Our CRM upgrade crashed on day 3 and cost us 12 client records

Last Tuesday we switched over to a new CRM platform after getting sold on its automation features. By Thursday afternoon the whole system locked up during a sync and we lost about 12 client notes from the previous week. I spent the weekend digging through old emails and spreadsheets trying to piece back what was missing. Turns out the migration tool they gave us had a bug that skipped certain date ranges without warning. Their support team was slow to respond and didn't offer much help beyond a generic reset guide. Has anyone else had a CRM migration go sideways like this and found a way to recover lost data?

2 comments

2 Comments

noah_barnes8d ago

Man, that migration bug sounds like a total nightmare to deal with.

noah_barnes7d ago

Did you actually lose any data or was it just a delay issue? Those bugs give me anxiety every time we run one because you never know if the rollback will actually work. Curious if your team had a safety net in place or if they had to rebuild from scratch.