Growth systems
CRM Setup & Migration
A CRM your team trusts: clear pipeline stages, clean records and routing that gives every enquiry an owner.
Interactive demo · illustrative data
See it working.
Click through it yourself. Nothing here is connected to a real account.
What you’ll do · about 30 seconds
- Move the old records across.
- Merge the duplicates.
- Move a deal all the way to Won.
What this could be worth · example maths
5 deals a month that used to go cold in an inbox, now followed up. At £2,500 each: ≈ £150,000 a year
The problem
Why businesses come to us.
Pipelines drift into colourful lists nobody believes. Duplicates, missing owners and stages that do not match real decisions make forecasting guesswork.
What’s included
- Pipeline stages mapped to real customer decisions
- Lead routing and ownership rules
- Migration from spreadsheets or your current tool
- Deduplication and data clean-up
- Views and permissions for each role
What changes
What it means for your team.
01
Every opportunity has an owner and a next step
02
One source of truth for your customer data
03
Reporting you can make decisions from
Works well with
Connect it to the rest of the system.
Before we start
Who this is for.
We would rather tell you now than halfway through a build.
A good fit
- Teams whose leads live across spreadsheets, inboxes and an old CRM
- Owners who want to see every deal and who owns it
Not the right fit
- One-person businesses with a handful of customers
- Teams not willing to use the CRM once it is set up
Questions
What businesses ask us about crm setup & migration.
Not covered here? Book a call and ask us.
How do you move a business to a new CRM without losing data?
We map every field in the old system to its place in the new one, clean and deduplicate the records, run a test import, and check it with your team before the real move. The old system stays available until the new one has been checked against it.
Which CRM should we use?
It depends on how your team sells and what the CRM has to connect to. We recommend once we have seen how you work, not from a partner list. Sometimes the right answer is to keep the CRM you have and fix the pipeline stages, ownership rules and data inside it.
Why does our team not trust the CRM?
Usually because the stages do not match real customer decisions, records are duplicated, and nobody owns each lead. We rebuild the pipeline around the decisions your customers make, give every enquiry an owner, and clean the data so reports can be relied on.
Who owns the CRM and the data?
You do. Everything is built in your own accounts, and you own the code and the data. Hosting and software costs are paid directly to the providers, and ongoing support from us is optional.
Guides
Before you build crm setup & migration.
CRM migration without losing data
The checklist, the data that usually goes missing and how to prove nothing was lost.
Read the guideGUIDEThe 9 numbers every service business dashboard needs
From enquiries to cash collected, with where each number comes from.
Read the guideGUIDE5 spreadsheets that should be software
And five that are fine as they are, with the warning signs that tell them apart.
Read the guidePRICINGWhat does a CRM migration cost?
Records, automations, history and overlap: what each adds to the price.
Read the guideCOMPARISONGoHighLevel alternative: a system you own
When to stay, when to move, and how to move off safely.
Read the guideINDUSTRY GUIDECRM for aesthetic clinics
What a booking system misses, and when the one you have is enough.
Read the guideINDUSTRY GUIDECRM consultant in Manchester
Setup, clean-up and migration so every enquiry has an owner and a next step.
Read the guideINDUSTRY GUIDESoftware for solar and energy installation companies
Enquiry to survey to install, and calls answered while the team is on site.
Read the guideCOMPARISONSoftware agency or in-house developer?
A fair comparison, including when hiring in-house is the right answer.
Read the guideINDUSTRY GUIDECRM for real estate wholesalers
For US wholesalers: seller leads, offers, contracts and dispo in one record.
Read the guideReady to talk about crm setup & migration?
Book a free call. Tell us where you are and what is getting in the way, and we will scope it before anything is built.