Switch to SuiteCRM. Keep Everything That Matters.
Migrating CRMs is the project every business dreads — and the one that delivers the biggest long-term payoff. Leaving an overpriced SaaS platform for SuiteCRM eliminates per-user licensing forever, gives you complete data ownership, and unlocks unlimited customization. But only if the migration is done right.
TechEsperto has migrated businesses from every major CRM platform to SuiteCRM — with zero data loss, preserved relationships, recreated workflows, and teams trained and productive on day one.
We Migrate From Every Major Platform
Salesforce → SuiteCRM
The most common migration we handle. Salesforce’s per-user licensing ($25–$330/user/month) drives businesses to SuiteCRM once they realize they’re paying $100,000+/year for features SuiteCRM includes free. We map Accounts, Contacts, Opportunities, Cases, Activities, and Custom Objects to SuiteCRM equivalents. Salesforce Apex triggers and Process Builder flows are rebuilt as SuiteCRM workflows and Logic Hooks. Full comparison →
SugarCRM → SuiteCRM
The smoothest migration possible. SuiteCRM is a fork of SugarCRM — they share the same foundational architecture. Database structures are compatible, module concepts are identical, and PHP customizations often port with minor adjustments. We’ve migrated dozens of SugarCRM instances. Full comparison →
HubSpot → SuiteCRM
HubSpot’s free tier hooks businesses, then paid plans escalate quickly ($800+/month for marketing automation). We export Contacts, Companies, Deals, Tickets, and marketing data, mapping HubSpot properties to SuiteCRM fields. Campaign workflows are rebuilt using SuiteCRM’s free Campaigns module. Full comparison →
Zoho CRM → SuiteCRM
Zoho’s bulk export creates CSV files per module. We map Zoho’s fields, custom modules, and Blueprint automations to SuiteCRM equivalents. For businesses hitting Zoho’s customization limits, SuiteCRM’s Module Builder and Logic Hooks provide the depth Zoho can’t. Full comparison →
Microsoft Dynamics 365 → SuiteCRM
Dynamics’ complexity and cost ($65–$210/user/month) push mid-market businesses toward SuiteCRM. We handle entity mapping, workflow conversion, and Power Automate flow rebuilding as SuiteCRM automations. Full comparison →
Other Platforms
We also migrate from Pipedrive, Freshsales, Bitrix24, vTiger, Monday CRM, EspoCRM, Copper CRM, spreadsheets, custom databases, and legacy systems. If your data is accessible, we can migrate it.
Our Migration Process
Phase 1: Discovery & Planning (Week 1–2)
We audit your current CRM to understand what needs to move: data inventory (which modules, how many records, what relationships exist), custom field and module mapping (your fields → SuiteCRM fields), workflow and automation inventory (what automations need rebuilding), integration mapping (which external tools connect to your CRM), and user roles and permissions (how access control translates to SuiteCRM Security Groups).
You receive a detailed Migration Plan document before any data moves.
Phase 2: SuiteCRM Setup & Customization (Week 2–4)
While planning happens, we simultaneously prepare SuiteCRM: install and configure SuiteCRM on your chosen hosting infrastructure, create custom fields and layouts matching your current CRM structure, build custom modules for industry-specific needs, configure email integration and Google Workspace or Outlook connectivity, and set up Security Groups and Roles matching your team structure.
Phase 3: Data Migration (Week 3–5)
The core migration follows our proven data import methodology: export data from your current CRM (full export, all modules), clean and standardize (deduplicate, fix formatting, fill required fields), import in correct order (Accounts → Contacts → Opportunities → Activities → Cases) to preserve relationships, and validate record counts, field accuracy, and relationship integrity.
For complex migrations (100,000+ records, custom objects, activity history), we use SuiteCRM’s REST API for programmatic import with custom transformation scripts — more reliable than CSV import for large datasets.
Phase 4: Workflow & Automation Rebuild (Week 4–6)
Every automation from your old CRM is rebuilt in SuiteCRM: sales process automations → SuiteCRM workflows, complex business logic → Logic Hooks, calculated fields and formulas → workflow formulas or Logic Hooks, email templates and sequences → SuiteCRM email templates and Campaign drip sequences, and third-party integrations → SuiteCRM API connections, plugins, or Zapier/Make bridges.
Phase 5: Testing & Validation (Week 5–7)
Comprehensive testing before anyone touches production: record-by-record spot checks across all migrated modules, workflow testing (trigger conditions, verify actions fire correctly), integration testing (email, accounting, telephony), reporting validation (rebuild key reports, compare outputs to old CRM), user acceptance testing (your team verifies their daily workflows function), and customer portal testing (if applicable).
Phase 6: Training & Go-Live (Week 6–8)
Role-based training for every user group — sales reps, managers, support agents, marketers, and admins. Users practice with their actual migrated data, not demo records. Go-live includes a parallel run period where both old and new CRMs are active for validation.
Phase 7: Post-Migration Support (Week 8–12)
30-day hypercare period after go-live: priority support for migration-related issues, quick fixes for field mappings or workflows that need adjustment, Scheduler and cron monitoring to ensure automation runs smoothly, and user support for adoption questions. After hypercare, ongoing support packages provide continued assistance.
Industry-Specific Migrations
We’ve migrated businesses across every vertical — each with unique data structures and workflow requirements:
Healthcare — patient records, appointment data, HIPAA-compliant migration procedures. Real estate — property listings, agent pipelines, transaction history. Manufacturing — order data, product catalogs, ERP integration reconnection. Insurance — policy data, carrier relationships, commission history. Legal — matter records, client confidentiality, document management. Construction — bid history, subcontractor records, project data. Recruitment — candidate databases, job orders, placement history. Automotive — vehicle inventory, customer purchase history, service records. Travel — traveler profiles, booking history, supplier relationships. Accounting — client engagements, tax filing history, billing data.
What Gets Migrated
| Data Type | Migrated? | Notes |
| Contacts & Companies | ✅ | All fields, relationships preserved |
| Deals / Opportunities | ✅ | Stage history, amounts, probabilities |
| Activities (Calls, Meetings, Notes) | ✅ | Linked to correct contacts/deals |
| Email History | ✅ | Archived emails linked to records |
| Cases / Tickets | ✅ | Status, resolution notes, attachments |
| Documents & Attachments | ✅ | Linked to parent records |
| Custom Fields & Modules | ✅ | Mapped to SuiteCRM equivalents |
| Workflow Automations | ✅ | Rebuilt as SuiteCRM workflows/hooks |
| Reports & Dashboards | ✅ | Rebuilt in SuiteCRM reporting |
| Users & Permissions | ✅ | Mapped to SuiteCRM Roles & Security Groups |
Migration Timeline & Pricing
| Complexity | Timeline | Typical Cost |
| Small (under 10K records, 5 modules) | 4–6 weeks | $5,000–$8,000 |
| Medium (10K–100K records, custom modules) | 6–10 weeks | $8,000–$18,000 |
| Large (100K+ records, complex integrations) | 10–16 weeks | $18,000–$35,000 |
Compare migration cost to what you’re currently paying in CRM licensing. A 30-user team on Salesforce Enterprise ($118,800/year) recoups the migration investment within 3–4 months of switching to SuiteCRM’s $0 licensing. Read our cost savings analysis.
Why TechEsperto for Migration
As the world’s only Official SuiteCRM Professional Partner, TechEsperto brings unique migration expertise: 150+ SuiteCRM projects completed across 20+ countries, migration experience from every major CRM platform, zero data loss guarantee with comprehensive validation procedures, industry-specific migration playbooks for 15+ verticals, and post-migration support and training for smooth adoption.
Our portfolio includes migrations ranging from 5-user startups to enterprise organizations with hundreds of thousands of records.
Get Started
Every migration starts with a free assessment. We’ll review your current CRM, estimate the migration scope, provide a timeline and cost estimate, and answer your questions — with zero obligation.
Book a free migration assessment →
FAQs
Q: Will we lose any data during migration? No. Our process includes full backup of source data, record-by-record validation after import, and a rollback plan if any issues arise. Zero data loss guaranteed.
Q: How long will our CRM be offline during migration? Your old CRM stays active throughout the migration. We build SuiteCRM in parallel. The only “downtime” is the final cutover (typically a weekend) where we sync the last changes and switch users to the new system.
Q: Can you migrate our custom objects and automations? Yes. Custom objects map to SuiteCRM custom modules. Automations are rebuilt as workflows and Logic Hooks. Calculated fields are recreated using SuiteCRM’s formula engine.
Q: Do you migrate from spreadsheets? Yes. We clean, structure, and import spreadsheet data following our data import methodology — often the first real CRM for businesses graduating from Excel.
Q: What about our integrations (email, accounting, telephony)? We reconnect every integration: email, Google Workspace, QuickBooks, Twilio/WhatsApp, and custom APIs. We also evaluate whether Zapier/Make bridges or direct API integration is optimal for each connection.
Q: Will our team need retraining? Yes — and we include it. Role-based training ensures every user is productive on SuiteCRM from day one. Teams migrating from SugarCRM need minimal retraining due to shared architecture.
Q: What does migration cost? $5,000–$35,000 depending on complexity. This one-time investment typically pays for itself within 3–6 months through eliminated licensing fees.Q: Can we start with a pilot migration? Yes. We can migrate a subset of data (one department or one module) as a proof of concept before committing to the full migration.