Switch CRMs
Without Losing Data
Migrating from your legacy CRM shouldn't feel like starting from scratch. We handle the complete transfer of your trader data, challenge history, and operational records—so you can focus on growth, not recovery.
What We Transfer
Our migration process covers every critical data point—ensuring nothing is left behind.
Trader Profiles
Full user accounts including KYC documents, contact details, and verification status.
Challenge Records
Complete challenge lifecycle data—phases, pass/fail status, evaluation metrics.
Trading History
Historical trade logs, account balances, and performance statistics.
Financial Records
Payout history, invoices, commission structures, and payment methods.
Platform Credentials
MT4/MT5, cTrader, or WebTrader account credentials and server mappings.
Custom Configurations
White-label branding, custom rules, risk parameters, and workflow settings.
Our Migration Process
We've refined our migration workflow to minimize downtime and eliminate data loss. Every migration is handled by senior engineers who specialize in data integrity.
Pre-Migration Audit
1We analyze your current CRM structure, data volumes, and custom configurations to create a detailed migration plan.
Parallel Testing Period
2Run both systems simultaneously for 2 months at no extra cost, validating data accuracy before full cutover.
Automated Transfer
3Our ETL pipeline handles the bulk transfer while maintaining referential integrity across all database relationships.
Validation & Handoff
4Side-by-side comparison reports, sanity checks, and staff training to ensure smooth transition.
Migration Guarantees
We're so confident in our process that we offer ironclad guarantees to protect your business continuity.
Zero Data Loss
We verify 100% transfer accuracy with automated checksums and manual spot-checks. If a single record is missing, we fix it for free.
No Double-Billing
Get 2 months free on PropScale to run parallel systems during migration. You'll never pay two CRM fees at once.
72-Hour Rollback
If something doesn't feel right after go-live, we can roll back to your old system within 72 hours—no penalties, no questions.
Typical Migration Timeline
Most firms are fully operational on PropScale within 4-6 weeks from kickoff.
Discovery & Audit
Week 1We analyze your data structure and create migration scripts.
Test Migration
Week 2Initial data transfer to staging environment for validation.
Parallel Run
Week 3-4Both systems run side-by-side. Staff training begins.
Production Cutover
Week 5PropScale becomes primary system. Old CRM stays read-only.
Monitoring Period
Week 6+We monitor closely and provide 24/7 support during stabilization.
Ready to Leave Your Legacy CRM Behind?
Let's discuss your current setup and create a risk-free migration plan. Book a 30-minute technical consultation with our migration team.