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    CRM Migration & Consolidation
    Financial Services Firm

    CRM Migration & Consolidation

    Seamless migration of 50,000+ contacts from three disjointed legacy systems into a single, unified CRM.

    The Challenge

    Data was siloed across multiple platforms, leading to duplicate outreach and a disorganized sales pipeline.

    The Solution

    We mapped out a comprehensive data architecture, cleaned the existing lists, and migrated all operations into a unified CRM with automated pipeline stages.

    Key Results

    • Consolidated 3 platforms into 1
    • Cleaned and recovered 5,000+ lost leads
    • Reduced software costs by $1,200/month

    Ready to stop
    losing customers?

    Book a 30-minute call. We'll look at what's broken, tell you exactly how we'd fix it, and you decide whether we're the right team to do it. No pressure. No 47-slide pitch deck.

    We look at your actual CRM You get your lead-source breakdown on the call No pressure, no 47-slide deck
    Book a Call
    Robot