Active contacts
Start with the relationships the team is actually working right now.
Data migration should be practical, not scary, for a small team
Most CRM migrations are smaller than teams fear. The biggest work is usually cleaning contacts, mapping ownership, and deciding which active deals actually matter enough to bring over first. A practical migration plan lowers friction and helps the new CRM become the source of truth faster.
What to migrate first
Live deals
Not every historical opportunity needs to come over on day one.
Ownership mapping
Make sure every important record has a clear owner in the new system.
Minimal structure first
Bring in what the team needs to operate, then expand once the system is live.
Good migration is mostly about clarity and sequencing
When the team knows what matters first, CRM migration gets much easier to manage.