Between CRMs
Pipedrive, GoHighLevel and HubSpot, in any direction. Contacts, companies, deals, pipelines, notes and activity history mapped across, with your sales process rebuilt in the new system's stages, not copied blindly.
counted out, counted in
A CRM migration service that counts every record
I move businesses between CRMs and out of spreadsheets, into Pipedrive, GoHighLevel or HubSpot, without losing a single contact, deal or note. Record counts verified before the old system goes dark. You work with me directly, start to finish.
who it's for
This is for you if
- Your CRM renewal just landed and the price no longer matches what your team actually uses.
- Your pipeline lives in a spreadsheet with three tabs and one person who understands it.
- You tried to export your CRM once, opened the CSV, and quietly closed it again.
- You want GoHighLevel for the marketing tools but dread moving years of contacts and deals.
- You bought HubSpot, set it up in a weekend, and nobody trusts the data since.
common moves
Common moves I handle
Any direction, no agenda. I set up and rescue HubSpot too, so the advice is never biased toward switching.
Spreadsheet to first CRM
For teams whose pipeline lives in Excel or Google Sheets. I clean the data, dedupe it, split it into contacts, organisations and deals, and load it into a CRM built around how you sell.
Migration into GoHighLevel
For marketing-led businesses consolidating CRM, email, SMS and booking into one platform. I move your records in and wire up the pipelines and automations so it earns its keep from week one.
HubSpot setup & rescue
I'm a HubSpot expert too: I set teams up on it from scratch and rebuild accounts that were thrown together in a weekend. If HubSpot is the right tool for how you sell, I'll implement it properly and say so.
the checklist
What moves, verified
Every migration runs to a written checklist, and nothing is switched off until the numbers match.
The full inventory
Contacts, organisations, deals, pipelines, notes, activities, emails, files and custom fields. Each one is a line on the checklist with a count next to it. If it exists in the old system, it's accounted for.
Record counts, both ends
I count records in the old system before the move and in the new one after. If 4,213 contacts leave, 4,213 arrive. You sign off both numbers before the old system is retired.
Field mapping you approve
Every custom field gets a documented destination before a single record moves. Dropdown values, owners, deal stages and date formats included. No Notes2_FINAL columns dumped into a miscellaneous field.
Parallel run, then cutover
Both systems run side by side while your team keeps selling. When the new CRM has held up for real work, we pick a cutover date. Zero downtime, no frozen pipeline.
how it works
How the migration runs
Scoped once, priced fixed, run to the checklist.
Scope
A call plus read-only access to your current system. I inventory every object, count the records, and quote a fixed price. No surprises mid-move.
Map
Every field, pipeline and stage gets a written destination. You review the mapping document and sign it off before anything moves.
Move
Data goes across in batches, starting with a test sample you check yourself. Then the full load, with counts verified at both ends.
Cutover
Both systems run in parallel until the new one has proven itself. We pick a date, switch over, and I train your team in the new CRM.
how we work together
Built for you, or built with you.
Done for you
I scope it, build it, test it and hand it over documented. You get a working system, not a to-do list.
Book a scoping callDone with you
Pairing sessions where I build while you and your team learn. You end up self-sufficient, not dependent on me.
Book a first sessionquestions
Questions I get on every scoping call
Two to six weeks for most small business moves, measured from scoping call to cutover. A clean Pipedrive move with standard objects sits at the short end. Years of HubSpot history with custom objects, files and email threads sits at the long end. The parallel run adds calendar time but not disruption: your team keeps working in the old system until the new one is ready.
No, and you don't have to take that on trust. I count every record type in the old system before anything moves: contacts, organisations, deals, notes, activities, emails, files and custom fields. After the move I count again in the new system. You see both sets of numbers and sign them off. Until they match, the old CRM stays live and nothing gets decommissioned.
Yes, in either direction. Contacts, companies, deals and pipelines map across directly. Notes, call logs, emails and meeting history come too, attached to the right records. Custom properties are mapped to matching fields in the destination, and files are re-uploaded against their deals and contacts. Anything that can't move automatically, like workflow logic, gets rebuilt in the new system rather than quietly dropped.
It depends on how many records you hold, how many object types are in play, and which integrations need re-pointing at the new system. I quote one fixed price after a scoping call where I've seen your actual data, and we agree exactly what's included before anything begins. No day rates, no surprises mid-move. Book a call and I'll tell you what yours needs.
No. The old and new systems run in parallel while the move happens, so your pipeline never freezes. Your team keeps working in the old CRM as normal, I move and verify the data behind the scenes, and we only cut over once the new system has handled real work. The switch itself happens between one working day and the next.
Honestly, it depends how you sell. A sales team working deals through a pipeline usually lands on Pipedrive. A marketing-led business that wants CRM, email, SMS and booking under one roof usually lands on GoHighLevel. A team that needs marketing, sales and service reporting on one platform usually lands on HubSpot, and I set that up too. And if you're already on HubSpot and the problem is the setup rather than the tool, staying and fixing it can beat moving. I'll give you a straight answer on the scoping call, including when that answer is 'stay put'.
Training first. I run your team through the new system on live screenshare sessions until deals are being worked in it, not just stored in it. The setup is documented so you're not dependent on my memory. If we go on to automation work, my guarantee applies: we agree one number, and if it hasn't moved in 90 days, you don't pay me again until it does. And throughout, you deal with me, not an account manager.
book
Not sure which one you are? That's fine.
Book a call and we'll figure it out together. Thirty minutes, no slides, no hard sell.
Book a callIf the calendar is full and you still want a call today, email keelan@kflows.co.uk.