The big fear in leaving a CRM is losing your customers, your job history, and your documents, or having to move all of it yourself. You do not. We do the moving, as part of onboarding for new customers.
Whether you run a contracting company, manage properties, or run any other kind of service business, if you are on a CRM today and you want to move to ours, we handle the move. That holds no matter which system you are leaving or how much has piled up in it.
Your customer list, the jobs you have run, and the paperwork that goes with them come across with you.
Your properties, the owners behind them, and the work history on each one come across with you.
If your work runs on customers, jobs, and documents, it moves the same way. Tell us what you are on today.
Nothing in here needs a technical person on your side. You ask for your data, you hand it over, and we load it.
Every system lets you ask for an export of your own customers, jobs, and documents. It is your business in there, so you can ask for it. If you are not sure who to ask or what to ask for, tell us and we will tell you what to say.
Whatever format it comes back in, send it over. You do not have to clean it up, rename anything, or fit it into a template first. If it comes back as several files, send all of them.
Your customers, your job files, and your documents go into your account, organized and ready on day one. You log into a system that already knows the work you have done.
Asking your current system for an export does not take anything out of it. What you send us is a copy, so you keep working where you are while we load it.
Years of work sit inside the system you are on now. The whole point of the move is that you are not starting over on an empty screen.
The people you have worked for, how to reach them, and the record of what was said and when. Nobody rebuilds a customer list from memory.
The work you have done, address by address, so when a customer calls back next year the history is already in front of you.
The paperwork and the pictures that belong to a job stay attached to that job, where your office can find them.
We talk about this at the level of your customers, your jobs, and your documents, because that is the level it matters at. Once we have your export in front of us we will tell you what is in it before anything gets loaded.
The one thing we need from you
A CRM will hand your data to you, because you are the account holder. It will not hand it to us, and it should not. So that first step is yours: ask your current system for an export of your customers, jobs, and documents.
We never need a login to your old system, only the export it hands you. If something in the export does not make sense, we come back to you with a question, not with a task list.
Tell us what you are on today and what you want moved. We handle the migration as part of onboarding for new customers.
