Move to a New CRM Without Losing Anything
We move your business from one CRM to another — all contacts, deals, notes and history — and rebuild your automations and connections so your team picks up where they left off.
- One-time job one payment, yours to keep
- Inspected before it goes live
- One-time no renewal
- 3–6 days build time, once your material is in
What you get
- Records, activities, notes and files moved with owners and dates
- Custom fields and deal stages recreated and mapped
- Automations, rules and email sequences rebuilt
- Integrations re-pointed to the new CRM
- Reconciliation of record counts and open-deal values
- Change sync during switch-over week
- AI help assistant for staff learning the new CRM
How your order runs, after you choose a plan
Questionnaire
You answer a short questionnaire about your business, your goals and your style.
Five sample concepts
We prepare five sample directions built from your answers — designs, personalities, layouts or setups, depending on the service.
You choose or mix
Pick one, or mix them — for example the colours of one with the layout of another.
Upload your material
Send your logo, photos, prices and texts. We use only what you give us.
We build it
Our specialist AI team builds the complete service from your choice and your material.
Quality inspector
An automated inspector checks the work. Anything that fails is rebuilt before you see it.
Live
A website goes live on your own domain; everything else arrives in your dashboard.
The five samples usually arrive within minutes. Each service's build time is counted from the day your questionnaire and material are complete.
How it works
What it does for you, every day, once it is live.
- 1Syncs new changes during switch-over week so nothing is lost
- 2Checks record counts and open-deal values match daily
- 3Answers staff questions about where things are in the new CRM
- 4Flags automations that behave differently after the move
Connects to
Connected to the tools you already use.
How we deliver it
Choose your plan
One payment for the whole job, delivered once. Need more later? Add extra units any time.
One-time job
One-time- The whole job, delivered once and yours to keep.
- Included in the job — Rows processed: up to 10,000More when you need it: $15 for 2,000 extra ($0.007 each)
- Built on your business — your data, rules and tools — by our specialist AI team, not a generic template.
- Every delivery passes our quality checks before you see it: tested, working and documented.
- On a monthly plan, the AI usage is included up to your allowance, so your bill is predictable. Beyond it you pay only the rate shown, or move up a size.
- On every plan: we keep it live and running, improve it each month from its own results, and your monthly care rounds cover changes, fixes and help.
Included in the price
- The service built for your business and running (or delivered)
- Your workflows running on our machines
- Changes after delivery: rounds of care included
Extras
Tick what you want on top; the total updates as you go.
What we need from you
We use only what you give us — we never invent your details.
- Which CRMs are you moving from and to?
- How many contacts, deals and files?
- Which automations matter most?
- Which tools connect to your CRM?
- When is a quiet week to switch?
Your data stays yours.
The promise, in plain words — and each part is built into how we work, not just written here.
Encrypted, per customer
Everything you send us is encrypted with keys that belong to your account alone.
Used only for your service
Your files and answers are used to build your service — never for another customer's work.
No outside AI without approval
Data you mark confidential is not sent to any outside AI service we have not approved. By default it is handled only by our own tools.
Delete everything, any time
From your account you can delete everything you sent us and everything built from it. Your keys are destroyed, so even backups become unreadable, and you get a deletion receipt. Only the invoice records that accounting law requires are kept.
Add-ons & upgrades
Start with the build, then add what you need — anytime.
Built for your sector
Ready to see it built on your business?
Order the one-time job — we build it on your business, deliver it once, and it is yours to keep.