GoldMine CRM Migration & Support
We move companies off GoldMine to modern CRM and ERP platforms without losing decades of customer history. And until you are ready to move, we keep your GoldMine running.
GoldMine served you well. It is time to plan what comes next.
GoldMine was one of the best CRMs of its era, and thousands of businesses still run on it. But Ivanti has ended support for the 2014 through 2019 versions, the partner network keeps shrinking, and every Windows and Outlook update raises new compatibility questions. Your customer database is too valuable to leave on a platform with no roadmap. (Full details in our GoldMine end-of-life status guide.)
Naper Solutions has supported GoldMine installations for more than 15 years: customizations, GM+View screen design, IntelliClick email campaigns, Automated Processes, SQL stored procedures, performance tuning, and database repair. We know the CONTACT1, CONTACT2, CONTSUPP, and CONTHIST tables the way GoldMine administrators do, because that is what we have been working in. That matters when it is time to get your data out cleanly.
What we migrate
- Contacts and companies, including additional contacts and relationship links
- Complete history: calls, appointments, notes, and completed activities
- Email history stored inside GoldMine, converted so it stays attached to the right contact
- Custom fields and CONTSUPP detail records, mapped to proper fields in the new system
- Open opportunities, forecasts, and pipelines
- Calendars and pending activities
- Linked documents, where the target platform supports them
- GoldSync remote sites, consolidated into one clean master before conversion
Where we take you
We are not resellers pushing one platform. We recommend the system that fits how your team actually sells and operates. Most GoldMine migrations land on one of these:
HubSpot
The most common landing spot for small and mid-size GoldMine shops. Easy to adopt, strong email and marketing tools.
Salesforce
The right choice for larger teams with complex processes. The move requires restructuring contact-centric data into accounts, and we handle that.
Dynamics 365, Pipedrive, Zoho, and others
Microsoft-centric shops, sales-first teams, and budget-conscious buyers each have a better fit. We compare them honestly.
Custom line-of-business systems
Some GoldMine installs are really custom databases wearing a CRM badge. When no off-the-shelf CRM fits, we build on SQL Server and integrate with your ERP.
How a migration runs
- Assessment. We inventory your GoldMine database: record counts, custom fields, Automated Processes, integrations, GoldSync topology, and data quality. You get a written migration plan with a fixed scope.
- Field mapping. Every field that matters gets an explicit destination. Nothing important is left to an importer's guess.
- Trial migration. We convert a full copy into a sandbox first. Your team validates real records before anything goes live.
- Cutover. A final sync over a weekend or slow period, so Monday morning starts in the new system with current data.
- Training and support. Your team learns the new system on your own data, and we stay available after go-live.
Most GoldMine migrations run two to six weeks from assessment to cutover, depending on database size, custom fields, and how much cleanup the data needs.
Not ready to move? We keep GoldMine alive too.
Plenty of businesses need another year or two on GoldMine while they plan. We handle performance fixes, database repair and size reduction, upgrades, backups, custom reports, and integration work in the meantime. A supported GoldMine today makes for a cleaner migration tomorrow.
Free GoldMine migration assessment
Send us a note or call. We will look at your GoldMine setup, tell you what a migration would involve, what it would roughly cost, and which platform we would pick for your situation. No obligation, and you keep the written assessment either way.
Request the free assessmentOr call (630) 548-5614. Chicago-based, working with GoldMine users nationwide.
Common questions
Will we lose our notes and history?
No. Preserving history is the whole point of doing this properly. Every completed activity, note, and email in your GoldMine database gets mapped to the new system or archived in a searchable format you own.
Our GoldMine is heavily customized. Is that a problem?
It is the normal case. Custom fields, GM+Views, and Automated Processes are exactly why generic import tools fall short. We map custom structures explicitly and rebuild the automations that still earn their keep.
What does a migration cost?
It depends on record volume, custom fields, email history, and the target platform. The free assessment gives you a real number for your database, not a generic quote.
Can you work with our IT provider?
Yes. We regularly work alongside managed service providers who handle the network while we handle GoldMine and the data.