Nobody moves a CRM alone
Two ways to bring your data over. Run it yourself with Portage, our built-in migration tool, or do it together with us. Both are free.
Decades of CRM and SalesOps behind us. The people who build Lumenbase are the ones who answer you.
Two ways in
Run it yourself
Best if your data is in decent shape and you would rather drive.
- Portage supports Pipedrive, Attio, HubSpot, and Salesforce exports. Check coverage for your source before starting.
- Review the source scan, choose what to import, and map your fields and owners.
- Follow progress in the background, then review imported, skipped, and failed records.
Do it with us
Best if the old system is messy, unusual, or you have no time for it.
- It starts with a conversation, not a form.
- We work out how the data gets across, then we take that part.
- We stay with you after the import, not just up to it.
Not sure which one? Ask. If Portage does the job on its own, we will say so.
Before you move
Agree the scope
List the records, custom fields, owners, notes, and files you need. Tell us about any links or history you cannot lose.
Check a sample
Agree a small test before the full move. Open sample records and check their company links, contacts, stages, dates, and owners.
Plan the switch
Agree when to stop edits in the old CRM, how to handle later changes, and who signs off. Keep access until you have checked the results.
What happens when we do it together
You tell us where you are
Which CRM you are on, roughly how much is in it, and anything about your setup that never fit it.
A person answers
Not an autoresponder. We read every message ourselves, and we usually come back with questions.
We work out the route togetherFair use
Getting data out of the old system is where migrations stall. We find the way across with you, and we take the technical part.
We do the move
We run the import and check what landed against your own numbers.
You look at it before it counts
You see what moved and what we found. Nothing is final until you say it is.
We keep talking
Fields, funnels, and the parts that never fit a default setup. The conversation does not stop at the import.
If it goes wrong
Rollback removes eligible records created by the import. Records edited or used afterward may be kept. Review the rollback results.
Keep an export from your old CRM. Updates to existing records are outside the rollback scope.
Agree which records, fields, files, and history you need to move. Check their coverage before choosing a migration route.
What it costs
Nothing. Migration is free on every plan, including during the trial.
What we do not promise
We will not give you a response-time guarantee we cannot keep. We are a small team. A person reads every message and answers it, and that is what we stand behind.
Export help is fair use, not unlimited hours. We will not commit to the work before we know your setup. If yours takes real effort, we will tell you what is involved and agree it with you first.