Online stores
Orders from the site and marketplaces in one window, with statuses, waybills and receipts — no separate integration per channel.
For product businesses: orders, goods, stock and marketplaces move into a system where all of that works out of the box, without piling up settings.
Orders from the site and marketplaces in one window, with statuses, waybills and receipts — no separate integration per channel.
Ready connections to marketplaces and carriers instead of homegrown exchanges.
When the system has to work in weeks rather than months and must not require a dedicated administrator.
Lots of features nobody uses and a slow interface on daily work.
This is the part commercial proposals stay quiet about. Data almost always moves; the working logic never moves by itself.
Automations have no common format across systems, so they have to be rebuilt. We inventory the live automations in the old system and reassemble the ones that matter on the new platform.
Every CRM models permissions differently. We port the meaning — who should see what — not a mechanical copy of settings.
They are rebuilt for the new data structure. Usually that is an improvement: most legacy reports had not been opened in years.
Replaced by native features of the new system or by n8n scenarios. We list them during the audit — this is exactly where the unpleasant surprises hide after the shutdown.
Service records are not migrated: they carry no value outside the old system and only bloat the new database.
We count the real volumes: contacts, deals, tasks, files, which pipelines are alive and which are abandoned. An estimate without those numbers is impossible — this is where multiples hide.
We put in writing what moves and what stays in the archive. Moving everything "just in case" is the most expensive and least useful option.
We load a subset, reconcile counts and control fields, and show you the result. Only then does the full transfer start.
Everything moves, both systems run side by side for a few days so the team adapts. Then the old one is switched off and you get the reconciliation protocol.
For a product business, matching the catalogue is critical — this is where migrations break most often.
Roughly 2–4 weeks
Partly. KeyCRM is deliberately simpler — a strength for product businesses and a limit for project work. At the audit we will say honestly which of your processes are not worth carrying over; if they are genuinely complex, Planfix is the better target.
We build a mapping table before the transfer. Without it stock and sales statistics will be wrong after migration.
A typical SMB project runs from two weeks to about six weeks. The timeline is driven not by data volume but by how many processes have to be rebuilt and how fast decisions come from your side.
Yes. The old system stays live until cut-over, and both run in parallel for a few days. We agree on a freeze point separately — after it new data goes only into the new CRM.
We do not delete the old system and we leave a full data export in files. You keep access to the archive even after the old subscription expires.
There is no fixed price list: the cost depends on data volume, the number of pipelines and the processes to rebuild. We calculate it individually after the audit — which is why the audit comes first and costs you nothing.
How we migrated 40+ active users, 13 business processes, and the entire historical database from Bitrix24 to Planfix, transforming a CRM into a full-fledged ERP system.
Read more →How implementing KeyCRM helped unify orders from marketplaces and Instagram, automate shipping label creation, and bring order to analytics.
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