CRM Migration Checklist (2025)

Everything You Need to Transition From a Legacy CRM Without Losing Leads

🔧 Includes:

CRM comparison tips

Data backup essentials

Workflow mapping templates

Integration strategy with FranFunnel

“We didn’t even realize how fragile our old CRM setup was until it started falling apart. This checklist helped us move fast without losing leads—or our sanity.”

— Franchise Marketing Director, Multi-Brand Group

Here's a sneak peak of what's inside:

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