CRM Migration

If you're switching from one CRM system to another, but don't know where to start or don't have the time to do it, a tech VA is the answer you need.

Highly skilled in CRM automation, management, set-up and maintenance, a tech VA can migrate your CRM from one system to another, or set up your system from scratch, ensuring fields are accurately mapped, and no contacts are lost.

What's Included?

Field mapping before transfer including creation of bespoke fields/groups
Complete migration of contacts from one CRM to another
Additional migration of files
Up to 3 workflows/automations re-built or more if time allows
First time setup with import from spreadsheet database
Work started within 24/48 hours of payment

How much does it cost?

Our comprehensive CRM migration (or initial first-time set-up) means that you can keep running your business, whilst an experienced tech VA takes care of setting up or migrating your CRM system, ensuring all fields are mapped, and no contacts are lost. We will transfer over any additional files that need to be moved and will re-build up to 3 workflows/automations or more if time allows (up to 4 hours total time). If we run out of time and more workflows/automation set ups are required, simply top up your account with more time. Whilst our CRM migration does not include course/membership set-up, this can be purchased separately.