FERRYAI-LED MIGRATION
Migration off Close, made easy.
Switch away from Close with records, history, and relationships intact. AI-led migration. Expert-reviewed. A migration plan in hours.
Connectors or files in. A reviewed migration plan out.
WHAT MOVES
What leaves Close with you
- Contacts & companies
- Deals & pipelines
- Activities & notes
- Custom objects
- Associations
- Workflows & ownership
PREPARE
Check these before you move
01Confirm the export pathsAPI, report exports, or backup files — how the data leaves Close.
02Scope attachments and historyCounts and volume are fixed in the AI inventory before anything moves.
03Time the contractSet the parallel-run window and cutover date before you cancel anything.
04Prepare the destinationFields, permissions, and automations ready to receive the data.
PLATFORM FACTS
Getting your data out of Close
Export paths
- Lead CSV exports, or the REST API for full data including activities
- Call recordings and email threads pulled via API
Watch out for
- Smart Views (saved searches) must be rebuilt in the destination
- Close's lead-centric model differs from account-based CRMs — map deliberately
Specifics vary by plan and change over time — the free assessment verifies them against your actual setup.
POPULAR ROUTES
Popular destinations from Close
Leaving Close? Start with the free assessment.
FAQ
Frequently asked questions
Can we migrate while the contract is still running?
Yes. Both systems run in parallel during the transfer, and you time the cancellation to the cutover.
Do attachments and history come too?
They are part of the inventory — counts and volume are confirmed up front and reconciled after transfer.
How long does it take?
The AI inventory and first mapping are ready in hours; end-to-end depends on volume and review speed.