Where the dependencies sit
Custom objects, Apex, flows, marketplace packages, record sharing and reporting can be more significant than the core CRM.
Map the work before selecting software
Ask each team which functions are essential, which can change and which can be retired. Separate standard processes from custom logic, and document who owns each decision.
Data that needs a migration decision
Accounts, contacts, leads, opportunities, custom objects, activities, attachments and relationship identifiers.
Integrations to preserve
Email, marketing, billing, customer portals, support systems and data warehouse feeds.
Identity and access map
Map profiles, permission sets and external users to explicit roles; test least privilege.
Candidate components
| Component | Role | Licence |
|---|---|---|
| SuiteCRM | CRM | AGPL-3.0 |
| ERPNext | ERP | GPL-3.0 |
| Mautic | Marketing | GPL-3.0 |
| Zammad | Helpdesk | AGPL-3.0 |
Identity, backup, monitoring and integration design remain part of the architecture. Each component needs its own fit and edition review.
A phased migration path
Discover.
Inventory systems, contracts, data, permissions and business-critical workflows. Record owners and acceptance criteria.Pilot.
Pilot one sales team and a representative pipeline before moving shared automations.Rehearse.
Time exports and imports. Reconcile record counts, relationships, attachments and reports against the source.Coexist.
Define the source of truth, prevent duplicate writes and monitor the interfaces between old and new systems.Cut over.
Use an agreed change window, decision owner, communication plan and a clear rollback deadline.Operate.
Train users, document recovery and retain required history before retiring the source.
Risks and security considerations
Custom object relationships and record-level access can be lost in a simple CSV migration.
Protect exports and temporary staging data, restrict migration accounts, use encrypted transport and remove temporary access after acceptance.
Rollback and acceptance
Keep a validated source backup and a record of post-cutover writes. Decide whether rollback restores the old system or replays changes, and rehearse that procedure. Business owners must sign off reconciled data and representative workflows before final retirement.
Implementation effort and ongoing care
The initial effort category is High. It is an editorial screening assessment, not a time or cost quotation. A pilot is required to estimate delivery. Plan for patches, monitoring, integration maintenance, backup restoration and user support.
Common questions
Can one application replace the entire platform?
Sometimes the core use case fits one application, but specialised workflows often require several components. Validate feature gaps before committing.
Can we keep parts of the existing system?
Yes. A hybrid or phased approach can reduce disruption when system boundaries and the source of truth are explicit.
Will open source cost less?
It depends on licensing, migration, infrastructure and operating costs. Compare the same planning period using realistic inputs.