Free checklist
The Chat History Migration Checklist: Change CRM Without Losing a Single Conversation
What to export, what moves on its own, what you rebuild, and the order of steps that keeps your number and your sales team working.
- A keep-or-drop table for transcripts, media, contacts, tags, stages, notes and opt-in records
- A four-week countdown with the export request to send your current provider
- A phone number clean-up table for mixed 012, +6012 and 6012 formats
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What's inside
- A keep-or-drop table for transcripts, media, contacts, tags, stages, notes and opt-in records
- A four-week countdown with the export request to send your current provider
- A phone number clean-up table for mixed 012, +6012 and 6012 formats
- An automation and template rebuild list, based on what does and doesn't transfer
- An 11-step switch window sequence plus a ready-to-send team message in English and Malay
- A first-week check and a worked example from an illustrative Mont Kiara property agency
Who this is for
Owners and sales managers at KL and Klang Valley businesses moving from one WhatsApp CRM to another who can't afford to lose years of customer conversations or the number on their signboards.
Made by the team behind Yalla — the chat-native CRM where the AI does the work, not just the talking.