SWITCHING CRM
Your contacts, properties and client history matter. We plan the move with you, using the export available from your current system, before you switch.
Demonstration by appointment · 30 minutes focused on your work
WHAT WE PREPARE
Contact details and useful client information, according to the fields in your export.
Exportable business data, with field mapping checked before import.
We review what your export actually contains and agree what can be migrated and what needs completing.
FIVE STEPS
Your export and existing data.
The fields mapped for review.
A scope agreed together.
The approved data brought across.
The result reviewed with you.
We review the export, useful categories, duplicates and missing details.
Review the field mapping before import.
Confirm the scope and any corrections.
Bring across the agreed data.
Review the result together before getting started.
YOUR MIGRATION QUESTIONS
Yes. A structured CSV file can be the starting point. We review columns, formats and data categories together.
We examine its export. Format and content determine what can be imported; the scope is confirmed first.
We review duplicates and field mapping during preparation and agree the checks before import.
Standard migration is included in the founding offer. Outside that offer, migration, advanced onboarding and bespoke needs may be charged separately.
Timing depends on export quality and data volume. We agree a schedule after reviewing the source.
YOUR NEXT STEP
30 minutes with the founder, focused on your priorities.
