Get matched with a CRM migration firm

We'll help you get connected to the migration firm that best suits your needs. Tell us about your move in about two minutes. A person reviews every request and suggests up to 3 firms. It's free for nonprofits, we stay neutral, and we only share your details with your consent. No spam.

1Your move
2Budget & timing
3About you

Your move

What CRM do you use now? Where do you want to move?

About how many donor and contact records?

Under 2,5002,500 – 10,00010,000 – 50,000More than 50,000Not sure

Budget and timing

Budget for migration help (one-time)

Under $5,000$5,000 – $15,000$15,000 – $50,000More than $50,000Not sure yet

When do you want to switch?

As soon as possibleWithin 3 monthsWithin 6 monthsWithin a yearJust exploring

Your organization's annual budget

Under $250,000$250,000 – $1 million$1 – 5 millionMore than $5 millionPrefer not to say

About you What worries you most about this move? (optional)

Your name Organization Email Phone (optional)

Website (leave blank)

You may share my request with up to 3 matched migration firms.Only firms from our directory, each checked against its own public pages. We never sell your details or add you to a mailing list. See our privacy notice.

Thanks, your request is in

While you wait: read a switching guide, check your export with the export checker, or work through the readiness checklist.

How matching works

You tell us about your move. It takes about two minutes.
A person reviews your request and picks up to 3 firms from our directory that list your CRMs.
We share your request only with those firms, and only because you said yes.

Free for nonprofits.
Neutral. We don't sell CRM software or migration services.
No spam. We don't add you to any mailing list.

We can't promise a particular firm will take your project or what it will cost. Prefer to choose yourself? Browse the directory.

CRM Switchboard

Independent, source-cited guides for nonprofits switching donor CRMs. Every fact links to its source with the date we last checked it. Nobody pays for placement in our facts.

Product names and logos are trademarks of their respective owners, used for identification only. CRM Switchboard is independent and not affiliated with or endorsed by any vendor.