Guides / Switching CRM
Switching CRM: a step-by-step checklist.
Moving systems doesn't have to mean lost data and a frustrated team. Follow these steps and the switch can take days, not months.
6 min read · Kesslan guides
Before you switch
- List where your data livesOld CRM, spreadsheets, inboxes, phones, diaries. Note who owns each.
- Decide what to bringActive clients and open deals always. Old records only if you'll use them.
- Agree your stagesWrite down how work moves through your firm today, in your own words.
- Pick a switch dateAvoid your busiest week, and tell the team early.
During the move
- Export and mapMatch each field in the old system to one in the new.
- Import and checkSpot-check ten real clients from start to finish.
- Connect your channelsEmail, WhatsApp, social and website forms, so new enquiries land in the new system.
- Run side by side if neededFor a short time, until the team is confident.
After the switch
- Train everyoneShort, role-specific sessions beat one long demo.
- Switch off the old systemOnce you're confident nothing is missing.
- Review after a monthWhat's working, what isn't, and what to automate next.
Or let us do it
With Kesslan, our team does the heavy lifting: mapping, importing, checking, connecting your channels and training your team, on every plan.
Keep exploring
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