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CRM migration assessment

Moving from another CRM? Start with a data assessment.

Tell us which CRM you use and what you need to bring. We’ll assess the export format, record structure and relationships before confirming whether a migration is practical.

Request an assessment
Your starting pointAnother CRMThe data your team relies on
In betweenMap & reviewNothing is created until you’ve seen the preview
Your next chapterCapableA plan for your team to switch
Check the possibilities

Start with what your CRM can export.

Other CRMs are assessed individually. We’ll confirm the supported scope and any preparation required before committing to the migration.

What to bring to the conversation

  1. Tell us the CRM name and the record types your team uses.
  2. Check whether it can export CSV files with stable record IDs.
  3. Describe how it links people, companies and deals.
  4. Check whether tasks, notes and activity history are included or need separate exports.
  5. List any custom objects, automation or integrations your team depends on.
Set the scope

Check what can
come with you.

We review compatibility first, then confirm whether a migration is practical.

DATA

Start with your core records

We check which companies, contacts, leads, deals, tasks, notes and activities can map to Capable.

MAPPING

Review the mapping

Map owners, pipeline stages, relationships and supported custom fields to your workspace.

SETUP

Scope complex work separately

Custom objects, files, automation, integrations and some history need their own assessment.

Start a conversation

Let’s assess
your move.

You don’t need an export to start. A description of your setup is enough.

  • Which records matter to your team
  • What needs a closer look
  • Your priorities and timing

Please leave customer data, files and credentials out of your request.

Or email hello@capable.run ↗

Review your request, then send it from your email app.

A brief outline is enough. Please leave out customer data, exports, and credentials. Up to 800 characters.

Preparing a draft does not send your details. You choose when to email us. Privacy policy

Before you switch

A few practical
answers.

Still have a question?
Talk to us ↗

Can you migrate from any CRM?

We assess other CRMs individually. An export is the starting point, but its records, fields and relationships must fit an agreed mapping. We’ll confirm feasibility before committing to the work.

Can I migrate the data myself?

Yes. Workspace admins can import supported Salesforce, HubSpot and Attio CSV exports in Settings → Data management → CRM migration. Upload your files, map fields and relationships, review the preview, then run the import and check its results. Assisted help is optional. For Pipedrive and other CRMs, we help with the migration and confirm the scope first.

Is this an automatic connection?

The importer uses CSV files that you export from your current CRM. It does not connect directly to Salesforce, HubSpot or Attio, and it does not keep the two systems in sync.

Are there limits to a self-service import?

Each batch accepts up to 20 CSV files and 1,000 records, with a combined file size of 500 KiB (512,000 bytes). Split larger exports into smaller batches. Imports create records; they do not overwrite existing data or provide an ongoing sync. Complex configurations need separate planning.

Will everything move?

Coverage depends on the records, fields and relationships in your export. Preview the supported data before importing. Custom objects, automation, integrations, files and unsupported history need separate assessment; a CSV import does not recreate your entire CRM setup.

How long will it take?

Timing depends on your export size, mapping and configuration. You can work through a self-service import at your own pace. For assisted migrations, we estimate the work after reviewing your setup and intended switch date.

Do I need an export before getting in touch?

No. If you want assisted help, start with a description of your setup and the data you need to bring. For a self-service import, you’ll need CSV exports ready to upload.
Other starting points

Explore another migration.

01Self-service

Salesforce

Start with your core records. Plan custom objects, automation and configuration separately.

See the migration guide →
02Self-service

HubSpot

Map companies, contacts and deals. Check associations and activity history as part of the scope.

See the migration guide →
03Assisted

Pipedrive

Map organizations, people and deals with their pipelines and stages. Plan activities and notes alongside.

See the migration guide →
04Self-service

Attio

Review your records and list-specific data so the mapping reflects how your team works.

See the migration guide →
← All migration options
Switch to Capable

Bring your data.Keep your history.

Get migration help