Migration · Done by us
Bring your contacts with you.
Nothing gets lost.
Contacts, conversations, deal stages, automations. We move them out of whatever you use today. You hand us a CSV or read-only access, and we do the rest.
How it works
Three steps, and we do all of them.
- 01
You hand us your data
CSV export from your current CRM, or read-only API access if you prefer. Whichever is easier. We tell you the exact steps for HubSpot, Pipedrive, GHL, Monday, Zoho, or any other CRM.
- 02
We dedupe, clean, and AI-qualify
Duplicate contacts merged. Old leads marked dormant. Existing deal stages mapped to our pipeline (new, qualified, contacted, appointment, proposal, won, lost). Every contact gets an AI score and a recommended next action.
- 03
We rebuild your automations
Your existing follow-up sequences, review-request flows, missed-call recovery, and integrations get rewired in :Impact. Same outcomes, simpler dashboard. We test each one with a dummy lead before going live.
What carries over
Everything that matters.
Nothing that doesn't.
Carries over
- Contacts (with custom fields)
- Deal stages and pipeline state
- Conversation history (where the API allows)
- Call recordings and notes
- Email threads (last 6 months)
- Active automation rules (recreated)
- Custom tags and segments
- Calendar bookings (Cal.com / Google Calendar)
Left behind
- ·Custom dashboards you barely opened
- ·Per-seat licensing complexity
- ·Five-tier upgrade ladders
- ·Setup fees you already paid
- ·Email-only inbox limitations
- ·Workflow builders you never finished
Part of setup
The move happens while we set your ads and channels up, so it is not a separate project or a separate bill.
No data loss
We keep your old CRM read-only for 30 days as a fallback. Roll back any time in the first month.
You keep the old one
Keep your current system running until you are happy with what landed. We will tell you when we think you can switch it off.
Ready to switch?
Hand us a CSV or read-only access and we will take it from there.