Bad CRM data
doesn't fix itself in the new system.
We migrate your CRM data between platforms and clean up what’s already there — deduplicated, validated, and structured to actually be usable. Works with Salesforce, HubSpot, Zoho or a custom CRM, incoming or outgoing. Senior teams, fixed scope, data your team can finally trust.
180+ teams shipping with our engineers · ISO 27001-secure · NDA on request
— What we build
Four ways we fix and move your CRM data.
From a straight platform-to-platform migration to an ongoing data-quality program, we handle the data itself — separately from configuring or connecting the systems around it. (Need the CRM configured, custom-built or connected to other systems? See our platform pages and CRM Integration & Automation.)
Platform-to-platform migration
Move your data from Salesforce, HubSpot, Zoho or a legacy CRM to a new platform without losing history or breaking relationships.
Data mapping
Field transformation
Zero data loss
Deduplication & data cleanup
Merge duplicate contacts and accounts, standardize formats, and fix broken relationships in your existing org.
Dedup rules
Standardization
Orphan record repair
Data validation & enrichment
Fill in missing fields, validate against source-of-truth systems, and enrich records with third-party data.
Validation rules
Enrichment
Source-of-truth checks
Ongoing data quality programs
Scheduled audits, monitoring dashboards and governance rules so data quality doesn’t decay again after cleanup.
Scheduled audits
Quality dashboards
Governance rules
- Featured · Migrate clean, not messy
Migrating bad
data just moves the mess.
Most “the new CRM feels just as broken” complaints happen because duplicate contacts, missing fields and broken relationships got migrated as-is — nobody cleaned them up first. Before we move anything, we audit and fix data quality in the source system — then migrate a clean dataset into the new one. Less rework later, more trust in the numbers from day one.
Pre-migration audit
Clean before you move
Zero data loss
Validated on arrival
1
AUDIT
Quantify duplicates, gaps & broken relationships
2
CLEAN
Dedupe, validate & standardize the source data
3
MIGRATE
Map fields & move data with zero loss
Outcome
We start with a data-quality audit — so you migrate a clean dataset once, instead of a messy one twice.
14 years · 290+ bots
Boring tech
be trusted, not just moved.
300+
Products shipped to production
across 9 industries
14yrs
Years in business
founded 2012
95%
Engagement extension
clients renew or expand
ISO 27001
Audited data security
brief → first standup
Capabilities & stack
Boring tech that
ships on time.
We migrate and clean data with proven ETL tooling and validation frameworks — not a one-off script that silently drops edge cases. Real engineering, applied to the data you already have.
How we pick
01
Quantify before you clean
Before we touch a record, we run an audit that puts a number on duplicates, gaps and broken relationships — so you know the real scope, not a guess.
02
Clean the source, not just the copy
Migrating bad data into a new system just moves the mess. We fix quality issues in the source system first wherever possible.
03
Validate on arrival, every time
Every migration includes a reconciliation step — record counts, relationship integrity and field-level checks — before we call it done.
04
Real tooling where it counts
Purpose-built ETL and dedup tooling when a manual export/import or a basic CSV script runs out of road.
MIGRATION TOOLING
Data Loader
Import Wizard
Talend
Custom ETL scripts
DEDUP & QUALITY
Fuzzy matching
Address/phone validation
Merge rules
SOURCE & TARGET PLATFORMS
Salesforce
HubSpot
Zoho CRM
Custom CRM systems
Legacy on-prem CRMs
VALIDATION & RECONCILIATION
Record count reconciliation
Field-level validation
Relationship integrity checks
GOVERNANCE & MONITORING
Data quality dashboards
Scheduled audit jobs
Access & audit logging
Industries
CRM data work
tuned for your industry.
Every domain has its own record types, compliance needs and history that can’t afford to get lost. We bring playbooks, not blank migration scripts — and shape the cleanup and move to your data from day one.
Healthcare
HIPAA-aware migration of patient and provider records.
- Patient/provider record deduplication with audit trail
- Consent and history preserved through migration
- Validated handoff between clinical and CRM systems
Finance & Fintech
Migration that keeps a compliance-ready record history.
- Account and transaction history preserved intact
- Regulatory-required field validation before go-live
- Reconciliation reporting for audit purposes
Retail & E-commerce
Clean customer data across channels and platforms.
- Customer-360 deduplication across online and in-store records
- Order history preserved through platform migrations
- Loyalty and segmentation data validated on arrival
Logistics
Migration that keeps shipment and account history intact.
- Carrier and account record cleanup before migration
- Shipment history preserved through the move
- Reconciliation against source systems post-migration
Engagement models
Pick how you want to
ship with us.
Three ways in — all senior teams, all fixed against the outcome we agree before a single record moves.
Fixed-scope
Data quality audit
Best when you’re not sure how bad the data actually is.
- Fixed scope, fixed price, fixed timeline
- Quantified report on duplicates, gaps & broken relationships
- Prioritized clean-vs-migrate roadmap
Most popular
Fixed-scope
Project-based build
Best for a defined platform-to-platform move or cleanup project.
- Scope → deploy in 3–8 weeks
- Fixed scope, fixed price — no hourly drift
- Reconciliation report & handover documentation
- Zero-data-loss commitment, in writing
Embedded
Staff augmentation
Plug senior data engineers into your team.
- 8+ yr average, hand-picked, never on a bench
- ETL, dedup and validation skills, not script-only
- Direct line to your IT or RevOps lead
FAQ
The questions
everyone asks before kickoff.
Not sure how bad your data actually is? Book a 30-min call with a senior engineer.
What can you do with our CRM data?
Migrate it between platforms (Salesforce, HubSpot, Zoho, custom or legacy CRMs), deduplicate and clean up what’s already there, validate and enrich missing fields, and set up ongoing data-quality monitoring. In short: making the data itself trustworthy, wherever it lives.
How do you know how bad our data actually is before starting?
We run a data-quality audit first — quantifying duplicate records, missing required fields, and broken relationships — so you get real numbers, not a guess, before committing to a cleanup or migration scope.
Will we lose any data during a migration?
Our process is built around a zero-data-loss commitment — every migration includes a reconciliation step comparing record counts and relationships between source and target before we call it complete.
Should we clean up our data before migrating, or after?
Before, wherever possible. Migrating duplicate or incomplete records just moves the mess into the new system — we clean the source data first, then migrate, so you start the new platform with data you can actually trust.
Can you deduplicate contacts and accounts without merging things that shouldn't be merged?
Yes — we use fuzzy-matching and rule-based logic with manual review thresholds for ambiguous cases, so records only merge when we’re confident they’re genuinely the same contact or account.
Can you also fill in missing or outdated information in our CRM?
Yes — through validation against source-of-truth systems and enrichment from reliable third-party data, where that’s appropriate for your data and compliance requirements.
How do we stop our data from becoming a mess again after cleanup?
We can set up ongoing data-quality programs — scheduled audits, validation rules and monitoring dashboards — so decay gets caught early instead of building up for years again.
Do you handle the migration for us, or do we need our own team involved?
We handle the technical migration and cleanup end-to-end, but we keep your team involved for decisions that need business context — like which of two “duplicate” accounts is actually correct.
ISO 27001-secure · Certified since 2020
Let's make your CRM data worth trusting.
Send your brief — a senior engineer (not a sales rep) replies within 24 hours with a read on how bad your data actually is, and a fixed-scope plan for the clean-up or move.
- A 30-min scoping call with a senior engineer
- A quantified read on your current data quality
- A clean-up and/or migration plan with a zero-data-loss commitment
- A reconciliation report — yours to keep
