SuiteCRM Migration Services
Move from Salesforce or another CRM to SuiteCRM — with less risk, lower long-term cost, and more control over your data.
Is SuiteCRM Migration Services Right for You?
If your CRM has become too expensive, too rigid, or too difficult to customize, SuiteCRM may be a better fit. iGo Sales and Marketing helps businesses migrate from Salesforce, HubSpot, SugarCRM, Zoho, Microsoft Dynamics, spreadsheets, and legacy CRM systems to SuiteCRM. We help you plan the migration, clean the data, map fields properly, preserve important relationships, configure SuiteCRM, train users, and support the system after launch. A successful CRM migration is not just a data import. It is a chance to reduce software costs, improve data sovereignty, avoid vendor lock-in, and rebuild your CRM around how your business actually works.Salesforce to SuiteCRM Experience
We have helped businesses move away from expensive CRM platforms and into SuiteCRM.
$40,000 USD/year Saved
One client saved approximately $40,000 USD per year in Salesforce fees after moving to SuiteCRM.
Executive Level Dashboards
We bring our own proprietary Executive Dashaboards and Opportunity Kanban to your team.
Nearly 10 Years on SuiteCRM
The same client continued using SuiteCRM for nearly a decade after the migration.
More Than Data Migration
We help with data cleanup, configuration, training, reporting, automation, hosting, and support.
Data Sovereignty
Take control of your own data and keep it private and to yourself, for your own benefit.
Read the $40,000/year Savings Case Study
Discovery how we saved one client $40,000 per year in Saas Fees
Is Your Current CRM Costing More Than It’s Worth?
Many businesses start with Salesforce, HubSpot, Dynamics, Zoho, SugarCRM, or another commercial CRM because it seems like the safe choice. Over time, the costs and limitations become harder to ignore. Your CRM may have started as a useful sales tool, but now it may be creating friction instead of solving problems.
- Your per-user CRM licensing fees keep increasing.
- Your team is paying for features it does not use.
- Customization is too expensive or too limited.
- Reports are unreliable because the data is messy.
- Your sales process no longer matches the CRM.
- Your team avoids using the system.
- You are locked into a vendor-controlled platform.
- You want more control over hosting, data, backups, and integrations.
- You need a CRM that can be customized around your business instead of forcing your business to adapt to the software.
Data Sovereignty: Your CRM Should Be a Business Asset You Control
CRM data is some of the most valuable information in your business. It includes your customers, prospects, sales pipeline, notes, activities, communication history, pricing discussions, service records, and years of relationship intelligence. For many businesses, the concern is no longer just “Where is our data stored?” The bigger questions are:- Who controls the platform?
- Who controls access to the data?
- What happens if pricing changes?
- What happens if key features are moved into higher pricing tiers?
- Can you export everything cleanly?
- Can you host the system in Canada or with a provider you trust?
- Can you customize the CRM without being locked into one vendor’s roadmap?
- Can you maintain access if your business requirements change?
Your CRM should not feel like a rented database you are afraid to leave.
What Can Be Migrated to SuiteCRM?
Every migration is different, but most SuiteCRM migration projects include a combination of standard CRM records, related records, custom fields, users, activities, notes, files, and reporting requirements. A good migration is not just about importing CSV files. The important part is making sure the data still makes sense after it arrives.
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Accounts and Companies
Customer, prospect, vendor, partner, and organization records.
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Contacts and Leads
People, prospects, lead sources, contact information, and related account history.
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Opportunities and Pipeline Data
Open opportunities, historical deals, sales stages, expected close dates, probabilities, and revenue data.
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Activities and History
Calls, meetings, tasks, notes, emails, follow-ups, and important communication history.
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Documents and Attachments
Files, proposals, supporting documents, and related attachments where available.
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Custom Fields and Dropdowns
Salesforce custom fields, picklists, CRM-specific values, and important business data.
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Users and Record Ownership
Assigned users, teams, ownership history, and visibility requirements.
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Reports and Dashboards
Rebuilt reporting structures, dashboards, KPIs, and management views.
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Workflows and Automations
Business logic, notifications, process automation, and follow-up workflows.
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Web Forms and Integrations
Lead capture forms, marketing automation, website integrations, and other connected systems.
Migrate from Salesforce, HubSpot, SugarCRM, Zoho, Dynamics or Legacy Systems
Our SuiteCRM Migration Process
Step 1: CRM Discovery and Migration Planning
We start by reviewing your current CRM, business process, users, modules, fields, reports, workflows, integrations, pain points, and migration goals.
This helps us understand what should be moved, what should be cleaned up, what should be rebuilt, and what should be left behind.
Step 2: Data Audit and Cleanup
Old CRM systems often contain duplicate records, abandoned opportunities, inconsistent dropdown values, outdated contacts, unused fields, and reports nobody trusts.
Before migration, we help identify data quality issues that could create problems in the new system.
Step 3: Field Mapping and SuiteCRM Configuration
We map your existing CRM fields into SuiteCRM and configure the destination system before the data is imported.
This may include custom fields, dropdown values, modules, layouts, roles, permissions, workflows, dashboards, and reporting requirements.
Step 4: Test Migration
A test migration helps validate record counts, field values, relationships, date formats, ownership, notes, files, and historical records before the final go-live.
This step is critical because migration problems are much easier to fix before users begin relying on the system.
Step 5: Final Migration and Cutover
Once the test migration is validated, we plan the final migration and help move your team into SuiteCRM with minimal disruption.
Step 6: Training and Post-Migration Support
A CRM migration is only successful if people actually use the new system. We can help train users, administrators, and managers so the team understands how SuiteCRM supports their day-to-day work.
Step 7: Optimization, Automation and Reporting
After launch, we can help improve dashboards, reports, workflows, integrations, and automation. This is where SuiteCRM can become more than a contact database. It can become a flexible business operations platform.
Step 1: CRM Discovery and Migration Planning
We start by reviewing your current CRM, business process, users, modules, fields, reports, workflows, integrations, pain points, and migration goals.
This helps us understand what should be moved, what should be cleaned up, what should be rebuilt, and what should be left behind.
Step 2: Data Audit and Cleanup
Old CRM systems often contain duplicate records, abandoned opportunities, inconsistent dropdown values, outdated contacts, unused fields, and reports nobody trusts.
Before migration, we help identify data quality issues that could create problems in the new system.
Step 3: Field Mapping and SuiteCRM Configuration
We map your existing CRM fields into SuiteCRM and configure the destination system before the data is imported.
This may include custom fields, dropdown values, modules, layouts, roles, permissions, workflows, dashboards, and reporting requirements.
Step 4: Test Migration
A test migration helps validate record counts, field values, relationships, date formats, ownership, notes, files, and historical records before the final go-live.
This step is critical because migration problems are much easier to fix before users begin relying on the system.
Step 5: Final Migration and Cutover
Once the test migration is validated, we plan the final migration and help move your team into SuiteCRM with minimal disruption.
Step 6: Training and Post-Migration Support
A CRM migration is only successful if people actually use the new system. We can help train users, administrators, and managers so the team understands how SuiteCRM supports their day-to-day work.
Step 7: Optimization, Automation and Reporting
After launch, we can help improve dashboards, reports, workflows, integrations, and automation. This is where SuiteCRM can become more than a contact database. It can become a flexible business operations platform.
Why Work with iGo Sales and Marketing?
iGo Sales and Marketing brings together practical SuiteCRM experience, CRM strategy, sales process knowledge, data migration experience, and digital marketing insight. We are not just trying to move records from one database to another. We help you build a CRM that is more useful, more affordable, and better aligned with your business.- SuiteCRM migration planning
- Salesforce to SuiteCRM migration
- SuiteCRM configuration and customization
- Data cleanup and field mapping
- Custom modules and workflows
- Reports and dashboards
- Training and user adoption
- SuiteCRM hosting and support
- CRM automation and integration
- Long-term CRM optimization
