Overview
We typically support the following scope:- Current state assessment (data, pipeline, and workflows)
- Migration planning and timeline design
- Data cleanup and migration execution
- Access, stages, and reporting setup
- Adoption support and team enablement
Why we’re different
- Proprietary migration system that reduces rework and migration risks
- Modern ERP software that connects CRM outcomes with orders, inventory, and billing
- Dedicated teams that lead discovery, migration, and post-launch adoption
Supported software examples
- HubSpot
- Salesforce
- Pipedrive
- And many more CRM and related tools
Service flow
- Contact us
- Initial free consultation (understand your current state and goals)
- Quotes (scope and approach)
- Contracts
- Kickoff (team alignment and timeline confirmation)