Do we need a new CRM or just a cleanup?

Do we need a new CRM or just a cleanup?

Usually a cleanup. If the problem is an undefined process, moving platforms rebuilds the same problem somewhere else.

CRM and Revenue Systems
CRM a mess? We rebuild it in 30 days.

Usually a cleanup, and it is worth checking before you commit to a move.

Ask three questions. Is the platform missing something you actually need, or are you just not using what you have? Is the bill genuinely out of proportion to the value? And does your team avoid the system because of the tool, or because nobody defined the process it runs?

If the answer to the last one is the process, a migration will not help. You will rebuild the same problem somewhere else and lose weeks doing it.

A rebuild inside your existing platform is often faster and cheaper than a move. We will tell you which one you need on the first call, including when the answer is that you do not need us.

Build a CRM your team will actually use.

The CRM Growth Sprint rebuilds or migrates your CRM in 30 days. We design the revenue system first, then build the platform to run it. Starts at $7,500.

Explore the CRM Sprint

Related FAQs

Can you work in our existing CRM instead of moving us?

Yes, and often it is the better answer. If your current platform can run the system, rebuilding inside it beats moving.
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Can you work in our existing CRM instead of moving us?

How do we choose our first real CRM?

Define the system first: your stages, owners, key numbers, and what changes for your team. Then pick the platform.
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How do we choose our first real CRM?

How do we stop automations breaking when someone leaves?

Build automations around functions rather than individuals, so nothing is tied to an account that can disappear.
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How do we stop automations breaking when someone leaves?

What breaks when you migrate a CRM?

Automations, workflows and platform reporting all get rebuilt. Deal ownership is where migrations quietly lose data.
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What breaks when you migrate a CRM?

Will switching CRMs save us money?

Often yes, sometimes substantially. But if you keep the same broken process, you have just paid less for the same problem.
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Will switching CRMs save us money?

What does a CRM migration cost?

It depends on contact volume, deals, pipelines, automations and how many systems hold your data. Ours starts at $7,500.
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What does a CRM migration cost?

Why doesn't our team use the CRM we pay for?

Because it asks for input and gives nothing back. That is a design problem, not a training or discipline problem.
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Why doesn't our team use the CRM we pay for?

GoHighLevel vs HubSpot: which one should we use?

HubSpot is deeper and pricier. GoHighLevel is cheaper and simpler. If your process is undefined, both fail the same way.
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GoHighLevel vs HubSpot: which one should we use?

How long does a CRM migration take?

Thirty days is realistic if scope is fixed first. Deciding your stages and owners takes longer than moving the data.
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How long does a CRM migration take?

Does email history transfer when you switch CRMs?

No. Email history exports to a searchable archive, but it does not import into a new CRM as threaded history.
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Does email history transfer when you switch CRMs?

Can we migrate off HubSpot without losing our data?

Most of it moves. Contacts, companies and custom fields transfer reliably. Deals and owners need mapping. Email history does not transfer.
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Can we migrate off HubSpot without losing our data?