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CRM Migration Readiness Assessment

Answer honest questions across data quality, historical data, relationships, integrations, staff capacity, and testing to see whether your organization is actually ready to migrate CRMs — and what to fix first if it isn't.

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01

Data quality

Whether the data you're moving is trustworthy in the first place.

We know roughly how many duplicate constituent records exist in our current CRM.
Our custom fields are documented — we know what each one means and whether it's still used.
Gift types, campaigns, and other coded fields are used consistently, not ad hoc.
02

Historical data & archival strategy

Whether you've decided what history actually needs to move.

We know how many years of gift history need to migrate versus what can be archived.
We have a plan for campaign and appeal history, not just individual gift records.
We have a plan for accessing archived data after migration, even if it doesn't move to the new CRM.
03

Relationships & business processes

Whether the shape of your data is understood, not just its volume.

We understand how households and relationships are currently modeled in our CRM.
We've documented the business processes tied to our data (soft credits, matching gifts, pledges).
04

Integrations & reporting

Whether the systems and reports connected to your CRM are accounted for.

We have a complete inventory of systems currently integrated with our CRM.
We know which reports leadership relies on and can validate them post-migration.
05

Data access & exports

Whether you can actually get your data out.

We have confirmed export access to our current CRM's full dataset.
We understand any limitations our current vendor places on exports (format, volume, cost).
06

Destination CRM readiness

Whether the CRM you're moving to is actually ready to receive data.

We have selected and are actively configuring our destination CRM.
We've started mapping fields from our current CRM to the destination CRM.
07

Staff ownership & documentation

Whether someone actually owns this migration internally.

We have a named internal owner for this migration.
We have — or are budgeting for — admin capacity to support the new CRM after go-live.
Current CRM processes and coding standards are documented somewhere beyond one person's memory.
08

Testing, training & timeline

Whether go-live is actually validated before it happens.

We have a plan to test migrated data (sample records, gift totals, reports) before go-live.
We have a staff training plan for the new CRM.
Our migration timeline accounts for parallel testing, not just a single cutover date.

Your migration readiness result

50%

Cleanup recommended first

Your biggest risk is data quality, not the migration itself. A cleanup pass before migrating will save far more time than it costs.

By category

  • Data quality50%
  • Historical data & archival strategy50%
  • Relationships & business processes50%
  • Integrations & reporting50%
  • Data access & exports50%
  • Destination CRM readiness50%
  • Staff ownership & documentation50%
  • Testing, training & timeline50%
See my recommendations →
Personalized recommendations

What to work on first, based on your answers.

Recommendations only show up here for categories where your answers indicate real gaps — ordered from the biggest gap to the smallest.

  • 01

    Data quality

    Run a data quality pass before migration, not during it. Identify duplicate constituents, inconsistent gift coding, and undocumented custom fields — cleanup is dramatically cheaper before a migration than after.

    CRM data cleanup →

  • 02

    Historical data & archival strategy

    Decide deliberately what historical gift and campaign data needs to migrate versus what can be archived or summarized. Migrating everything by default is expensive and often unnecessary.

    CRM migration cost guide →

  • 03

    Relationships & business processes

    Map household and relationship structures (and any real business processes they support, like soft credits or matching gifts) before migration — these are the hardest things to reconstruct after the fact if they're lost.

    CRM consulting →

  • 04

    Integrations & reporting

    Inventory every system connected to your current CRM — website forms, email, payment processors — and every report leadership actually relies on. Migrations regularly break integrations and reports nobody remembered to check.

    Automations →

  • 05

    Data access & exports

    Confirm you have export access and understand any limitations your current vendor places on data exports before you commit to a migration timeline.

    CRM migration →

  • 06

    Destination CRM readiness

    Confirm your destination CRM is selected, configured, and field-mapped before you schedule a cutover date. Migrating into an unconfigured system just moves the mess.

    CRM selection tool →

  • 07

    Staff ownership & documentation

    Name one internal owner for the migration and document current CRM processes before institutional knowledge walks out the door with a staff transition.

    CRM consulting →

  • 08

    Testing, training & timeline

    Build a parallel testing period into your timeline — running old and new systems side by side for at least one gift cycle — and budget real staff training time before cutover.

    CRM migration →
Not sure what your result means?

We'll walk through the gaps and build a real migration plan.

Whatever your score, we'll help you sequence cleanup, discovery, and migration in the right order.

Talk to CauseHouse →
Why readiness matters

Most migration problems are visible weeks before they happen.

A CRM migration is rarely derailed by the destination platform itself. It's derailed by data nobody audited, integrations nobody inventoried, or a testing period that got cut for time.

Illustration of a US map with connected network nodes, representing data moving between systems

Migrations don't fail on cutover day

They fail three weeks earlier, when nobody realizes the duplicate strategy was never decided or the destination CRM was never actually configured.

Dirty data doesn't clean itself in transit

A messy source CRM produces an equally messy destination CRM — just in a new, unfamiliar interface. Cleanup before migration is almost always cheaper than cleanup after.

"Ready" means specific things are true, not a feeling

This assessment turns "are we ready?" into nine concrete categories you can actually check off.

How it works

Honest answers, a transparent score, no email required.

  • Answer each question honestly with Yes, Partially, or Not yet.
  • Your score is calculated live, by category, as you answer.
  • Categories below 70% generate a specific recommendation and a link to the right next step.
  • Nothing is saved or sent anywhere — this runs entirely in your browser.
Bridge illustration representing moving from one CRM system to another
Next steps

Wherever you landed, here's where to go next.

CRM data cleanup

The most common recommendation on this assessment.

Explore →CRM migration

Mapped, tested cutovers when you're ready.

Explore →CRM consulting

For gaps bigger than one migration can fix alone.

Explore →CRM selection tool

Still deciding where you're migrating to? Start here.

Explore →Migration cost guide

What actually drives migration cost.

Explore →When to switch CRMs

Make sure switching is the right call before you migrate.

Explore →
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