Moving off a system you have used for years
Years of contacts, notes and history are the hard part of any migration, and the part most likely to be quietly dropped.
Guided setup, data import and team training — done with you, once, at the start.
The first two weeks decide whether a CRM gets used. This is a one-time, hands-on setup: we import your existing contacts and conversation history, build your pipeline stages, connect your channels, configure roles and routing, and train the people who will actually be in it every day.
It is charged once, not monthly, because it is a piece of work rather than a service you keep consuming. What you are buying is the difference between a system that is configured and one that is merely available.
Optional by design — plenty of teams set themselves up perfectly well. It exists for the ones who would rather not spend their own two weeks on it.
Years of contacts, notes and history are the hard part of any migration, and the part most likely to be quietly dropped.
If setup would otherwise fall to whoever has time, it usually falls to nobody. This puts a date on it.
Training matters more than configuration here. Habits set in the first week are the ones that stick.
A campaign or season with a fixed start date does not leave room for learning the system as you go.
Data import, pipeline and stage setup, channel connections, roles and routing, and live training for your team.
It depends on how much data is moving and how many channels are involved — your account contact will give you a schedule before anything starts.
No. It is entirely optional, and most businesses on the smaller plans set themselves up without it.
Switch it on from your billing page — it takes effect immediately and comes off the same way.
