When transitioning to a new CRM provider, it's important to consider the associated costs. Cancellation costs: Check your existing contract to determine whether you may incur extra costs for breaking the contract before its end date. Data migration: You may need to pay for a service to help migrate your data from your old CRM to the new one. Costs vary widely based on the amount of data being transferred. Implementation and configuration: Some CRM providers charge implementation and setup fees to get the system configured for your specific needs. Training: Your team will need to be brought up to scratch on how to use the new CRM. Some plans offer complementary on-boarding assistance but for some, this may be an extra cost which will vary depending on the number of users. Increased plan fees: If upscaling, the monthly fees of the new provider will likely be higher than your current fees. Indirect costs: During the switching process, you may lose operational business hours to periods when your data is migrating, when your team is being trained on the new system and when the new software is integrating with your other programs. Keep this in mind as time is precious.