CRM Setup & Migration
One source of truth. Finally.
We set up or migrate your CRM so it actually works. Clean data, proper field mapping, lifecycle stages, and integrations that don't break.
What you get
- CRM audit and migration planning (Salesforce, HubSpot, Pipedrive)
- Data cleanup, deduplication, and field mapping
- Lifecycle stage and pipeline configuration
- Integration setup with marketing automation and analytics
- Custom property and reporting setup
- Team training and documentation
Timeline
3-6 weeks depending on data volume and complexity
Ideal for
Teams switching CRMs, companies whose current CRM is a mess, or anyone still tracking deals in spreadsheets.