Changing your CRM system can feel like pulling the plug on your business’s brain. Between the risk of losing critical customer data, breaking automations, or simply overwhelming your team — it’s no wonder many businesses delay the move longer than they should.
But here’s the truth: staying with the wrong CRM is costing you more than making the move.
At VA Matters, we specialize in seamless CRM migrations — designed to protect your data, preserve your workflows, and empower your team with a better system from day one.
Why You Might Need a CRM Migration
You’ve probably outgrown your current system if:
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You’re using multiple tools for tasks one CRM should handle
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Automations are breaking or limited
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The interface frustrates your team
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You’re paying high monthly fees for tools you barely use
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Your data is scattered, outdated, or hard to track
Whether you’re switching to a powerful all-in-one platform like GoHighLevel, upgrading to Salesforce, or simplifying with ClickUp, we make the transition smooth, secure, and stress-free.
What’s Included in VA Matters’ CRM Migration Services?
We go far beyond simple data transfers. Our process is built to ensure nothing gets lost, nothing breaks, and everything improves.
1. Discovery & Audit
We assess your current CRM setup, map out your workflows, and identify what to migrate, optimize, or leave behind.
2. Data Mapping & Cleanup
We clean, organize, and prepare your contacts, pipelines, deal stages, notes, tasks, and tags for accurate migration.
3. Automated Workflow Recreation
We rebuild your automations, emails, funnels, triggers, and sequences using the new platform’s best practices.
4. App & Tool Integration
Whether you use Zapier, Stripe, Calendly, or custom tools — we’ll reconnect all your key apps to your new CRM.
5. Testing & QA
We double-check everything: data accuracy, automation flows, email delivery, calendar syncing — so your business runs without a hiccup.
6. Training & Onboarding
We train your team with SOPs, videos, and live walkthroughs — so they can hit the ground running in the new system.
Supported CRM Migrations
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HubSpot → GoHighLevel
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Salesforce → ClickUp
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Zoho → Pipedrive
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Trello/Notion → Airtable
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Excel/Sheets → Any CRM
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…and more (custom migrations available)
Why Work with VA Matters?
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Certified CRM & Automation Experts
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Strategic, Not Just Technical — We optimize as we migrate
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100% Secure & Confidential — Your data is safe with us
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Growth-Focused — We align your CRM setup with your business goals
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Done-With-You or Done-For-You — Flexible support based on your needs
Real Results from Real Clients
“We migrated from Zoho to GoHighLevel in under a week, and VA Matters rebuilt our entire lead system even better than before.”
— Liam S., Marketing Agency Owner
“They didn’t just move our data — they helped us reimagine our customer journey.”
— Stephanie R., Real Estate Team Lead
Migrate Once. Migrate Right.
Don’t let a broken CRM or bloated tech stack hold your business back.
With VA Matters, you’ll get clarity, control, and a system that actually works for you.
Let’s Talk About Your CRM Migration
Book a free CRM audit
Or email us directly at info@vamatters.com
