CRM Fix & Migration
Untangle the CRM. Keep what's working.
Most CRMs are a graveyard of duplicates, abandoned lists, and broken automations. Lumen migrates and rebuilds — without losing a single lead, and without making your team relearn the tool.
Your current setup
Forms scattered across landing pages, contact records under-tagged, workflows misfiring.
Many will be archived once we know what's actually firing.
Before Lumen
1,847messy contacts
0active segments
12duplicate pairs
14workflows (mostly broken)
After Lumen
1,441clean, tagged contacts
14active segments
0duplicates
9workflows firing daily
Zero leads lost in migration — every record is reconciled and tagged before anything is archived.
How the migration runs
01
Audit
We export every contact, segment, and active automation. Nothing gets touched yet.
02
De-duplicate
Duplicate records merge under the freshest data. History is preserved.
03
Re-segment
Contacts are tagged by source, stage, and value so segments mean something.
04
Rebuild
Follow-up sequences are written from scratch, then turned on stage by stage.
05
Handoff
You get a doc, a walkthrough, and full ownership. Cancel anytime.
Ready to know what's actually in your CRM?
We'll run a free audit and show you exactly what to keep, fix, or archive — no spreadsheets, no jargon.