SERVICE 03 · FOR MARKETING AGENCIES
CRM migrations
Move to a new CRM without losing contacts, history or pipelines.
STACKAPIs · Data mapping · n8n
TYPICAL BUILD[X] weeks
HANDOVERDocs, Loom walkthrough, run logs
How it works
Moving your agency, or a client, to a new CRM without losing contacts, conversations, history or pipelines. Every field, tag, pipeline and automation is mapped before anything moves, then migrated in test runs on real data that you can check before the final cut-over.
The workflows that matter are rebuilt in the new platform, so on switch-over day your team logs in to one system that already works. Migrate the whole agency at once, or one client sub-account at a time.
Sounds familiar?
- 01Your current CRM no longer fits how your agency sells and delivers.
- 02Client data is split between an old CRM and spreadsheets.
- 03A past migration lost history or broke automations.
- 04The switch keeps getting postponed because it feels risky.
Other services
Speed-to-lead routingEvery lead from every client campaign captured, tagged and in front of the right person within minutes.n8n · Meta · GHLClient onboarding automationContract signed to fully set-up client: folders, CRM sub-account, tasks and welcome email, with approvals where a human should decide.n8n · ClickUp · GmailAI chat & voice agentsAgents that answer, qualify and book leads for your clients, trained on each client’s own material.LLMs · RAG · GHLAutomated client reportingMonthly client reports that build themselves from ad, call and CRM data.APIs · Sheets · LookerAd account monitoringEvery client ad account watched around the clock, with overspend, broken tracking and lead drops flagged before the client notices.Meta · Google Ads · SlackDatabase reactivationYour clients’ old leads and past customers turned into booked appointments with personalised SMS, email and AI follow-up.GHL · LLMs · SMS
Find your biggest bottleneck in 30 minutes.
Not the right fit? You still leave with the problem mapped and a plan you can run yourself.
