Migration Tools Coming Soon โ€ข CSV Import Available Now

Break Free from CRM Subscriptions. Own Your Data.

Migrate from expensive subscription-based CRM platforms to RidgeCRM. Keep all your data, gain complete control, and eliminate monthly fees forever.

$0
Migration Cost (DIY)
100%
Data Preserved
1-4
Weeks Timeline

Migrate From Any CRM Platform

We're building migration tools for all major CRM platforms. See what you can expect when migrating from popular systems.

Coming Soon
๐Ÿข

Enterprise CRM Platform

Complex 2-4 weeks

Data Types:

Contacts Leads Opportunities Accounts Tasks Notes

Challenges:

  • Custom fields mapping
  • Complex workflow recreation
  • API rate limitations
Typical Savings: $3,000-36,000/year
Coming Soon
๐Ÿงก

Marketing-Focused CRM

Moderate 1-2 weeks

Data Types:

Contacts Companies Deals Tasks Email history

Challenges:

  • Marketing automation setup
  • Custom properties mapping
Typical Savings: $6,000-60,000/year
Coming Soon
๐ŸŸข

Sales Pipeline CRM

Simple 1 week

Data Types:

Contacts Organizations Deals Activities Notes

Challenges:

  • Pipeline stage mapping
  • Activity type recreation
Typical Savings: $1,800-20,000/year
Coming Soon
๐Ÿ”ด

All-in-One CRM Suite

Complex 2-3 weeks

Data Types:

Leads Contacts Accounts Deals Tasks Events

Challenges:

  • Custom module recreation
  • Workflow rule mapping
Typical Savings: $1,200-15,000/year

Prepare for Your Migration

Get ready for a smooth migration with our comprehensive preparation guide. Complete these steps before migration tools are released.

Data Audit & Cleanup

Estimated time: 1-2 days

Review and clean your existing CRM data before migration

Remove duplicate contacts and leads
Standardize data formats (phone, email, addresses)
Archive outdated or irrelevant records
Document custom fields and their purposes

Export Data from Current CRM

Estimated time: 2-4 hours

Gather all necessary data from your existing system

Export contacts with all custom fields
Download deal/opportunity data
Save task and activity history
Backup email integration settings

Plan Your RidgeCRM Setup

Estimated time: 1 day

Configure RidgeCRM to match your business needs

Define your sales pipeline stages
Set up custom fields and properties
Configure user roles and permissions
Plan integration requirements

Test with Sample Data

Estimated time: 1-2 days

Validate the migration process with a small data set

Import a small batch of test data
Verify data integrity and formatting
Test critical workflows and processes
Train team on new interface

Need Professional Help?

Our migration experts can handle the entire process for you, including data cleanup, custom field mapping, and workflow recreation.

Get Professional Migration Service

Why Choose RidgeCRM?

A modern hosted CRM with done-for-you setup โ€” without enterprise CRM bloat.

Predictable pricing

Free tier to start, then flat monthly retainers on paid plans โ€” no per-seat surprise bills.

$0 to start

Your data stays yours

We don't sell, share, or train AI on your data. Export anytime โ€” no vendor lock-in.

100% Yours

Configured for you

Paid plans include real human work to set up your pipeline, fields, dashboards, and roles.

Done-for-you

No long-term contract

Paid plans are month-to-month. Setup is one-time. Cancel whenever.

Month-to-month

Direct access to us

We're a small team. You email nick@niche.dev and you talk to a real human who knows your CRM.

No call center

Grows with you

Upgrade between plans anytime โ€” we roll your existing setup forward, no rebuilds.

Pro-rated

Be First to Know When Migration Tools Launch

Get notified the moment our automated migration tools are ready. Plus receive migration guides, tips, and early access to new features.

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Migration Guides
Step-by-step instructions
Early Access
Beta testing opportunities
Expert Support
Migration assistance

Migration Questions & Answers

Everything you need to know about migrating to RidgeCRM.

Ready to switch to RidgeCRM?

Start free in minutes โ€” or book a migration audit if you'd like us to handle the move from your current CRM.

๐Ÿš€ CSV import available now โ€ข Automated tools coming soon โ€ข Professional migration services available