Guide to Switching to a New CRM System
Everything you need to know about migrating to GCors CRM — from the first step to your team being fully operational.
Switching to a new CRM system is an important decision. Companies migrate due to limitations of their current tool, business growth, or the need for more responsive support.
The GCors CRM team provides full support throughout the entire migration process — from data import to team training.
Why Companies Switch to a New CRM?
Current Tool Is Too Expensive
Global CRM systems charge per user in dollars or euros at high exchange rates. GCors offers transparent pricing in euros with no hidden costs.
Slow, Impersonal Support
When something goes wrong, slow ticket queues aren't enough. The GCors team responds in English, during business hours, within 24 hours.
System Is Too Complicated
Many global CRMs are designed for large corporations. GCors is built for companies of up to 50 users — clear, intuitive and easy for everyday use.
Missing ERP Integration
GCors has native integration with Pantheon ERP and offers free setup with personal onboarding — which global CRMs don't offer.
Steps for a Successful Migration to GCors CRM
A process the GCors team helps you navigate step by step.
Assessment of Current State
Define what data you have (contacts, companies, activities, opportunities) and what format it's in. GCors supports import from Excel/CSV files.
Data Preparation and Cleaning
Before importing, clean duplicates and standardize formats. The GCors team sends you a data import template.
Data Import into GCors
Import contacts, companies and data directly through the GCors importer. Field mapping is simple and visual.
System Configuration
Set up pipeline stages, user roles, email integration and settings specific to your business.
Team Training
The GCors team organizes online training for your sales team. Documentation and video tutorials are available in English.
Go-Live and Support
Activate the system for the whole team. GCors support is available during the first month for any questions that arise during use.
What Does GCors Offer for Migration?
You are not alone in this process.
Free Import Assistance
The GCors team helps you with data import at no additional cost. Just send us the file, and we take care of the rest.
Documentation in English
Complete user documentation, video guides and FAQ are available in English.
30-Day Free Trial
Test GCors CRM for 30 days with real data before committing. No credit card required.
FAQ: CRM Migration
How long does migration to GCors CRM take?
For most companies, data import and basic configuration is completed in 1-3 business days. Full team onboarding takes up to 2 weeks, depending on team size.
Can I import data from another CRM system?
What happens to old data during migration?
Can the whole team work in both systems in parallel?
Ready to Switch to GCors CRM?
Our team will help you with the entire migration process. Contact us and schedule a free consultation.