We migrate the data. We own adoption. You just deliver.
Most migration tools stop once the data lands. We also run the adoption work after go-live, so your client's team actually moves into the new CRM.
Your brand on the portal, our team doing the work. You never touch a field map.
Moving the data is the easy part.
The hard part is the weeks after go-live, when half the client's team is still in spreadsheets and the project is still on your books.
We run the migration and the adoption work under your brand. You keep the client.
What you hand off
Three jobs your team does on every migration today. We take all three.
The migration
Records, custom objects, deals and workflows, mapped and cleaned. Automations are translated and run against the new CRM.
Adoption
We track who's working in the new CRM and follow up with the people who aren't. You get a dashboard to show the client.
Your brand
The client portal carries your logo, your color, your contact details and your booking link. The client relationship stays with you.
What your team works in
The real product, not a mockup. Your team runs migrations here; your client only ever sees your portal.
What needs you today
Stalled and failed migrations at the top, then every client in flight with its status, progress and last activity.
How a migration runs
Your client sees your brand at every step. You approve the plan before anything moves.
Pick the client and the CRMs
Choose the client and the two CRMs. We check the pair is supported before anything else happens.
Connect both CRMs
Your client signs in to each CRM once. We never store their CRM passwords or keys.
Approve the plan, then test
You review the field map before anything moves, then run a test batch your client can check.
Go live and verify
We run the full migration, then read records back from the new CRM to check they match. Your client follows along on your branded portal.
Resell it at your price.
You quote your client. We charge you a flat fee. The difference is yours.
Run your own numbersExample: one full-complexity migration
- Client pays you
- $3,500
- QuillSwitch fee
- −$999
- 4 h of your team at $75
- −$300
- You keep
- $2,201 (63%)
Then we make sure they use it
Adoption tracking, follow-ups, training and a go-live checklist that get a client's team onto the new CRM, for every migration.
Who's actually using the new CRM
After go-live we read activity from the new CRM every day: records created and updated, calls and meetings logged, deals moved. You see who is active, who is slowing down and who hasn't started, person by person and team by team.
Tracked per person
Activity in the new CRM is tracked for every user after cutover, so you can see exactly who hasn't switched yet, not just a login count.
Follow-ups you don't send
When someone goes quiet they get a nudge with what to do first, under your agency's name. If they stay quiet, their manager is copied.
Their to-dos, on your portal
Checklist items you mark for the client show up on your branded portal as their to-dos, along with how their team is settling in.
Answers for your client's IT team, before they ask.
We never hold CRM passwords
CRM logins are handled by Nango, a dedicated credential vault. We only ever get short-lived, scoped access.
AI never sees raw records
AI steps get field names and at most five masked, trimmed samples. Every AI step has a rule-based fallback, so a migration can run with AI off.
Encrypted in transit and at rest
TLS 1.3 on every connection, AES-256 for stored data. No plaintext fallback.
Isolated, with a full audit trail
Each migration runs on its own, and every data access is logged.
Nothing moves until you approve
You sign off on the exact plan, and your client tests in a sandbox before cutover.
Rollback built in
Checkpoints are taken as the migration runs, so a step that looks off can be undone.
20+ CRMs supported
Any of them can move into Salesforce, HubSpot, Pipedrive, Zoho or Dynamics 365, and most work in both directions. See every supported pair.
Salesforce
HubSpot
Pipedrive
Zoho CRM
Microsoft Dynamics 365
Attio
Close
Copper
Freshsales
ActiveCampaign
Insightly
Monday.com CRM
Clarify
Airtable
Agile CRM
Zendesk Sell
Capsule CRM
Nimble
SugarCRM
Keap
NetSuite CRM
NutshellSalesforceHubSpotPipedriveZoho CRMMicrosoft Dynamics 365AttioCloseCopperFreshsalesActiveCampaignInsightlyMonday.com CRMClarifyAirtableAgile CRMZendesk SellCapsule CRMNimbleSugarCRMKeapNetSuite CRMNutshellNutshellNetSuite CRMKeapSugarCRMNimbleCapsule CRMZendesk SellAgile CRMAirtableClarifyMonday.com CRMInsightlyActiveCampaignFreshsalesCopperCloseAttioMicrosoft Dynamics 365Zoho CRMPipedriveHubSpotSalesforceNutshellNetSuite CRMKeapSugarCRMNimbleCapsule CRMZendesk SellAgile CRMAirtableClarifyMonday.com CRMInsightlyActiveCampaignFreshsalesCopperCloseAttioMicrosoft Dynamics 365Zoho CRMPipedriveHubSpotSalesforceTwo flat prices
Priced by complexity, not by seat. Pick the tier that matches the migration and we'll take it from there.
Straightforward
For smaller migrations
flat, per migration, paid once
- Up to 10,000 records included
- Up to 3 custom objects
- Full data mapping and cleansing
- Straightforward workflow and automation rebuild: up to 2 active automations, linear only
- Data review and approval before cutover
- White-label change management and adoption dashboard
“Straightforward” means linear automations only, no conditional branching or cross-object logic. Have more complex workflows? You’re likely a fit for the $999 tier.
Book a Partner DemoFull complexity
Per migration
flat, per migration, paid once
- Up to 40,000 records included
- Up to 5 custom objects (deals, tickets, custom pipelines, etc.)
- Full data mapping and cleansing
- Full workflow and automation rebuild, including conditional branching, delays and multi-step automations. Sales sequences and cross-object logic are rebuilt from a guided checklist
- Data review and approval before cutover
- White-label change management and adoption dashboard
Have more records, more custom objects, or a more complex setup? Talk to us and we'll give you a straightforward quote.
Send us your next migration
- Data and workflows migrated
- Adoption tracked and followed up
- Your brand on the client portal
- One flat price per migration
Tell us about your firm
9 quick questions about your team, the CRMs you migrate and your next project. Takes about two minutes, and your demo is built around your answers.
- Team size and migration volume
- CRMs your clients use
- What matters most to you