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CRM Setup & Migration

A CRM your team actually keeps updated.

Most CRM problems are setup problems: pipelines that do not match how you sell, fields nobody fills in, automations that fire twice. We configure the platform around your process and move your data across cleanly.

From $1,499

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In short

CRM setup and migration is configuring a ready-made CRM such as HubSpot, Zoho CRM or GoHighLevel around your sales process, then moving your existing contacts, deals and history into it without losing data. FIMM handles the developer side: custom fields and objects, pipelines, automations, API integrations with your other systems, and clean data imports. If none of these platforms fits your business, we can build a custom CRM instead.

HubSpot Zoho CRM GoHighLevel CRM migration Data cleanup Integrations
What we build

What we build.

A

Platform setup

Pipelines, deal stages, properties, user roles and views configured around how your team really sells and serves customers.

B

Custom fields and objects

Data structures that fit your business, from properties and service records to custom objects and modules, so every piece of information has a proper home.

C

Data migration

Contacts, companies, deals, notes and history moved from spreadsheets or another CRM, deduplicated and mapped, with a trial import before the real one.

D

Automations and sequences

Lead routing, follow-up tasks, email sequences and internal alerts, named clearly so your team knows what runs and why.

E

Integrations

Your CRM connected to your website, forms, accounting, calendars, phone and store through native apps where they work well and custom API code where they do not.

F

Reports and dashboards

Pipeline, lead source and activity reports that answer the questions your managers actually ask each week.

G

Team training

Short, role-based walkthroughs and written guides, so adoption does not depend on the one person who set it up.

How it ships

How a CRM project runs.

We agree on your pipeline and data structure first, test the migration on a copy, then switch your team over with training.

01

Audit

We review your sales process, current tools and data quality, and list what must move and what can be left behind.

02

Configure

Pipelines, fields, roles and automations set up in the platform and reviewed with your team before any data goes in.

03

Migrate

Data cleaned, mapped and imported in a trial run, checked with you, then imported for real with a rollback plan.

04

Adopt

Training, written guides and a support window after go-live, while we fix the small things real use reveals.

Frequently asked

Common questions.

Should we choose HubSpot, Zoho CRM or GoHighLevel?
It depends on how you sell. HubSpot is strong for inbound marketing and ease of use, Zoho CRM is flexible and economical to customize, and GoHighLevel bundles CRM, funnels, calendars and text messaging for local and agency-style businesses. We recommend based on your process, team and budget.
Can you migrate our data from another CRM or from spreadsheets?
Yes. We export from your current tool, clean duplicates and broken records, map fields to the new structure and run a trial import you review. Notes, activity history and attachments move where the platforms allow it, and we tell you early about anything that cannot transfer.
Can you integrate the CRM with our other software?
Yes. We use native integrations where they are reliable and write custom API connections where they are not, for example to accounting, booking, phone or in-house systems. Each custom integration has logging, so problems are visible instead of silent.
Do you fix CRMs that someone else set up?
Often. Common problems are duplicate contacts, unused fields, broken automations and pipelines nobody trusts. We audit the account, keep what works, remove the clutter and rebuild the parts that create bad data.
What if none of these platforms fits our business?
Then a custom CRM may be the better route. We build CRMs on Laravel shaped around your exact workflow, with no per-seat fees from us. See the Custom CRM option on our Growth packages page, and we will tell you honestly which route suits you.
How is this different from your Workflow Automation service?
This service sets up or migrates the CRM itself: pipelines, fields, clean data and the automations built into the platform. Workflow Automation connects the apps you already use with automations in tools such as n8n, Make or Zapier. If your HubSpot, Zoho or GoHighLevel account needs building or moving, start here.
What does CRM setup cost?
CRM setup and migration starts from $1,499 as a one-time fee. You subscribe to the platform in your own name and pay the vendor directly, so the account and data stay yours. Some platforms, such as HubSpot, may also charge their own onboarding fees, paid to the vendor.
Will our emails and text messages still send after the move?
We set up domain authentication for email (SPF, DKIM and DMARC) so messages from the CRM reach inboxes. For text messaging in GoHighLevel or similar tools, we help you complete the carrier registration that US business numbers require before campaigns go out.
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Let's build
something.

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