A CSV import can move records while destroying context. Owners, stages, consent, source attribution, and historical notes need explicit decisions before the destination account goes live.
SBG / serviceAvailable across the United States and beyond
CRM Migration & Cleanup
Move the pipeline without moving the mess.
01 / Who this is for
When this
work helps.
For companies leaving an old CRM, combining multiple databases, or trying to repair a system that no longer reflects how sales actually happens.
SBG inventories source systems, defines the canonical model, cleans and maps data, tests sample migrations, reconciles totals, and documents the cutover and operator workflow.
02 / What better looks like
The changes this work
should support.
Cleaner contact data
We build toward this goal, but we do not pretend an agency can guarantee every business result.
Trusted lifecycle stages
We build toward this goal, but we do not pretend an agency can guarantee every business result.
A safer cutover
We build toward this goal, but we do not pretend an agency can guarantee every business result.
03 / What we may build
The useful parts,
priced before we start.
Your project may need fewer pieces or more. These are the deliverables most often involved.
- 01
Source-system inventory
- 02
Field and stage mapping
- 03
Deduplication rules
- 04
Test and production migration
- 05
Reconciliation and cutover guide
04 / How we handle it
Plan it. Build it.
Make sure it works.
Agree on the job
We write down the goal, users, constraints, access, owner, and what a finished result must do.
Build a complete first version
The first release covers a real start-to-finish path, including errors, permissions, alerts, and the parts a person still owns.
Test and hand it over
We test what was agreed, document the important details, and make sure the right people have access.
05 / Real work only
No fictional
case studies.
We show real builds and label the relationship honestly. If a client has not approved private performance numbers, we show what shipped instead of inventing a result.
06 / Common questions
Before you
start.
What can CRM Migration & Cleanup include?+
A project may include Source-system inventory, Field and stage mapping, Deduplication rules, Test and production migration, Reconciliation and cutover guide. We confirm what is in, what is out, who owns each part, and the final price before work starts.
How long does CRM Migration & Cleanup usually take?+
The usual window is 4–10 weeks. Access, integrations, approvals, migration volume, and testing can change that timing.
What does CRM Migration & Cleanup cost?+
Custom work starts at $3,500. Software, ad spend, paid licenses, and other outside costs are listed separately.
Who is CRM Migration & Cleanup designed for?+
For companies leaving an old CRM, combining multiple databases, or trying to repair a system that no longer reflects how sales actually happens.
Need this exact service?Tell us what is going on.
Tell us what is going on.
We will price the right next step.
A controlled migration with field mapping, duplicate rules, validation, rollback thinking, and a destination process the team understands.