CRM backups & data history
- Price
- from $1,000
- Timeline
- 1–2 weeks
- Experience
- 100+ projects · 10+ years · 9+ countries
Scheduled CRM exports into your own database with full change history — so data can be restored
- amoCRM
- Bitrix24
- GoHighLevel
Our usual stack. We bring in other tools when the task or the project calls for it.
CRMs keep the current state, not always the history, and a bulk action or a failed migration can wipe owners, dates and fields on thousands of records in minutes. Without your own copy there’s nothing to restore from.
We set up scheduled exports of your CRM data into your database and keep every change, so you can see what a record looked like at any point and roll back mistakes.
What we do
- Scheduled exports of contacts, deals, tasks and fields
- Change history for every record
- Recovery playbooks for errors and migrations
- Monitoring: an alert if an export fails
- Change reports for audits
What your own copy protects against
A bulk update wiped the owner on every deal
We find the moment before the mistake in the history and restore the old field values for the affected records only, leaving the rest alone.
We're moving to a new CRM and worried about losing data
Before the migration we take a full snapshot into your database. Afterwards we compare record counts and fields to see what didn't make it.
A departing employee deleted their clients
Records deleted in the CRM stay in your database with their history. You can see who deleted them and when, and bring them back.
We need a deal's history, but the CRM only knows its current state
Exports capture every change of stage, amount and owner, so you can report on how deals moved over any period.
An integration quietly corrupts fields and we notice a month later
We compare each new export with the previous one and alert you in Slack or Telegram if a field changes en masse or records suddenly drop.
Your CRM data is your responsibility
- 66%of companies believe their SaaS vendors are solely responsible for protecting their dataHYCU, 2025
- 87%of companies have a critical SaaS app at risk due to inadequate protectionHYCU, 2025
- 15%of enterprises saw SaaS backup as critical in 2024; by 2028 it will be 75%Gartner, 2024
Data you can always restore
A copy outside the CRM
Data is stored in your own database, separate from the CRM: even if something happens to the account, the history stays with you.A safety net for changes
A fresh copy before bulk operations and migrations lets you change the system without fear of losing anything.Who changed what
The history shows who changed an owner, amount or stage and when — handy for reviews and audits.
Who needs their own CRM copy
A good fit if
- Your CRM holds years of customer history and losing it would stall sales
- You're planning a migration, a bulk cleanup or a pipeline overhaul
- Many people and integrations touch the CRM and can change the data
- Audits require showing who changed a customer's data and when
Not a fit if
- The CRM was just launched and holds little data — finishing the CRM setup matters more now
- You need backups of company-wide files and email — we'll point you to the right tool
How we work
- 01
CRM data audit
1–2 daysWe map the entities and fields in your CRM, what changes most often and what you can't afford to lose.
You get A list of entities and fields to back up - 02
Storage
1–2 daysWe set up a database on your server or in the cloud that only you have access to.
You get Your own database with access configured - 03
Exports and history
2–4 daysWe set up scheduled exports and log every change: who changed what in a deal or contact, and when.
You get Scheduled exports and a change history table - 04
Restore test
1–2 daysWe restore test records from the backup, confirm nothing is lost and turn on failure alerts.
You get A restore guide and a 3-month bug warranty
What we need to set up backups
- Which CRM you use and read-only access to its API
- Where the copy should live: your server, a cloud database or an option we suggest
- The objects and fields that are critical to the business
- How often to export: daily or more frequently
- How long to keep the change history
A risk check on a call
In a free 30-minute call we look at what's in your CRM, who changes it and how, and what happens if something breaks. Then we send an export plan, a timeline and an estimate.
What if a bulk edit
wipes your CRM?
Tell us which CRM you use. We’ll set up scheduled exports to your own database with a full change history, so mistakes can be rolled back.
Built-in options are usually limited: some data can’t be exported, history is partial and restores go through support. Your own copy gives you full control.
From $1,000. The total depends on the CRM and its API, how many objects and fields need exporting, how often exports run and whether you need a convenient tool for selective restores. We send an estimate after a call where we look at your CRM.
From daily to several times an hour — depending on how much data you can afford to lose in the worst case.
Yes: selected fields, records or the changes from a specific period.
GoHighLevel, amoCRM, Bitrix24 and any system with an API.