Migrating Your Existing Data

We understand. Managing your data isn't top of your priorities. Right now you've got records in all sorts of files and formats. We can help.

Tidying Up

We can take data in whatever form you have it - spreadsheets, email accounts, existing databases, hard copies... anything you can throw at us. We'll tidy it up, check if for errors, remove your duplicates and get it ready for uploading to your CRM system.

Data Upload and Linking

Once your data is prepared, we'll send it back to you to give you the chance to make updates before we upload it to your new CRM system. When you're ready, we'll upload your data so that everything is where your team needs it when you start using your CRM.