CRM MIGRATION

CRM Migration Guide.

Migrating CRMs is scary. ALE migrates your data with zero downtime, field mapping, and full import testing.

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CRM MIGRATION BLOCKS SWITCHING

CRM Migration Blocks Switching

Most agencies stay on bad CRMs because migration feels impossible. ALE handles migration.

Data Export Pain

Old CRM locks data.

Field Mapping

Fields do not match.

Go Live Risk

Downtime kills revenue.

THE MIGRATION PLAYBOOK

The Migration Playbook

01

Data Export

We handle export.

02

Field Mapping

We map every field.

03

Import Testing

Sandbox validation.

04

Go Live Plan

Zero downtime plan.

05

Team Training

Onboarding included.

06

Post Migration Support

30 day support.

WHO THIS FITS

Who This Helps

Switching Agencies

Moving from AMS.

Growth Stage Agencies

Outgrowing tools.

Multi Producer Agencies

Team migration.

Solo Producers

Solo migration.

PACKAGE FIT

ALE Packages

Launch: $497 per month

Data export, field mapping, import testing, go live.

  • Core CRM
  • Data export
  • Field mapping
  • Import testing
  • Go live plan
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Build: $897 per month

Adds AI receptionist, team training, post migration support.

  • Everything in Launch
  • AI phone receptionist
  • Team training
  • Post migration support
  • Priority support
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Migrate Without Downtime.

Book a 20 minute demo. We will walk through migration.

BOOK DEMO CALL (516) 780-1385