CRM & Pipeline
CRM Migration Playbook for Small Teams
A step-by-step migration plan that avoids downtime, keeps attribution intact, and preserves deal context.
Published: November 9, 2025
Last updated: January 19, 2026
This post is still a scaffold article. Replace this area with a full guide including implementation notes, pricing assumptions, and operational tradeoffs for teams under 10 people.
Keep recommendations practical: what to set up first, what to delay, and what outcomes to track weekly.
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