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A CRM built around how you actually sell.
Pipelines, properties and permissions mapped to your real sales process, not the default setup.
Six services. One revenue system.
Services
A CRM built around how you actually sell.
Pipelines, properties and permissions mapped to your real sales process, not the default setup.
Six services. One revenue system.
Services
CRM migration
Most migrations copy everything across exactly as it was — the duplicates, the dead fields, the deals owned by someone who left in 2021. New software, same leak. We clean it on the way in, so day one starts with a CRM people can believe.
migration / rehearsal run 3
Three sources, one destination
Old CRM
11,940
Shared sheets
4,812
Inbox contacts
1,668
→
New CRM
Every record accounted for. Nothing arrives without an owner.
2,310
duplicates merged
81
fields retired
436
orphans given owners
Merged: 3 × Halden Group
Owner set: 212 leaver records
Dropped: Fax, Pager, Lead_Old
Proof, not theatre
A legacy CRM, two shared spreadsheets and an inbox full of contacts moved into one HubSpot account — deduplicated, every record owned, and rehearsed twice before the team ever logged in.
Read the work →Before → after
Four places to find a customer
One record per customer
Fixed
2,000+ duplicate contacts
Merged before import
Fixed
Deals owned by people who left
Every record owned
Fixed
History in someone's inbox
History on the timeline
Live
A week of downtime
Cutover, start to finish
1 day
One trades business, four sources into HubSpot. Cutover measured from export freeze to the team working live.
Sixty seconds, no diagnostic needed
0
of 6
Tap any that sound like your current setup.
Start the diagnosticWhat a straight copy carries over
01
Halden Group — ×3
Halden Grp · Halden Group Ltd
Duplicate
02
Lead_Old_v2
Required field, empty on 94% of records
No owner
03
Ferro & Sons — £4k
Quote emails left in an inbox
Missing
04
Whitfield Co — £9k
One record, one owner, full history
Clean
None of these are new problems. A copy-paste migration just gives them a nicer interface.
Why moves go wrong
83%
of data migration projects fail outright or run over budget and schedule.
0
records we move without a mapped destination, a named owner and a check on the other side.
Overruns rarely come from the platform. They come from finding out, mid-move, that nobody knew what half the fields meant. The diagnostic finds that out first.
How we move it
Mapped, merged, or dropped — on purpose, written down, and signed off before anything moves.
Field map
Old system
New CRM
Decision
Lead Status
lead_status_2
Status (old)
→
Lifecycle stage
Merged
Company Name
Account
→
Company
Mapped
Owner (text)
→
Record owner
Mapped
Quote_value_FINAL
→
Deal amount
Mapped
Notes_misc
→
Activity timeline
Mapped
Fax
Pager
→
Not moving
Dropped
01
Every system, sheet and inbox that holds customer data — counted, sampled, and named before anything is touched.
02
Each old field gets a decision: mapped, merged, or retired. Written down and signed off by you.
03
Duplicates merged, formats fixed, leaver records reassigned — before import, not after.
04
We migrate into a sandbox first and check totals against the old system until they match.
05
A planned freeze, a short move, and the team working in the new CRM the next morning.
06
Record counts, deal totals and owners verified after go-live — and the old system kept read-only until you're sure.
Pricing
A single clean move
from
$6,000
Old CRM
New CRM
One system out, one system in, nothing lost.
Field and stage map, signed off
Duplicates merged and owners set
Rehearsal run and post-move checks
Volume and many sources
Quoted
after the diagnostic
Sheets
Old CRM
Inbox
New CRM
Several sources, years of history, one place to land.
Multiple sources reconciled into one record
Big record counts and long history
Phased cutover planned around your team
The diagnostic counts the sources, the records and the history before we quote — one price for one finished move, not a running clock.
Platforms
HS
HubSpot
SF
Salesforce
PD
Pipedrive
ZO
Zoho
Into any of these, out of almost anything — including the spreadsheet.
Fixed scope. From $6,000.