Technology / CRM Replacement
CRM Replacement
Stop renting a CRM built for everyone. Own one built for the way you sell, recruit, and serve.
The work
What you get
Off-the-shelf CRMs charge for every user, every add-on, and every customization, and your team still works around them. We replace yours with a system built around your process, move your history over, run both side by side until your team is ready, and then retire the old license.
- An assessment of your current CRM: what's actually used, what's paid for, and what it connects to
- A replacement designed around your pipeline, your stages, and your reports
- Migration of contacts, companies, history, notes, and files, checked against the source
- Integrations with email, calendar, phone and text, e-signature, and accounting
- A side-by-side run until your team signs off, then training and switchover
- Retirement of the old license, and the renewal you no longer pay
What you stop paying for
Renting a CRM vs. owning one.
The license is only part of the bill. The rest is the add-ons, the customizations, and the hours your team spends working around a tool built for someone else.
- Pricing
- Off-the-shelf CRM: Per-user licenses that grow with your headcount
- A CRM you own: No per-user fees. Hosting at cost and a flat support retainer
- Features
- Off-the-shelf CRM: Paid tiers and add-ons to unlock what you need
- A CRM you own: Built for your workflow, with nothing you don't use
- Changes
- Off-the-shelf CRM: An admin or a consultant for every customization
- A CRM you own: Changed by the team that built it
- Your data
- Off-the-shelf CRM: Stored in the vendor's format, on the vendor's terms
- A CRM you own: In a database you own, exportable any time
- Fit
- Off-the-shelf CRM: Your process bent to fit the tool
- A CRM you own: The tool built to fit your process
- Renewals
- Off-the-shelf CRM: Price increases you don't control
- A CRM you own: No license renewal to negotiate
How it runs
How a replacement runs
- 01
Assess
We look at what your team uses, what you pay, and what everyone works around today.
- 02
Rebuild
We build the replacement around your pipeline, stages, and reports, and you click through it early.
- 03
Migrate
Contacts, history, notes, and files move over and are checked against the source.
- 04
Switch over
Both systems run side by side until your team signs off. Then we train, switch, and retire the old license.
Commercial model
A one-time build, then flat monthly support, with no per-user licenses
- Assessment and migration plan: fixed fee
- Build and migration: priced per phase and agreed before each one starts
- Hosting at cost; a flat support retainer that doesn't grow with your headcount
- You own the code and every record in it
Let’s talk
Ready to talk about CRM Replacement?
Tell us what you're working with today. We'll tell you whether this is the right starting point, and what it would take.