 Migration Compatibility Matrix
Click any cell to see migration details for that specific path.
| Migrating FROM: |  HubSpot |  Salesforce |  Pipedrive |  Zoho CRM |  Freshsales |  Monday CRM |  ActiveCampaign |  Close |  Less Annoying CRM |  Copper |
|---|---|---|---|---|---|---|---|---|---|---|
| HubSpot | 🟡 | 🟢 | 🟢 | 🟡 | 🟡 | 🟡 | 🟡 | 🟡 | 🟡 | |
| Salesforce | 🟢 | 🟡 | 🟢 | 🟢 | 🟡 | 🟡 | 🟡 | 🔴 | 🟡 | |
| Pipedrive | 🟢 | 🟡 | 🟢 | 🟢 | 🟡 | 🟡 | 🟡 | 🟡 | 🟡 | |
| Zoho CRM | 🟢 | 🟡 | 🟢 | 🟢 | 🟡 | 🟡 | 🟡 | 🟡 | 🟡 | |
| Freshsales | 🟡 | 🟡 | 🟡 | 🟡 | 🟡 | 🟡 | 🟡 | 🔴 | 🟡 | |
| Monday CRM | 🟡 | 🔴 | 🟡 | 🟡 | 🟡 | 🟡 | 🔴 | 🔴 | 🔴 | |
| ActiveCampaign | 🟡 | 🔴 | 🟡 | 🟡 | 🟡 | 🟡 | 🔴 | 🔴 | 🟡 | |
| Close | 🟡 | 🔴 | 🟡 | 🟡 | 🟡 | 🔴 | 🔴 | 🔴 | 🔴 | |
| Less Annoying CRM | 🟡 | 🔴 | 🟡 | 🟡 | 🟡 | 🔴 | 🔴 | 🔴 | 🔴 | |
| Copper | 🟡 | 🔴 | 🟡 | 🟡 | 🟡 | 🔴 | 🟡 | 🔴 | 🔴 |
⏱️ Migration Timeline Estimator
Get a realistic estimate based on your actual data and team size.
Adjust the sliders and click Estimate My Migration to see your personalized timeline, cost estimate, and risk assessment.
✅ Migration Checklist
A complete pre/during/post migration checklist. Check items off as you go, then print it.
Pre-Migration (1-2 weeks before)
During Migration
Post-Migration
Emergency Rollback Plan
⚠️ What You'll Actually Keep (And Lose)
Nobody talks about this. We will.
| Data Type | Transfers? | Reality Check |
|---|---|---|
| Contacts & companies | Yes | All fields transfer if mapped correctly before migration |
| Deals & opportunities | Yes | Pipeline stages need remapping — names rarely match 1:1 |
| Notes & activity log | Partial | Notes transfer, but timestamps often shift. Activity history may be incomplete. |
| Email conversation history | Usually no | This is the #1 surprise. Most CRMs don't export email threads. Your team loses conversation context. |
| Workflow automations | No | Every automation must be rebuilt from scratch. Budget 1-3 days for this alone. |
| Report dashboards | No | Reports don't transfer between any CRMs. Screenshot your current reports before migrating. |
| File attachments | Depends | Small files usually transfer. Large attachments and linked documents often don't. |
| Custom field data | If mapped | Only works if you create matching fields in the new CRM first and map them during import. |
| Tags & segments | Partial | Tags export as text. Smart segments/filters must be recreated. |
| User permissions & roles | No | Team structure, permissions, and visibility rules must be set up from scratch. |
Based on migration documentation from vendor websites and common migration experiences reported by CRM users. Last updated April 2026.