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Migration

Switch to Radley in a weekend

No drama. No spaghetti. We move your core data, map your pipeline, and have your team ready for Monday.

Book your switchSee the quick-start guide
Time to Value

2–7 days

Typical go-live window

Admin Saved

30–50%

After consolidating tools

Uptime

99.9%

Last 12 months

Implementation

Four steps. No nonsense.

1

Plan

30-min scoping call. We list your objects, fields, stages, and automations. You get a simple run-sheet.

2

Import

CSV/CRM export into Radley. We validate, dedupe, and preserve IDs where useful for traceability.

3

Map

Pipelines, stages, roles & permissions, automations. We mirror your current flow or improve it if it’s broken.

4

Go-Live

Team invites, quick training, and a sanity check. Monday morning: working CRM, zero spreadsheets.

Data-safe by design. UK/EU hosting, export any time.
No lock-in. Month-to-month. Keep your data if you leave.
Founder-led setup. Real humans. No outsourced maze.
Data Migration

Clean import. Clear lineage. Complete audit trail.

We don’t shove junk into your new CRM. We standardise formats, dedupe across objects, and attach an import manifest so every row is traceable.

  • Source exports: CSV/JSON + read-only archive snapshot.
  • Field mapping: system + custom fields with validation rules.
  • Pipeline mapping: stage parity or improved staged flow.
  • Role/permission model aligned to your teams.
  • Import manifest & error log attached to the Company workspace.
Zero hard downtimeCutover window Fri-SunAdmin + team training

Import: Contacts.csv

Validated
4,812 rows • 9 mapped fields • 31 corrections
Post-import checks
  • Duplicates resolved
  • Ownership assigned
  • Pipelines mapped
Why Radley

What you get on day one

CapabilityRadley (Switch)Typical Legacy CRM
Objects & PipelinesCustom objects + stage mapping includedRigid objects, limited mapping
Email & InboxUnified inbox, OAuth setupDisconnected tools / manual forwarding
AutomationsPrebuilt recipes + tailored tweaksDIY or paid marketplace add-ons
PermissionsRole & team model configuredOne admin does everything
Data QualityValidated import + manifestDumped CSVs, duplicates galore
Exit OptionFull export any timeOpaque exports, hidden fees
UK/EU hostingCustom objectsAutomations included

Security by design. Plain-English guarantees.

SOC2-minded infra

We align to SOC2 practices and log every import/action.

End-to-end encryption

Data in transit and at rest. Scoped, least-privilege access.

Export any time

One-click CSV/JSON export from your workspace.

No lock-in

Month-to-month plans. Keep your data if you leave.

Explore securityCompliance overview
FAQ

Questions, answered

How long does a typical switch take?⌄

1–2 days for small teams, a single weekend for most SMEs. Complex setups with custom objects usually complete within 5 business days.

Will we lose anything during migration?⌄

No. We export, validate, and snapshot before import. You retain a read-only archive of the source system plus a CSV bundle from Radley.

What about email sync and files?⌄

We connect mailboxes via OAuth (Microsoft/Google). Files can be linked from your cloud storage or bulk imported to Radley Vault.

Do you support custom objects and pipelines?⌄

Yes. Objects, fields, roles/permissions, and stage maps are part of the standard switch plan.

Is there downtime?⌄

No hard downtime. We suggest a cutover window (Fri PM–Sun PM) to avoid duplicate edits in the legacy system.

Are we locked in if we move?⌄

No. Month-to-month. Full export any time (CSV/JSON).

Ready to ditch the spreadsheet circus?

We’ll scope, migrate, and go-live—then hand you a calm, capable CRM.

Zero hard downtimeFri–Sun cutoverExport any timeUK/EU hosting
Book your switchSee how it works

No contracts. Month-to-month. Keep your data if you leave.