CRM & Data Migration
Move off the spreadsheets. For real this time.
Five spreadsheets, two email accounts, and a contacts list someone exported three years ago. We clean it up, deduplicate it, and migrate it into a system your team can actually maintain.
The problem
Customer data that no one trusts
The data exists. It's just spread across too many places to be useful. Duplicate contacts, stale records, information that only lives in someone's email. Your team doesn't trust the data, so they work around it instead of with it.
What we do
Clean data, proper systems, teams that actually use them
We handle the hard part: extracting, cleaning, deduplicating, and migrating your data into a system that works. Then we make sure your team can maintain it without needing us.
Typical use cases
Where this applies
Spreadsheet-to-CRM migration
Customer data living in Google Sheets, Excel, and email. We clean it, deduplicate it, and set up a CRM your team can maintain. Proper fields, views, and workflows included.
Legacy system export
Old system being retired, data needs extracting. We pull it out, structure it, and migrate what matters into your new platform.
Multi-platform sync
Customer data in your CRM, accounting in Xero, jobs in a project tool. We set up reliable sync so changes in one place show up in the others.
Data quality cleanup
Thousands of contacts, hundreds of duplicates, no one trusts the numbers. We clean it up, set rules to keep it clean, and give you data you can actually report on.
What goes wrong
Why CRM projects usually fail, and how we avoid it
Data quality problems
- Duplicate contacts no one has time to clean up
- Stale records that make the whole database untrusted
- Bad field structure that makes reporting useless
- Orphaned notes and context trapped in email threads
Adoption problems
- Migration done but nobody actually uses the CRM
- Team reverts to spreadsheets within weeks
- System doesn't match how the team actually works
- No training, no documentation, no ownership
In practice
What a CRM migration looks like
A typical project starts with a data audit: we look at what you have, where it lives, and what state it's in. Then we clean, migrate, and set up the target system. Your team gets a working CRM with real data on day one.
Getting started
How projects usually start
We start with a data audit: what you have, where it is, and what needs cleaning. Then we scope the migration. Which data moves, how it maps to the new system, what needs deduplication. Most migrations take 2 to 5 weeks depending on volume.
Discovery call
Scope & quote
Build & deliver
Typical first engagement
- Data audit first, then scoped migration
- 2 to 5 weeks depending on volume
- Cleaning and deduplication included
- Team trained on the new system
- Handover with documentation
Common tools we work with
FAQ
Common questions
Ready to get off the spreadsheets?
Tell us what you're working with: how many contacts, what systems, how messy. We'll tell you what a clean migration actually involves.
Discuss your data