Centre de Migration CRM
La ressource de migration CRM la plus complète sur Internet. Planifiez votre migration, estimez les délais et sachez exactement ce que vous garderez — et perdrez.
🔄 Matrice de compatibilité de migration
Cliquez sur une cellule pour voir les détails de migration pour ce chemin.
| Migration DEPUIS : | | | | | | | | | | |
|---|---|---|---|---|---|---|---|---|---|---|
| 🟡 | 🟢 | 🟢 | 🟡 | 🟡 | 🟡 | 🟡 | 🟡 | 🟡 | ||
| 🟢 | 🟡 | 🟢 | 🟢 | 🟡 | 🟡 | 🟡 | 🔴 | 🟡 | ||
| 🟢 | 🟡 | 🟢 | 🟢 | 🟡 | 🟡 | 🟡 | 🟡 | 🟡 | ||
| 🟢 | 🟡 | 🟢 | 🟢 | 🟡 | 🟡 | 🟡 | 🟡 | 🟡 | ||
| 🟡 | 🟡 | 🟡 | 🟡 | 🟡 | 🟡 | 🟡 | 🔴 | 🟡 | ||
| 🟡 | 🔴 | 🟡 | 🟡 | 🟡 | 🟡 | 🔴 | 🔴 | 🔴 | ||
| 🟡 | 🔴 | 🟡 | 🟡 | 🟡 | 🟡 | 🔴 | 🔴 | 🟡 | ||
| 🟡 | 🔴 | 🟡 | 🟡 | 🟡 | 🔴 | 🔴 | 🔴 | 🔴 | ||
| 🟡 | 🔴 | 🟡 | 🟡 | 🟡 | 🔴 | 🔴 | 🔴 | 🔴 | ||
| 🟡 | 🔴 | 🟡 | 🟡 | 🟡 | 🔴 | 🟡 | 🔴 | 🔴 |
⏱️ Estimateur de délais de migration
Obtenez une estimation réaliste basée sur vos données et la taille de votre équipe.
Adjust the sliders and click Estimate My Migration to see your personalized timeline, cost estimate, and risk assessment.
✅ Checklist de migration
Une checklist complète avant/pendant/après migration. Cochez les éléments et imprimez-la.
Pre-Migration (1-2 weeks before)
During Migration
Post-Migration
Emergency Rollback Plan
⚠️ Ce que vous garderez vraiment (et perdrez)
Personne n'en parle. Nous, si.
| 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. |
Basé sur la documentation de migration des sites des éditeurs et les expériences courantes de migration. Dernière mise à jour avril 2026.