CRM EXIT by Move Big Rocks Build my business case

CRM Exit by Move Big Rocks

Leave your CRM without losing your business.

CRM Exit gives you a fixed-scope, verified decision and exit path for HubSpot or Salesforce. We build the business case first. If Move Big Rocks is selected, we mirror supported data, reconcile both environments, and cut over only when the agreed checks pass.

Build my exit business case See how Shadow Mode works

Staying or renegotiating may be the right answer. The CRM Exit Audit gives you the evidence to decide.

Shadow Mode
CONTROL VIEW
SOURCE Current CRM Authoritative
DESTINATION Move Big Rocks Shadow
Reconciliation checksRunning
✓ Record countsMeasured
✓ RelationshipsMeasured
✓ Workflow outcomesCompared
Cutover statusGated by agreed checks

Illustrative control states. Project evidence determines readiness.

01

Decide with evidenceCompare stay, right-size, other SaaS, managed, and self-hosted paths.

02

Prove before switchingOperate the destination with current data before the source contract ends.

03

Cut over on checksMove when the agreed acceptance criteria pass, not when a date arrives.

01

A CRM exit is not a CSV import

Your CRM contains more than contacts and deals. It contains relationships, ownership, files, activities, permissions, workflows, integrations, reporting assumptions, and years of operational exceptions.

Most migration risk comes from what nobody knew to inventory.

Concentrated cutover risk

A one-time export/import asks the business to trust the destination before it has operated with current production data.

Uncertain economics

Licence savings are not a business case until migration, infrastructure, support, administration, and risk are included.

Unknown data coverage

Exports and APIs do not necessarily expose every product feature in the same form. CRM Exit identifies supported data and documents exceptions before cutover.

Hidden workflow dependencies

Automations, integrations, and human workarounds can depend on fields and IDs that look unimportant until they disappear.

02

Your new CRM is ready before you leave your old one

During Shadow Mode, HubSpot or Salesforce remains authoritative. MBR receives a historical backfill and supported incremental changes. External actions are suppressed or redirected, while CRM Exit continuously checks records, relationships, files, and selected workflow outcomes.

  • Source CRM: authoritative
  • Move Big Rocks: shadow
  • Historical backfill: measured percentage
  • Incremental sync: current/p95 lag
  • Reconciliation: counts, content, relationships, artifacts
  • Exceptions: assigned and dispositioned
  • Cutover readiness: criteria, not an opaque score

“In sync” applies to the data and behavior made available through documented source exports and APIs and included in the agreed scope. Unsupported elements are reported explicitly.

Explore Shadow Mode

03

Build the decision before committing to the migration

The CRM Exit Business Case Generator first records what you buy and what you use: products, editions, paid users, assigned users, active users, usage, extensions, integrations, customizations, support, and internal administration.

It then compares:

  • staying on the current contract;
  • renegotiating or reducing the current footprint;
  • moving to another SaaS platform;
  • moving to Managed MBR;
  • self-hosting MBR;
  • building and maintaining a bespoke internal platform.

Use actual subscription, add-on, integration, consultancy, and administration costs. Add the one-time exit investment and full MBR operating cost. See payback and three-year outcomes under conservative, base, and upside assumptions.

Your initial inventory and calculation run in your browser. We receive them only when you explicitly attach the calculated case to the contact form and submit it.

Generate my business case

04

Let your agent do the first review

CRM Exit is designed for humans and agents. Point Claude, ChatGPT, Perplexity, or another agent at https://crmexit.com/agents.

The agent can inspect the public method, schemas, formulas, vendor taxonomies, synthetic examples, source dates, security boundaries, and migration controls. It can help you prepare a private local inventory, challenge the assumptions, compare the options, and tell you which evidence is missing.

It should not ask for CRM credentials or upload invoices, user data, burn, or customer records to CRM Exit without your explicit approval.

Open the canonical agent route

05

Prove the exit in three buyer-facing phases

Discovery, economic analysis, extraction, and mapping still happen. The complete method documents all eight delivery stages; the buying decision turns on three visible controls.

1. Shadow

Run the selected destination beside the authoritative CRM. Load history, apply supported changes, suppress external side effects, and expose unsupported scope.

2. Reconcile

Measure record counts, identity, content, relationships, files, permissions, and selected workflow outcomes. Assign exceptions and retest corrections.

3. Cut over and stabilize

Freeze writes as agreed, apply the final delta, verify acceptance gates, switch controlled entry points, retain rollback, and transfer operational ownership.

View the complete method

06

Choose how you operate Move Big Rocks

Self-hosted MBR

Run Move Big Rocks on infrastructure you control. The proposal identifies the applicable software, extension, support, and infrastructure responsibilities and costs.

Managed MBR

Move Big Rocks operates hosting, backups, updates, monitoring, restoration testing, and support. Choose managed MBR infrastructure or operation inside your cloud account where offered.

Both paths preserve a documented data-export and operational handover route.

Compare operating models

07

A productized exit, not open-ended consulting

CRM Exit Audit

Five-business-day inventory, business case, risk assessment, and fixed-price exit proposal.

Shadow Proof

Time-boxed source connection, representative backfill, current sync, reconciliation, and feasibility report.

Verified CRM Exit

Full mapping, Shadow Mode, reconstruction, user acceptance, verified cutover, and stabilization.

Managed Independence

Ongoing operation, extensions, support, and a path to customer control.

View pricing and scope

08

Start with the platform you are leaving

Leaving HubSpot

Inventory CRM objects, associations, properties, activities, files, forms, workflows, lists, marketing dependencies, integrations, and users before deciding what can move directly and what must be reconstructed.

Leaving Salesforce

Map standard and custom objects, relationships, files, activities, Flow, Apex, permissions, managed packages, reports, and integration dependencies before selecting the cutover path.

Plan a Salesforce exit

09

Evidence you can inspect

Evaluate CRM Exit through:

  • public methodology;
  • realistic synthetic decision scenarios with reproducible financial outputs;
  • security and data-flow documentation;
  • testable acceptance criteria;
  • demonstration-data disclaimers;
  • published source status and method boundaries.
Inspect example scenarios

10

Build your CRM exit business case

Understand the economics, risks, and viable paths before authorizing a migration.

Request a CRM Exit Audit

Start with the decision

Build the business case before committing to a migration.

Build my exit business case Or request a CRM Exit Audit