CRM automation for home services
Cleaning, renovation, sealing, detailing, and other trades that win jobs by answering first.
For home service businesses and clinics
CRM migration services that lose nothing.
Your contacts, history, and existing tools come with you, not left behind in a spreadsheet or a CRM you're trying to leave.
Free · 30 minutes · Written Leak Map in 48 hours · No obligation
- Free auditWritten Leak Map in 48 hours
- Fixed in 14 daysFlow Fix from $1,500
- Under 5 minutesReply time, guaranteed
Works with the tools you already use
The leak and the fix
What this fixes
Our CRM migration services move your contacts, history, and automations to the right system with nothing lost, and our integration work connects it to the tools you already use. Switching systems is usually the reason automation projects get delayed for another year. We handle the move cleanly, with notes and history intact, and wire your CRM into the rest of your business so nothing has to be re-entered by hand.
- Years of customer history live in a CRM you're trying to move away from.
- Data is scattered across spreadsheets, a phone system, and a handful of apps that don't talk to each other.
- The fear of losing data is the reason the switch keeps getting put off.
- History isn't left behind Contacts, notes, and past activity move with you instead of staying trapped in a system you're trying to leave.
- Nothing has to be re-entered by hand Once your tools are connected, data flows between them instead of someone copying it manually between systems.
- The switch stops being the reason automation gets delayed A clean, verified migration removes the biggest excuse for putting off a CRM or automation project another year.
Before and after
What changes when the leaks are fixed
What you get
- Contact, note, and history migration from your existing system
- Integrations with the tools you already use day to day
- Data cleanup during migration (duplicates, dead records)
- A rollback plan before anything goes live
- Historical dataBeforeTrapped in the old systemAfterMigrated and verified
- Data entryBeforeRe-typed across toolsAfterFlows automatically
- The switchBeforeDelayed by fear of data lossAfterMade with a rollback plan
Inside your Flow Fix
How we build it, step by step
These are the build steps inside your 14-day Flow Fix, after your free audit and Lead Leak Map.
Step 1: Audit the source system
What's worth keeping, what's outdated.
Step 2: Plan the migration
Field mapping and a clear cutover plan.
Step 3: Migrate and connect
Data moved, integrations wired up.
Step 4: Verify before cutover
Spot-check records before the old system is retired.
Client results
What changed for our clients
“A new lead used to wait most of the day for a reply. Now every lead hears from us within minutes, and nobody on the team has to remember to do it.”
< 5 minLead response, down from 4 to 24 hoursTrailside Tidy
“Our leads came in from the website, directory listings, and the phone, and we handled each one by hand. Now they all land in one place, every new lead gets an estimate within minutes, and follow-up, confirmations, and review requests run without us.”
< 5 minEstimate sent to every new leadClutch Cleaning
“Our old CRM was a mess we didn't even own. The move was seamless: no downtime, nothing lost, and the system is finally ours.”
0Data lost in migrationWomen in Dentistry
Client 1 of 3
In depth
What's involved in a CRM migration or integration project?
Migrating off a legacy CRM or a pile of spreadsheets is usually delayed for one reason: fear of losing something in the move. A proper CRM migration handles contacts, notes, and history intact, cleans up duplicates and dead records along the way, and verifies the data before the old system is retired, not after.
Integrations are the other half of this. Most businesses run their CRM alongside a handful of other tools, like forms, calendars, payment systems, and ad platforms, and without a connection between them, someone ends up re-entering the same information more than once. Connecting the tools you already use means information flows automatically instead of depending on manual re-entry.
The goal is a switch with a rollback plan, not a leap of faith: data spot-checked before cutover, and the old system kept available as a fallback until the new one is confirmed correct.
Is this the right fit?
- Businesses sitting on years of customer history in a CRM they want to leave
- Teams with data scattered across spreadsheets, a phone system, and disconnected apps
- Anyone who's put off switching systems specifically because of the risk of losing data
- Businesses adding new tools that need to talk to the CRM instead of working in isolation
Sound like your business?Get my free Lead Leak Audit
Keep exploring
More on Integrations & Migrations
FAQ
Common questions
What if we're not sure what to keep?
Part of the audit is flagging what's stale or duplicated so you're not migrating years of clutter along with the useful history.
How much downtime should we expect during the switch?
Little to none for day-to-day use. Data is migrated and verified before cutover, and the old system stays available as a fallback until the new one is confirmed correct.
What if one of our tools doesn't have a direct integration available?
Most common tools connect directly. For anything without a native integration, we look at a workaround, such as a middleware connector, before ruling it out.
Stop losing leads you already paid for
Book a free 30-minute Lead Leak Audit. Your written Leak Map arrives within 48 hours, yours to keep.
We take on 4 new clients a month, so every build gets full attention.