Day 46's PraxCRM deep-dive covered the product strategically — six modules (Leads/Sales, Marketing, HR/Payroll, Projects, Payments, Communications), multi-tenant architecture, Starter/Growth/Enterprise pricing tiers. The piece argued why operationally consolidated CRM beats best-of-breed stacks per Day 45's broader consolidation thesis. That argument convinces strategic readers. It doesn't answer the question most prospects actually ask once they're convinced of the strategic case.

The question prospects ask: what does the first 14 days actually look like?

Migration uncertainty is the single largest blocker for B2B teams considering CRM consolidation. Even teams convinced their current HubSpot/Salesforce/Zoho stack is operationally sub-optimal hesitate because they don't have a concrete mental model of what migration involves. Will the historical data come across cleanly? Will the team be operational again within a week, or stuck in transition for a month? Will the new system support workflows that currently work on the old one? Without operational specificity, the strategic case stays abstract and the decision stays deferred.

This piece is the operational walkthrough. The first 14 days on PraxCRM for teams migrating from established CRM stacks. Day-by-day breakdown of what happens, who does what, where the friction points typically appear, and how teams resolve them.

The walkthrough format borrows the daily- operational-narrative structure that worked in Day 50's Indian agency case study and applies it to a generic migration scenario any prospect can map to their own context. Operational specificity replaces vendor-marketing abstraction.

The walkthrough is the seventh Products- track piece in the catalog (after Days 45, 46, 47, 48, 49, 50, 51, 56 — though several of those are cross-track) and the first tactical/walkthrough format in the Products track. Days 45-48 established Products strategically; Day 63 introduces operational depth.

The setup: what teams are migrating from and why

Most PraxCRM migrations follow one of three originating stacks:

Stack A: HubSpot consolidation. Team has been on HubSpot for 2-4 years across Starter/Professional/Enterprise tiers. Pain points: cost escalation as contact lists grow (HubSpot pricing scales aggressively past 5,000 contacts), bolted-on Service Hub for support but separate Intercom for chat, separate BambooHR or Gusto for HR, separate Stripe for payments, separate ClickUp or Asana for project management. Annual stack cost: typically $36-72K for 15-30 person teams. PraxCRM consolidation cost: $19-39 per user/month replaces the bundle.

Stack B: Salesforce consolidation. Team has been on Salesforce 3-7 years, typically inherited from a previous growth-stage decision. Pain points: customization complexity, administrator time/cost overhead, integration tax on every adjacent tool (separate Pardot or Marketo, separate ServiceNow, separate Workday, separate DocuSign). Annual stack cost: typically $60-180K. PraxCRM consolidation cost: comparable scale at consolidated $39-79 per user/month with no administrator overhead.

Stack C: Zoho consolidation. Team is on Zoho CRM + Zoho One bundle, attracted by price but constrained by capabilities. Pain points: module quality varies widely, AI features lag major competitors, ecosystem integrations limited, support response variability. Annual stack cost: typically $24-48K. PraxCRM consolidation comes in at comparable or lower cost with consistent module quality and AI-native architecture per Day 46's deep-dive.

The walkthrough below applies to all three originating stacks. Some specifics vary (data export tool selection, field mapping complexity) but the day-by-day operational sequence is structurally identical.

Day 1: account setup and team provisioning

Morning (Hours 1-3): Workspace creation. PraxCRM workspace provisioned with company subdomain ([yourcompany].praxcrm.com), branding configured, default workflows imported. Administrator account established with the team's primary operations owner. Initial billing setup completed (Starter/Growth/Enterprise tier selection based on team size and module needs).

Afternoon (Hours 4-8): Team provisioning. User accounts created for all team members with role-based permissions (Admin / Manager / Member / Read-only). Single sign-on integration configured if applicable (Google Workspace, Microsoft 365, or Okta). Welcome emails sent to team with first-login instructions. Module access enabled per role (most teams enable Leads/Sales for sales, Marketing for marketing, Projects for delivery, with Communications as universal).

End-of-day state: Workspace operational, team accounts provisioned, no operational data yet migrated. The team can log in, see their workspace, navigate the interface. Existing CRM still authoritative for active work.

Common friction at Day 1: Permission mapping confusion. Teams migrating from HubSpot are accustomed to seat-based permissions, Salesforce teams to profile-based, Zoho teams to role-hierarchy permissions. PraxCRM uses a hybrid model. The 30-minute permission walkthrough video in onboarding resolves most confusion; complex permission structures may need a follow-up call with onboarding specialist.

Day 2: integration setup

Morning (Hours 1-4): External integrations configured. Email integration (Gmail, Outlook 365, Exchange) connects user mailboxes for two-way sync. Calendar integration enables meeting scheduling from within PraxCRM. Phone integration (if applicable — Aircall, RingCentral, Dialpad) enables click-to-call from contact records. Slack or Teams integration enables internal notifications.

Afternoon (Hours 5-8): Payment processor integration. Stripe Connect or Razorpay setup for the Payments module (if applicable for the team — most B2B teams need this; pure marketing/sales teams may skip). Webhook configuration for transaction notifications. Test transaction processed to validate the integration. Tax configuration completed for invoicing.

End-of-day state: PraxCRM workspace connected to the core external systems the team uses daily. Email/calendar/phone integration enables natural workflow without context-switching to external tools. Common friction at Day 2: Email sync historical depth. Most teams want to import 12-24 months of historical email context with contacts; the default 90-day sync limit needs explicit configuration to extend. Onboarding specialist typically handles the extended sync request as a one-time configuration.

Day 3-4: data import from the existing CRM

The export step. Each originating stack exports differently:

From HubSpot: Use the native CSV export for Contacts, Companies, Deals, and Activities. The "Include all properties" option is critical; default export omits custom properties that PraxCRM can readily accept. Tickets export from Service Hub if applicable.

From Salesforce: Use Data Export Wizard for standard objects (Accounts, Contacts, Opportunities, Activities, Tasks). For custom objects, use Salesforce Data Loader to extract with relationships preserved. Schedule the export for off-hours given Salesforce's processing time on large datasets.

From Zoho: Use Zoho Data Migration Tool for direct export across modules. Zoho's native format preserves more relational data than CSV alternatives.

The import step. PraxCRM's native importer accepts standard CSV from any of the three sources. Three key configurations during import:

Field mapping: Map source fields to PraxCRM fields. Standard fields auto-map; custom fields require manual mapping during first import. Save the mapping as template for subsequent imports.

Deduplication rule: Choose match-on-email or match-on-domain-plus-name. Email is safer; domain+name catches cases where multiple contacts share an email (executive assistants, generic addresses).

Activity history: Import historical activities (calls, emails, meetings, notes) attached to contact records. Activity history is what makes a CRM useful operationally; without it, contact records feel disconnected from the relationship history. Activity import takes longer than contact import (typically 4-8 hours for 50,000-100,000 activities) but is worth the wait.

End-of-day state (Day 4): Historical CRM data populated in PraxCRM. Team can see all their contacts, companies, deals, and activity history. Existing CRM still authoritative for ongoing operations because the team hasn't yet cut over. Common friction at Day 3-4: Custom field overflow. Teams who've been on their current CRM 3+ years have typically accumulated 30-80 custom fields, many no longer in active use. The import process surfaces this — PraxCRM doesn't require importing every custom field, and the import is a natural opportunity to consolidate. Onboarding specialist typically helps teams identify which custom fields are actively used (typically 10-25) and which can be archived rather than migrated.

Day 5-7: module configuration

With historical data populated, the team configures modules for their specific operational needs: Leads/Sales module configuration (Day 5). Pipeline stages mapped to the team's actual sales process. Default stages can be customized fully. Deal probability percentages per stage. Required fields per stage. Automation rules for stage transitions. Lead scoring model configuration (if applicable). The configuration typically takes 2-4 hours for standard B2B sales processes; complex enterprise processes may take 6-8 hours.

Marketing module configuration (Day 5-6). Email template library setup (HTML email templates imported or built fresh). Audience segmentation rules. Campaign workflow templates. Form builder configuration for website lead capture. Marketing automation rules (welcome sequences, lead nurture flows). UTM tagging conventions. Marketing analytics dashboards.

Communications module configuration (Day 6). Inbound channels enabled (email, chat widget, social DMs, WhatsApp Business if applicable). Routing rules for inbound conversations. Response templates and macros. Team availability schedules. Escalation rules. The Communications module is the most under-configured module in fresh deployments — teams often default to basic email inbox routing without leveraging the full conversation infrastructure.

Projects module configuration (Day 6-7). Project templates for common engagement types. Task templates with default assignees. Time tracking configuration (if applicable for billable work). Project status reporting cadence. Client-facing project portal configuration. Most agencies and services teams find the Projects module configuration takes longest because operational rhythms are more varied than sales pipelines.

HR/Payroll module configuration (Day 7). Employee records (typically migrated from BambooHR, Gusto, or whatever HRIS the team was using). Leave policies. Performance review cadence. Payroll integration (typically Razorpay Payroll for Indian operations, Gusto for US, Deel for international). Compensation visibility rules per role.

Payments module configuration (Day 7). Invoice templates with company branding. Payment terms defaults (Net 15, Net 30, etc.). Subscription/recurring invoice templates if applicable. Payment reminder cadences. Receipt templates for completed payments.

End-of-day state (Day 7): All modules configured for the team's operational needs. Data populated. Workflows defined. The system is operationally ready for team usage but hasn't yet been "cut over" — existing CRM still parallel-running.

Common friction at Day 5-7: Workflow translation. Teams who've built complex automation in HubSpot or Salesforce sometimes struggle to translate the exact workflow logic into PraxCRM's automation builder. The translations are nearly always possible but require thinking about the workflow rather than copying it. Onboarding specialist helps with the first 2-3 complex workflow translations; subsequent ones the team builds independently.

Day 8-10: parallel operation and team enablement

The middle 3 days are about getting the team operationally proficient before cutover:

Day 8: Team training sessions. 2-hour training session per module for the relevant team members. Hands-on exercises in the configured PraxCRM workspace. Q&A. Most teams find a single training session per module sufficient; complex modules (Projects, Marketing automation) sometimes benefit from a follow-up advanced session.

Day 9: Parallel operation begins. Team logs daily work in both the existing CRM and PraxCRM. This sounds painful — and is, briefly. The dual logging serves three purposes: (1) team builds muscle memory in PraxCRM through repetition, (2) data discrepancies between systems surface and get resolved before cutover, (3) the team's confidence in PraxCRM grows as they see consistent operational behavior.

Day 10: Refined configuration based on actual usage. Two days of parallel operation surfaces configuration adjustments. Pipeline stage names that seemed right in theory but feel awkward in practice. Automation rules that fire too aggressively or not aggressively enough. Field requirements that block legitimate workflows. The team makes adjustments based on actual usage rather than theoretical configuration. Most teams make 5-15 configuration refinements during this phase.

End-of-day state (Day 10): Team is operationally proficient on PraxCRM. Configuration refined based on actual usage rather than theoretical setup. Parallel operation has surfaced and resolved most edge cases. The team is psychologically ready to cut over.

Common friction at Day 8-10: Parallel operation fatigue. Doing operational work in two systems simultaneously is genuinely tiring for 2-3 days. Most teams want to skip parallel operation and cut over immediately. The teams that skip parallel operation typically face larger post-cutover issues (workflow gaps not surfaced before cutover) than the teams that endure the parallel operation phase. The discipline pays off; the impatience doesn't.

Day 11-13: incremental cutover

Rather than big-bang cutover at Day 14, most successful migrations cut over incrementally across Days 11-13:

Day 11: Sales pipeline cutover. Sales team moves all active deal management to PraxCRM. Historical deals already imported. Existing CRM stops being authoritative for new deals. Team continues using PraxCRM as primary. Sales managers review pipeline reports in PraxCRM rather than existing CRM.

Day 12: Marketing cutover. Marketing campaigns shift to PraxCRM. New campaigns built in PraxCRM rather than existing tool. Email sends route through PraxCRM. Marketing analytics dashboards switch to PraxCRM as primary source. Existing marketing automation (HubSpot Workflows, Marketo programs, Pardot Engagement Studio) gets paused or sunset depending on contract dependencies.

Day 13: Operations cutover. Communications routing, Projects management, HR/Payroll, Payments — all the operational modules — switch to PraxCRM as primary. The remaining external tools used in parallel (BambooHR, Stripe Dashboard direct usage, Zendesk, etc.) get sunset or relegated to read-only reference depending on contract.

End-of-day state (Day 13): All operational work happening in PraxCRM. Existing CRM and adjacent tools either sunset, in read-only mode, or under contract until renewal date. The team is fully operational on the consolidated platform.

Common friction at Day 11-13: Edge-case workflows. Despite parallel operation, some workflows that exist in the existing CRM don't fully replicate on Day 1 of cutover. The pattern: 3-8 edge cases surface per team, each requiring 1-3 hours of configuration to fully resolve. Most teams resolve these within 24-48 hours.

Day 14: stabilization and forward-looking optimization

Day 14 is about confirming the migration is stable and planning forward optimization:

Morning (Hours 1-4): Operational review. Sales pipeline reports match expected state. Marketing campaign performance tracking. Communications volume and resolution rates. Projects status. Each operational dimension reviewed for any data anomalies or workflow gaps. Issues identified get tagged for resolution in the following week.

Afternoon (Hours 5-8): Forward-looking optimization planning. What the team now wants to do with PraxCRM that they couldn't do with the previous stack. Typical optimizations identified in this session: leveraging Atlas AI capabilities in the Communications module (per Day 47's PraxTalk deep-dive — Atlas is the same multi-agent architecture extending into PraxCRM's Communications), tighter project-to-payment workflow integration, marketing-attributed pipeline reporting that wasn't possible across fragmented systems, HR-to-payroll automation that eliminates monthly manual reconciliation.

End-of-day state (Day 14): Migration complete. Team fully operational on PraxCRM. Forward optimization roadmap identified. The team is doing operational work that simply wasn't possible on the previous fragmented stack.

What the 14-day walkthrough demonstrates that the strategic case couldn't

Three operational realities the walkthrough makes concrete:

1. Migration is structured and bounded. Not "weeks to months" of nebulous transition but 14 specific days with specific activities. The structure removes the largest psychological blocker to consolidation decisions — fear of indefinite operational disruption. Migration is a project with a defined scope, not an open-ended transformation.

2. Historical data and operational continuity are preserved. The data migration in Days 3-4 plus the parallel operation in Days 8-10 ensures the team isn't starting fresh — they're continuing operational work with full historical context. Decisions to migrate don't equal losing operational memory.

3. The operational improvements show up in Week 3, not Day 1. The walkthrough is honest about what Day 14 produces: a stable operational baseline. The actual operational improvements (consolidated reporting, AI-mediated workflows, cross-module automation) start showing up in Week 3-4 as the team uses the consolidated platform to do work that fragmented stacks couldn't support. The strategic case from Day 46 is about that 90-day onward state; the operational walkthrough is about the 14-day path to get there.

What this means alongside the broader catalog

Three operational connections to existing catalog pieces:

Connection to Day 46 PraxCRM Deep-Dive: Day 46 makes the strategic case; Day 63 makes the operational migration plan. The two pieces together address both strategic and tactical evaluation needs. Prospects reading Day 46 alone may stay strategically convinced but tactically deferred; prospects reading both pieces have what they need to commit.

Connection to Day 45 Operational Consolidation Thesis: Day 45 argues the broader strategic case for consolidation across operating stacks. Day 63 is the concrete operational manifestation for the CRM piece of that consolidation. The walkthrough format proves the consolidation thesis is operationally viable, not just strategically attractive.

Connection to Day 50 Indian Agency Case Study: Day 50 demonstrated the operational outcome (22-person Bengaluru agency, 8 tools → 3 Praxxii products, ₹14.4L+ year-1 recovery). Day 63 is the path the Day 50 case study agency walked to get to those outcomes. The two pieces together cover input (migration walkthrough) and output (case study outcomes).

These connections position the migration walkthrough as the operational bridge between the strategic Products-track content and the case study evidence.

What to do if you're evaluating PraxCRM migration

If you're operating a B2B team currently on HubSpot, Salesforce, or Zoho with adjacent tools (Intercom, BambooHR, Stripe, ClickUp/Asana, etc.) and considering consolidation, three actions for this quarter:

1. Run the stack audit. Pull the actual annual cost of your current stack across all tools. Most teams discover the bundled cost is 1.4-2.2× what they estimate when they only think about the primary CRM. The audit number anchors the consolidation evaluation in financial reality rather than vendor-marketing-driven preference.

2. Map the actual workflows your team uses across tools. Where do your sales, marketing, operations, and finance workflows cross tool boundaries? Each boundary crossing introduces friction, data discrepancy, and missed AI deployment opportunity. The workflow audit surfaces what the consolidated stack would specifically resolve.

3. Schedule a PraxCRM demo focused on your specific migration scenario. Generic demos demonstrate product capabilities; migration-specific demos walk through how your specific HubSpot/Salesforce/Zoho setup would translate. Request the migration-focused demo rather than the generic product tour.

4. If the demo confirms the case, schedule the 14-day migration window. Migrations work best when the team can dedicate 60-70% attention to migration during the 14 days rather than spreading the work across 6-8 weeks of part-time effort. A 14-day focused window typically produces better outcomes than a longer diffuse effort.

If you'd rather have an outside team run the stack audit, build the migration plan, manage the 14-day execution, and stand up the consolidated operating model alongside your in-house team — that's part of the operating-model installation work Praxxii Global does for B2B brands transitioning to consolidated infrastructure. The same team building PraxCRM is the team running the migration engagements. Free 60-minute diagnostic call before any commercial commitment.

CRM consolidation is one of the highest-leverage operational decisions B2B teams will make through 2026-2028. The 14-day migration window is genuinely 14 days when done well. The operational improvements compound through 2027-2028 as AI capabilities continue improving in ways consolidated infrastructure exploits and fragmented infrastructure structurally can't. Start the migration discipline now while competitors continue operating fragmented stacks.