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Avanturin
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Taking on now

CRM migration and modernization

Moving to a new system without losing your history.

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What it is

Transfer of clients, deals and files, removal of duplicates, a test run and team training.

Typical problem

The current CRM falls short, but you are afraid of losing the accumulated data.

What you get

  • Data map
  • Test transfer
  • Launch and reconciliation

Who it is for

  • Small businesses
  • Medium-sized businesses
  • Large companies

Rough guideline

$1,500–$8,000

All prices here are approximate planning guides, not an offer. The final cost is set after the project is assessed and fixed in the contract.

Related services

Custom CRMA client management system that follows your real process.Duplicate detectionWe find records about the same thing, even if they are written differently.CRM integrationsThe CRM receives requests, calls and payments automatically.ERP modulesIndividual parts of accounting and planning, tailored to your company.HRM systemsEmployees, leave, documents and onboarding in one place.Order managementAll orders and their statuses in one system.

Related solutions

Custom CRMYour own client management system.Data ConsolidationData migration, cleaning and merging.

Questions

Which makes more sense: an off-the-shelf CRM or your own?

If the process is standard, an off-the-shelf one with setup usually makes more sense. Your own is justified for special processes or a large number of paid seats. We will compare both options for your case.

Can it be rolled out in parts?

Yes, and we recommend it: first the module with the greatest effect, then the next ones.

Will you transfer data from the old system?

Yes, a verified transfer is part of the work plan.

Tell us what needs to be built

We will tell you whether it can be done, how and roughly for how much. No obligation.

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