Complex processes
Several pipelines, dependent stages, approvals, project work with sub-tasks — this is where Planfix is more flexible than most Ukrainian CRMs.
Migration
Migration from Bitrix24 to Planfix
We move clients, deals, tasks and communication history, rebuild the processes on the new platform and hand you a reconciliation protocol — so the switch does not rest on anyone's word.
- Contacts, companies, deals across pipelines, tasks, files
- Processes are rebuilt, not "moved with a button"
- Trial migration and reconciliation before the full transfer
Free consultation
Who Planfix fits
Services and projects
Legal, engineering, construction and IT companies: time tracking, stages and documents per case.
Companies that outgrew a simple CRM
When you need custom entities, sliced reports and automations, not just a deal card.
Teams that value control over data
Granular permissions, change history and an API that is not capped by the plan.
What does not migrate automatically — and what we do about it
This is the part commercial proposals stay quiet about. Data almost always moves; the working logic never moves by itself.
Business processes, robots and triggers
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.
Access rights and roles
Every CRM models permissions differently. We port the meaning — who should see what — not a mechanical copy of settings.
Reports and dashboards
They are rebuilt for the new data structure. Usually that is an improvement: most legacy reports had not been opened in years.
Third-party marketplace apps
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.
Raw technical logs
Service records are not migrated: they carry no value outside the old system and only bloat the new database.
How the migration goes
1. Audit of the old system
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.
2. Field map and the scope decision
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.
3. Trial migration and reconciliation
We load a subset, reconcile counts and control fields, and show you the result. Only then does the full transfer start.
4. Full migration and parallel run
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.
What we migrate
The list is agreed during the audit: typically everything that has working value moves, not everything that once existed.
Contacts and companiesLegal detailsDeals across pipelinesTasksCommunication historyFiles and documentsUsersProducts / services
Bitrix24 → Planfix switch
Roughly 2–6 weeks depending on the number of processes
- Audit of the old system with real volumes
- Field map and a written migration boundary
- Trial migration and reconciliation first
- Rebuilt pipelines, roles and key automations
- Parallel run while the team adapts
- Team training and the reconciliation protocol
Frequently asked questions
Why Planfix and not another Ukrainian CRM?
Planfix wins where the process is more than "lead → deal → payment": projects, approvals, custom entities, granular rights. If you run a product business with marketplaces we will honestly point you to KeyCRM instead of selling unnecessary complexity.
Will email and call history move?
Communication history moves as records in client cards. Call recordings usually stay in the telephony system — we connect it to the new CRM so new calls are logged there.
How long does a migration take?
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.
Can we keep working during the switch?
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.
What if something turns out to be missing afterwards?
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.
How much does it cost?
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.
Related case studies
Case: Complex Migration of an Engineering Company from Bitrix24 to Planfix
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 →Case: How We Automated a Law Firm with Planfix and Make.com
Learn how automating document generation and task management allowed a law firm to reduce routine time by 80% and gain full control over cases.
Read more →