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What would it actually take for you to switch CRM? I'm testing a different approach to migration and configuration.

I've worked with enterprise CRM systems for years and keep seeing the same trade-off: simple systems eventually become limiting, while powerful systems become expensive and complicated to configure.

I'm exploring a different architecture.

Instead of building another fixed CRM, the underlying platform consists of configurable objects, fields, relationships, pages, permissions, automations and reports.

Sales would just be the first module. Support, Projects, Planning, etc. can extend the same underlying customer and business data.

The AI doesn't generate software or arbitrary code. It can only configure capabilities that already exist in the platform.

So you could say:

"Add contract value to companies, put it next to ARR, and create a follow-up when an opportunity stays in Proposal for 7 days."

The system creates a plan → shows exactly what will change → validates it → you approve it.

The part I'm most interested in is migration. Rather than asking a company to make a big-bang switch, the idea is to analyze the existing CRM, map its objects/fields/processes, preview the new setup and eventually allow teams/modules to migrate progressively.

I've attached a visual explaining the concept.

I'm specifically NOT looking for "cool idea" feedback. I'd like to know: what would make you refuse to switch to something like this? What would I have to prove before you'd trust it with your real business data? And which part of this sounds less useful than I think it is?

submitted by /u/Efficient-Accident96
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