Switch CRMs
Without Losing Data

Nothing moves until a rehearsal has already moved it

A migration goes wrong in the places nobody thought to look: a challenge state that has no equivalent, a payout history that does not reconcile, an account whose balance is right but whose phase is not. We find those before the switch, not after.

First the migration runs as a dry run — the full transfer executed against a copy of your data, writing nothing, producing a report of what would be created, what could not be matched and how every balance and open challenge lands. Then it runs for real, and the new platform sits in read-only mode beside the old one: your staff and your traders see the real thing, nobody can change anything, and both sides are compared while the old CRM is still the system of record.

Only when those reports agree does anything become live. If they do not, we fix the mapping and rehearse again — the cutover is the last step, not the test.

The full plan, step by step: Prop Firm CRM Migration: How to Switch Safely