Migration done for you
Moving from spreadsheets, a legacy CRM, or consolidating after an acquisition: we migrate your data ourselves, so it arrives clean, complete and validated before you go live.
Fast migration currently included at no additional cost (subject to change).
Four steps, done by us.
We do the work, you validate it, and your firm keeps running throughout.
01
Understand your data
We look at what you have today: which systems, what fields, what matters to keep. No assumptions, just listening.
02
Clean and map
We map your data onto Glimzer and tidy it on the way: duplicates resolved, records organised, nothing lost.
03
Migrate and validate
We move the data ourselves and check it with you before go-live, so day one starts from a clean, complete picture.
04
Onboard and support
Glimzer is yours to configure: pipeline stages, workflows and reviews set up the way your firm wants them. We're on hand while you do it, and the support doesn't stop at go-live.
Everything the move needs, handled end to end.
We handle the data move ourselves, validate it with you and keep supporting your team after go-live.
How we look after your dataAny starting point
Migrate from any CRM or spreadsheet-based system, including legacy back-office suites and firms consolidating data after an acquisition.
Data cleaned on the way
We clean up and organise your existing data as part of the move: duplicates resolved, records organised, nothing lost.
Platforms connected
We connect Glimzer with your existing platforms so the workspace is useful from day one.
Validated together
We check everything with you before go-live, so you switch over from a clean, complete picture.
Easy to make your own
Pipeline stages, workflows and reviews are yours to configure around how your firm actually works, with help from us whenever you want it.
Training included
Your team gets training and ongoing support, though most people don't need much.
From a firm that made the move.
“The Glimzer team made the move straightforward. They migrated hundreds of clients into the system quickly, with very little disruption for us.”
Richard Smith
Independent Financial Adviser
“Glimzer is a fast, easy-to-use CRM for day-to-day work. Having all clients, tasks, and workflows in one place makes it much easier to stay organised and on top of everything. The ability to transfer tasks between colleagues and use automated workflows has made our daily processes far more efficient and seamless.”
Joanne Atkinson
Client Service & Support
Built so switching isn't a leap of faith.
Validated before go-live
Nothing switches over until you've checked the migrated data with us and you're happy with it.
No lock-ins
You pay monthly, can leave anytime, and can export your data in standard formats whenever you like.
Minimal disruption
We plan the cutover with you so your firm keeps working through the move. The work is done by us, not by your team.
Or don't switch yet
Run Glimzer's sales pipeline standalone alongside your existing CRM first. Expanding to the full workspace later is optional.
Migration questions, answered.
Do you really handle the migration for us?
Yes. We move the data ourselves rather than handing you a template to fill in, we clean it on the way, and we validate everything with you before go-live. Fast migration is currently included at no additional cost (subject to change).
What systems can you migrate from?
Any CRM or spreadsheet-based setup, including legacy back-office systems and firms consolidating data after an acquisition. We handle the move ourselves rather than handing you a template to fill in.
How long does migration take?
It depends on how much data you have and what state it is in. We'll give you a clear timeline after seeing your data, and the work is done by us, not by your team.
Will our firm have to stop working during the move?
No. We plan the cutover with you so disruption stays minimal, and we validate everything together before you switch over.
Can we try Glimzer without migrating everything?
Yes. You can run Glimzer's sales pipeline standalone alongside your existing CRM, with no migration on day one. Expanding to the full Glimzer Workspace later is optional.
What does migration cost?
Fast migration is currently included at no additional cost (subject to change). There are no lock-ins either way: you pay monthly, can leave anytime, and can export your data whenever you like.
Thinking
about switching?
Book a 30-minute demo and bring your migration questions. We'll walk through what the move would involve for your firm.
30 minutes · no sales pressure