Done-for-you White-Glove Onboarding
Don't spend your weekend wrestling with messy CSVs, field mapping errors and broken tags. We hand you a clean, fully populated CRM that's ready to generate revenue from day one.
What you send us
What you get back
Duplicates merged. Phone numbers formatted. Every contact in the right pipeline stage.
Everything it takes to go from a pile of exports to a working CRM, handled by our team.
We merge duplicates, fix capitalisation, format phone numbers and tidy up messy tags for up to 5,000 contacts.
Up to 2 pipelines with up to 7 stages each, such as Sales and Discovery plus Onboarding and Delivery. Lead sources, deal values and win/loss criteria set up to match how you sell.
We test a batch first and check every field maps correctly before anything goes live.
A 45-minute recorded screen-share, built around your workflows, so your team can rewatch it any time.
Direct email access to the founder for adjustments, tweaks and questions while you settle in.
"No need to organise your files before sending them over. Just hand us your messy spreadsheets or legacy CRM export, and we'll do the heavy lifting."
Elie Casimir, Founder
Spreadsheets, CSVs or an export from your old CRM, plus a quick list of your sales stages. Your 5-business-day clock starts once your files arrive.
Data scrubbed, pipelines configured, a test batch checked before the full import.
A walkthrough of your new setup, then 14 days of direct support.
Ready 5 business days after we receive your files.
One-time fee. No ongoing charges.
Covers up to 5,000 contacts. Larger lists are $150 per extra 2,500. Doesn't include custom API work, raw database extractions or outbound campaign management.
Questions first? Tell us about your business and we'll reply within one business day.
As soon as we've received your files and checked them. We'll email you to confirm the start date and your delivery date.
Your contact spreadsheets or an export from your old CRM (.csv, .xlsx or .tsv), plus a short list of the stages a lead goes through in your business. You can also add us as a user on your old system and we'll export the data ourselves.
No. Send them as they are. Cleaning them is the job.
Extra contacts are $150 per 2,500. We'll quote you before any work starts.
Custom API or webhook development, extracting data from raw SQL dumps or locked databases, scanning paper records, and running outbound or cold email campaigns.