CRM Data Migration: How to Move to a New CRM Without Losing Anything
Moving your contacts to a new CRM is the easy part. The calls, notes, and deal history behind them are what usually get lost. Here is how to bring all of it across.
Software decisions compound. A pricing model picked in week three of a SaaS launch sets the unit economics for years. A custom CRM that fits your sales motion saves a hire by month three. An AI layer scoped well in month one delivers measurable lift by quarter one. Three solid pieces from this archive should remove at least a week of guessing from the next decision in front of you.
Walk in mid-decision and walk out with a sharper view of it. Whether you are weighing build vs buy, picking a framework, scoping an AI layer that looked easy in the demo, redesigning a UX flow that loses users at step three, or deciding whether to keep patching a migration that quietly grew over months. The next decision should feel less guesswork-shaped.
Topics here range across AI implementation, SaaS strategy, custom CRM, HR tech, e-commerce, software engineering, data and analytics, design and UX, and domain-specific software for financial markets, TradingView, and real estate. Plus inside stories: short reads on what we learned building real products for real businesses.
When custom wins for growing sales teams
Why businesses hit limits and how to fix them
When custom saves your growth
how to pick the right system
Moving your contacts to a new CRM is the easy part. The calls, notes, and deal history behind them are what usually get lost. Here is how to bring all of it across.
Sales teams that implement AI in 2026 close more deals, forecast pipeline accurately, and free their reps to spend their day actually selling instead of managing CRM fields. This article walks through the eight specific AI applications already moving win rates and deal velocity, what a realistic three-month rollout looks like at a 50-rep SaaS, and how to pick the one to start with this quarter.
The CRM that worked when you had 50 leads and three salespeople starts breaking when you have 500 leads, eight salespeople, and a process that no longer fits the software. This is not a training problem. This is what happens when a business outgrows a tool built for a different kind of business.
Most CRM projects fail not because the technology is wrong. The company that built it did not understand the business it was built for. Here is what to look for, what to avoid, and the questions that actually matter.
Salesforce costs per user per month. A custom CRM costs once. Here is the honest framework for deciding which one is right for your business, from a team that has built both.
One article a fortnight. No fluff, no product pitches — just substantive thinking on building vertical software that works in the real world.