CRM Migration & Integration
Seamless migration from legacy systems and integration with your existing tech stack.
Switching CRMs shouldn't mean losing data, disrupting operations, or retraining your entire team from scratch. Whether you're a 10-person team moving off spreadsheets or a 200-person company leaving Salesforce, we manage every step of the migration, from data mapping to user training, so you can upgrade without the chaos or the enterprise price tag.
Migration Without the Migraine
We've migrated businesses from Salesforce, HubSpot, Zoho, spreadsheets, and even paper-based systems. Our proven process ensures zero data loss and minimal disruption to your daily operations.
- Complete audit of your existing data and workflows
- Field-by-field mapping to the new system
- Automated data cleansing and deduplication
- Parallel running period to validate accuracy
- Team training tailored to your workflows
Integration That Actually Works
Your CRM shouldn't be an island. We build robust integrations with your email platform, accounting software, marketing tools, and any other system your team relies on. Real-time sync means everyone works from the same data.
Supported Platforms
We integrate with virtually any platform that has an API. Common integrations include email marketing platforms, accounting software, project management tools, communication platforms, and e-commerce systems.
Key Features
- Zero-downtime migration
- Data cleansing and deduplication
- Legacy system integration
- API-first architecture
- Multi-platform sync
- Historical data preservation
What You Get
Measurable outcomes that impact your bottom line.
Zero data loss during migration
Minimal disruption to daily operations
Unified data across all platforms
Eliminate manual data re-entry between systems
Frequently Asked Questions
What Our Clients Say
“Automated gift acknowledgments, pledge reminders, and year-end tax receipts. Our donors feel appreciated and our team spends time on mission instead of mail merges.”
Kenji Watanabe
Development Director, Green Horizons Environmental
Seattle, WA
“Seasonal business means feast or famine. Our CRM now handles off-season nurture campaigns automatically. This spring was the first time we started fully booked on day one.”
Dave Randall
Founder, Randall Landscaping
Nashville, TN
“Livestock tracking, buyer relationships, and auction management. Built for how Australian farming actually works. Our stock agent relationships have never been better managed.”
Liam Fitzgerald
Owner, Green Valley Farms
Wagga Wagga, NSW
“Moving from Salesforce to custom saved us $4,200 per month and gave us a system that actually matches our transaction workflow. Should have done it years ago.”
Marcus Thompson
Operations Director, LakeView Real Estate
Chicago, IL
“Scheduling 300+ temps across 50 client sites was a logistical nightmare. The custom CRM handles shift matching, availability, and client billing automatically.”
Tanya Jeffries
Operations Manager, Metro Temp Services
Atlanta, GA
“Foster family management, case tracking, and donor relationships in one system. We can show funders exactly how their dollars create outcomes. Grants increased 40%.”
Diane Foster
Executive Director, Children's Hope Alliance
Charlotte, NC
“Tax season used to be chaos. Now client documents flow into the right folders, deadlines are tracked automatically, and nothing falls through the cracks.”
Christopher Reid
Partner, Reid & Associates CPA
Minneapolis, MN
“Patient journey from first visit to maintenance care, fully mapped. Automated reactivation campaigns bring back patients we would have lost. Revenue up 30%.”
Hannah Blake
Clinic Administrator, Summit Chiropractic & Wellness
Salt Lake City, UT
Ready to Transform Your CRM?
Let's discuss how this service can solve your specific challenges. No commitment required.