The decision to abandon Russian CRM systems like Bitrix24 and amoCRM is the only right one for Ukrainian businesses. But the migration process itself raises many questions and fears: "Will we lose data?", "How long will it take?", "Will the team be able to work in the new system?".
We have extensive experience in such projects and want to share a step-by-step plan that will help make this process manageable and safe.
Step 1: Audit and Preparation (1-3 days)
You can't move without packing your things. This stage is the most important.
- What to migrate? Identify which data is critical: contacts, companies, deals, communication history, tasks, products.
- What processes to replicate? Describe the key business processes configured in your current CRM (funnels, automation rules).
- What integrations are needed? Make a list of services (telephony, website, email) integrated with your CRM.
Step 2: Choosing an Alternative (2-5 days)
Don't look for the "same, but Ukrainian" system. Look for one that best solves your tasks today and in the future. For most companies migrating from Bitrix24, the best choice is Planfix due to its flexibility, or Uspacy as a direct alternative. For e-commerce — KeyCRM or KeepinCRM.
Step 3: Technical Data Transfer (3-7 days)
This is a job for professionals. The process usually looks like this:
- Data Export: Using the API or standard tools of Bitrix24/amoCRM, we export all your data into an intermediate format (usually CSV or JSON).
- Preparing the New System: In the new CRM, corresponding fields, funnels, and structures are created to receive the data.
- Import and Validation: The data is loaded into the new system, after which a thorough check of the transfer correctness is carried out.
Step 4: Setting Up Processes and Integrations (5-10 days)
After transferring the data, we replicate your business logic: we set up funnel stages, automation rules, and connect external services.
Step 5: Team Training and Launch (1-2 days)
We conduct practical training for your team, help them adapt, and answer all questions. After that, you officially start working in the new, secure system.
Answers to Key Questions
- Can 100% of the data be transferred? Yes, modern tools allow transferring almost everything, including communication history and comments.
- Will the company's work stop during the migration? No. Data transfer happens in the background. Work stops for literally a few hours on the "switchover" day.
- Is it expensive? The cost of migration is significantly less than the potential losses from data loss or reputational risks associated with using Russian software.
Ready to take a step towards digital independence? Contact us, and we will provide a free consultation on the migration process specifically for your business.