Data Migration for Contractors Switching Without the Headache
The Data Migration module in Custom Trades CRM is designed for contractors who already have a CRM, spreadsheets, or years of operational data – and want to move into a better system without losing history or disrupting operations.
Instead of asking you to start over, our team helps transfer and organize your existing data so you can switch cleanly and confidently.
Switching Systems Shouldn't Mean Starting From Scratch
Many trade businesses delay upgrading software because:
- •Customer data lives in multiple systems
- •Job history feels too risky to lose
- •Migration seems complicated or time-consuming
The Data Migration module exists to remove that friction. We help ensure your transition into Custom Trades CRM preserves the data that matters – customers, jobs, history, and structure.
What Data Migration Typically Covers
Data Migration is tailored to each business, but commonly includes:
Customer and contact records
Job and work order history
Bid and estimate data
Scheduling and timeline information
Plus supporting notes and records.
This allows Custom Trades CRM to function immediately as your Trades CRM and small business CRM, not an empty shell.
Built for Businesses Outgrowing Their Current CRM
Data Migration is ideal for contractors who:
- •Have outgrown generic CRM platforms
- •Are moving away from spreadsheets or disconnected tools
- •Need continuity for reporting, audits, or planning
For businesses with more complex workflows or unique data structures, Data Migration often pairs with Full Customization to ensure the system reflects how the business actually operates.
A Clean Transition Without Operational Disruption
Our migration approach is designed to:
This makes Custom Trades CRM a reliable field service CRM and job management CRM for teams that can't afford interruptions.
Start Clean – Then Optimize
Many contractors use Data Migration as the first step before deeper system optimization.
Once your data is in place, businesses often explore:
- •Full Customization for specialized workflows
- •Business Audits for operational insight
- •Bid Management for pipeline visibility
See How Data Migration Fits Into Custom Trades CRM
Data Migration helps contractors switch systems without losing momentum – setting the foundation for growth and customization.
Ready to Get Started?
Discover how Data Migration can transform your business operations.