I will do CRM data migration and setup for gohighlevel, pipedrive and zoho CRM

Yes, subject to a review of your source data and destination account. I confirm which record types, fields and relationships can transfer before accepting the project. Each package covers one source and one destination, rather than simultaneous migration across all three platforms.

Basic covers contacts. Standard and Premium can include supported contacts, companies and deals within the total record limit. One contact, company or deal counts as one record. Historical emails, attachments, notes and activities require a separate compatibility review.

Yes. I can configure your chosen GoHighLevel, Pipedrive or Zoho CRM account and import suitable spreadsheet data. Share a sample file and your sales process so I can confirm the field mapping, pipeline stages and appropriate package before you order.

I test a sample import before the full migration. Afterwards, I compare source counts with imported, excluded and rejected records, spot-check field values and check agreed relationships. Your handover summary explains the results and any exceptions requiring attention.

Yes. I check for exact duplicates using matching rules we agree on, such as an email address or source ID. I flag conflicting records for your decision instead of merging them blindly. Extensive manual cleanup or incomplete-data research requires a separate quote.

All packages include pipeline setup within their stated limits. Premium also includes two agreed workflows with up to five actions each, using features available in your destination account. Existing automations are reviewed and rebuilt where supported, rather than assumed to transfer automatically.

Basic covers up to 500 contacts, 10 mapped fields and one pipeline. Standard covers up to 2,000 records, 20 fields and two pipelines. Premium covers up to 5,000 records, 30 fields, three pipelines and two workflows. Each pipeline includes up to six stages.

Send your current platform, destination CRM, approximate record count, required record types and an anonymised sample export. I also need your pipeline stages and mapping requirements. Once the scope is agreed, provide the necessary access through a user invitation where available.

We agree on the export and switch-over timing first. Records changed after the export may need an additional update import, which must be included in the agreed scope. I retain an unchanged source export for reference and do not delete your old CRM data as part of this service.

Subscriptions, paid migration tools, custom APIs, ongoing sync and unsupported history transfers are separate. Revisions cover adjustments to the agreed mapping, pipelines and workflows. Additional records, new features or changed requirements need a revised quote.