Switch CRMs withoutlosing a single record.
The reason teams stay on a CRM they hate is the fear of the move — the data, the retraining, the week of chaos. We do this for a living, onto GrowthPipe or whatever you already run, and the fear is the first thing we remove.
The migration itself
Your history is the asset. It all comes, and it comes verified — counted before and after, not assumed.
- Full export from Zoho, LeadSquared, sheets — wherever leads live today
- Field mapping agreed before anything moves
- Phone numbers validated on the way in, duplicates merged
- Source identity preserved, so ad-platform matching survives the move
- Import reports you can check yourself — counts, not promises
- The old system stays untouched until you sign off
Team and permissions
A CRM fails socially before it fails technically. Setup is about who sees what, and why.
- Roles and data scopes matched to how your floor actually works
- Callers see their queue; managers see everything
- Every seat accountable — actions carry names
- Working hours, capacity and allocation rules configured
Sources wired in
A CRM with nothing flowing into it is an expensive notebook.
- Meta lead ads connected — leads land in seconds
- Website forms wired straight in
- CSV import for offline and event leads, with validation
- WhatsApp attached to the lead record
- Duplicate rules across all sources from day one
Rollout and after
Software nobody uses is the most expensive kind. The rollout is designed for the busiest caller, not the most technical one.
- Caller training on the phone they actually use
- Manager training on reports and allocation
- A parallel-run window before the old system is retired
- Support that answers, from the people who built it
Most teams are live inside a week.
Not because we rush — because the work is boringly repeatable: export, map, validate, import, verify counts, train, go. The teams that struggle are the ones that try to redesign every process on migration day. Move first, exactly as you work today; improve the process once the team is comfortable.
Bring your leads. Keep your history.
Tell us what you run today and how many records live in it, and we will come back with a migration plan and an honest timeline.