How do I move off my CRM without losing data?

Question

VX-N · Accepted Answer

Export everything before you commit to anything, confirm you can actually read the export, and run both systems in parallel until the new one is proven. The records people forget are the ones that matter in a dispute: notes, attachments, email history, and timestamps. Standard exports usually cover contacts and deals and quietly omit activity history. Check specifically for that before signing with the new vendor, because it is often the hardest part to reconstruct. Migrate in stages and keep a read-only copy of the old system for a year. The cost of that is trivial next to discovering a gap after the account is closed.