Bring your contacts, companies, deals and tickets across from another CRM with their full history intact. HubSpot now, Pipedrive and Monday.com on the way.
Switching CRM shouldn't be a headache.
Moving from another system is the thing that puts most people off changing CRM, so we've built a proper migration tool to take the pain out of it. The CRM Migration app in your Administration Portal walks you through importing another CRM step by step - connect, choose your data, map your fields, review, and run. Your contacts, companies, deals, and tickets come across, and so does the history behind them.
Where you're moving from.
HubSpot is supported today, with more systems on the way. Don't see yours yet? We can still get you moved - tell us what you're moving from and our UK team will help bring your data across, whether through a CSV import, the API, or a hand-built migration for your system.
Your history comes with you.
A migration isn't much use if it only brings the records and leaves the story behind. Notes, emails, calls, meetings, tasks, and messages all come across with their original dates and land on each contact's timeline in the right order. Calls that have a recording keep it, so you can play it back in Clockwork CRM, and file attachments are imported too - so a contact reads exactly the same after the move as it did before.
Map your fields your way.
Match the fields from your old system to your Clockwork CRM fields, or create new custom fields on the fly for anything that doesn't have a home yet. Deal and ticket pipelines map to your sale and case stages, and owners map to your users by email - so everything lands where your team expects to find it.
No duplicates, no surprises.
Decide what happens when a contact or company already exists: keep your existing record and link the import to it, update it with the incoming values, or always create a new record. Choosing to update also refreshes anything you imported on an earlier run, so re-running a migration never leaves you with duplicates.
Runs in the background.
Connect in a couple of clicks, choose what to bring over, and let the migration run while you carry on with your day. Live progress for each type of record means you can leave the page and come back, and everything already imported is tracked so you can safely re-run to pick up new records at any time.
Always know what came in.
Every imported record is tagged with its source and keeps its original ID from the old system, so you can always find exactly what was brought in and trace it back. If you'd rather not lift a finger, our UK-based team can help plan and run your migration for you.
Full access for 14-days, get started today.
No credit card required.