CRM Migration Checklist
Ensure all critical steps are completed for a successful CRM migration.
Project Name
*
Organization/Department
*
Project Owner / Main Contact
*
First Name
Last Name
Contact Email
*
example@example.com
Current CRM Platform
*
Please Select
Salesforce
HubSpot
Zoho CRM
Microsoft Dynamics
Pipedrive
Other
Target CRM Platform
*
Please Select
Salesforce
HubSpot
Zoho CRM
Microsoft Dynamics
Pipedrive
Other
Planned Migration Date
*
-
Month
-
Day
Year
Date
Which data types will be migrated?
*
Contacts
Leads
Opportunities/Deals
Accounts/Companies
Notes/Activities
Tasks
Custom Fields
Other
Pre-Migration Checklist
Rows
Completed
Notes
Data backup completed
1
Stakeholders notified
2
Migration plan reviewed
3
User access prepared
4
Integration requirements checked
5
Post-Migration Checklist
Rows
Completed
Notes
Data integrity validated
6
Custom fields verified
7
Integrations tested
8
User permissions checked
9
Stakeholders updated
10
Overall Migration Status
*
Not Started
In Progress
Completed
On Hold
Additional Comments or Notes
Submit Checklist
Should be Empty: