Seamless & Secure

Data Migration to Vtiger CRM

Migrate your customer data to Vtiger CRM without downtime or data loss. Our expert team ensures smooth, accurate, and secure transfer of contacts, deals, workflows, and custom modules, so you can focus on running your business while we handle the heavy lifting.

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14+ years of Vtiger CRM expertise delivering tailored solutions across industries.

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240+ successful Vtiger projects completed with measurable business outcomes.

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Strictly follow Vtiger coding standards to ensure secure and scalable customizations.

Facing These Obstacles in Your Migration Journey?

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Risk of data loss or corruption during transfer

Without proper handling, critical customer data may be lost, duplicated, or corrupted during the transfer, impacting business continuity.

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Downtime that disrupts business operations

Poorly planned migrations can cause extended downtime, preventing teams from accessing CRM data when they need it most. This directly affects sales, customer support, and overall business productivity.

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Poor data mapping → messy, unusable CRM records

Improper field mapping can leave your CRM filled with incomplete, inconsistent, or misplaced information. This results in confusion for your teams and reduces the reliability of your customer database.

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Broken relationships between leads, accounts, and deals

If relational data isn’t carefully migrated, links between leads, accounts, contacts, and deals can break. This disrupts customer history and makes it harder for teams to track interactions effectively.

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Security & compliance risks when moving sensitive data

Migrating customer data without strong security measures can expose sensitive information to risks. It may also lead to compliance issues with regulations such as GDPR, putting your business at legal and reputational risk

Services

Vtiger CRM Migration Services

Our migration experts handle the entire process end-to-end, ensuring every contact, deal, and workflow is transferred accurately and securely.

Migrate from Any Source

Excel, legacy custom systems, or popular CRMs like Zoho, Salesforce, HubSpot, SugarCRM, and more.

Data Mapping & Cleansing

Ensure your fields, modules, and relationships (e.g., contacts linked to accounts) are migrated correctly and duplicates removed.

Zero Data Loss Guarantee

Careful planning and multiple validation checks to keep your records intact.

No Downtime Migration

We migrate in a way that your team keeps working—no interruptions to business.

Migration Validation

Tested thoroughly before going live to ensure accuracy and reliability.

How We Work

Assessment & Planning

Analyze your existing data sources and structure.

Data Mapping & Preparation

Match fields and clean duplicates.

Secure Data Transfer

Migrate using proven scripts/tools with encryption.

Validation & Testing

Verify accuracy, relationships, and reports.

Go Live & Support

Seamless switch with ongoing assistance.

Discover why we’re the trusted Vtiger CRM experts.

The #1 partner for custom Vtiger solutions, extensions, and integrations—built to simplify processes and drive business growth.

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14 Years of Expertice

Proven Expertise delivering CRM success.

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120+ Global Businesses

Trusted by Global Businesses for consultation and strategy.

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Dedicated Vtiger Specialists

with cross-industry knowledge.

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Recognized Leader

NDAs and legal compliance, upholding the highest standards of confidentiality.

Case Studies

Trusted Across various industries

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Marketing Agencies

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Telecommunications

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Retail & E-Commerce

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Banking & Financial Services

automation

Real Estate & Construction

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Beauty & Wellness

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Non-Profits & NGOs

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Manufacturing & Industrial

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Media & Entertainment

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Travel, Tourism & Hospitality

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Insurance

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IT & SaaS

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Logistics & Supply Chain

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Consulting & Professional Services

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Energy & Utilities

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Healthcare & Life Sciences

What our happy clients share

Frequently Asked Questions?

Data migration is the process of safely transferring records, files, and configurations from legacy systems, spreadsheets, or other CRMs into Vtiger CRM without losing accuracy or consistency.

We migrate data from legacy databases, Excel/CSV spreadsheets, and popular CRMs such as Salesforce, Zoho CRM, HubSpot, SugarCRM, and more

Yes. We migrate not only standard modules but also custom fields, custom modules, and related records to ensure your CRM remains fully functional after migration.

We follow a structured ETL process (Extract, Transform, Load), validate records in test environments, and perform multiple data checks to ensure 100% accuracy and consistency.

Absolutely. We use encrypted transfer protocols, secure servers, and strict privacy standards to protect sensitive business data throughout the migration.

Yes. We handle migrations from small datasets to enterprise-level databases, ensuring smooth performance and minimal downtime.

We plan migrations in phases and test runs, minimizing downtime. In most cases, migration is seamless with little to no disruption for users.

Yes. We can perform data cleansing, deduplication, and restructuring to improve quality and usability of your CRM data before importing it into Vtiger.

The timeline depends on data size, source systems, and complexity. Small migrations may take a few days, while large or highly customized setups may take longer.

With 5,000+ extensions sold and 240+ successful Vtiger projects, Joobilant ensures secure, accurate, and reliable data migration tailored to your business needs.

Migrate and Simplify Your Vtiger CRM with Professional Help

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