The SMB CRM Migration Checklist: Switch Without Losing a Single Lead

July 30, 2026 · 6 min read · AI CRM

Migrating CRMs scares owners for one reason: fear of losing pipeline. Here's the exact checklist we use with Legion customers.

  1. Export contacts, deals, notes, and call history from old CRM.
  2. Map fields — including custom fields.
  3. Import into staging workspace and sample 25 records.
  4. Set up integrations (calendar, phone, forms) before cutover.
  5. Run parallel for 5 days; cut inbound routing once matched.
  6. Keep old CRM read-only for 90 days.

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