Centro de Migración CRM
El recurso de migración CRM más completo de Internet. Planifica tu migración, estima plazos y descubre exactamente qué conservarás — y qué perderás.
🔄 Matriz de compatibilidad de migración
Haz clic en cualquier celda para ver los detalles de esa ruta de migración.
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⏱️ Estimador de plazos de migración
Obtén una estimación realista basada en tus datos y tamaño de equipo.
Adjust the sliders and click Estimate My Migration to see your personalized timeline, cost estimate, and risk assessment.
✅ Checklist de migración
Una checklist completa pre/durante/post migración. Marca los elementos y luego imprímela.
Pre-Migration (1-2 weeks before)
During Migration
Post-Migration
Emergency Rollback Plan
⚠️ Lo que realmente conservarás (y perderás)
Nadie habla de esto. Nosotros sí.
| Data Type | Transfers? | Reality Check |
|---|---|---|
| Contacts & companies | Yes | All fields transfer if mapped correctly before migration |
| Deals & opportunities | Yes | Pipeline stages need remapping — names rarely match 1:1 |
| Notes & activity log | Partial | Notes transfer, but timestamps often shift. Activity history may be incomplete. |
| Email conversation history | Usually no | This is the #1 surprise. Most CRMs don't export email threads. Your team loses conversation context. |
| Workflow automations | No | Every automation must be rebuilt from scratch. Budget 1-3 days for this alone. |
| Report dashboards | No | Reports don't transfer between any CRMs. Screenshot your current reports before migrating. |
| File attachments | Depends | Small files usually transfer. Large attachments and linked documents often don't. |
| Custom field data | If mapped | Only works if you create matching fields in the new CRM first and map them during import. |
| Tags & segments | Partial | Tags export as text. Smart segments/filters must be recreated. |
| User permissions & roles | No | Team structure, permissions, and visibility rules must be set up from scratch. |
Basado en documentación de migración de sitios de proveedores y experiencias comunes de migración. Última actualización abril 2026.