CRM Integration and Migration

Connect your CRM to WordPress and your store, move to a better platform, or fix the one you have, with every contact, consent and automation accounted for.

Get a Custom CRM Quote

Custom quote within 24 hours

  • Contacts validated

    10,299 to 4,862

  • Silent data drops

    0

  • Segments built

    21

Who it's for

When your CRM stopped matching how you sell

Your data should work for you, whether you move platforms or stay put.

A good fit if

  • Your CRM and WordPress don't talk to each other
  • Your list is full of duplicates and old segments
  • You're planning to change platforms
  • Automations run, but nobody trusts them
  • Your CRM bill keeps growing

Not the right fit if

  • You want contacts copied without cleaning or consent checks
  • You need sales training rather than systems work

What's included

Your CRM, built around your business

I work with FluentCRM, Keap, ActiveCampaign, Klaviyo, Mailchimp, Kajabi and Brevo.

  • CRM integrations

    WordPress, WooCommerce and forms connected to your CRM through APIs and custom code.

  • Platform migrations

    Contacts, custom fields, tags and history moved with reconciled counts and a rollback plan.

  • Automation rebuilds

    Every automation rebuilt and tested against the original before you switch.

  • Consent and suppression

    Opt-outs, bounces and consent records protected from start to finish.

  • Segmentation

    A clear structure your team can build audiences from.

  • Setup without migrating

    Audit and configuration of the CRM you already run.

How it works

Careful data work, in three steps

Nothing goes live until the numbers match.

  1. Audit

    I review your data, automations and goals, then send a custom quote.

  2. Build and reconcile

    I build the system and check every record and automation against the source.

  3. Switch and hand over

    We go live with a rollback plan, documentation and training.

Proof

Accounted for, record by record

From a membership organization's migration and my open-source toolkit.

Read the migration case study
By the numbers
  • Contacts in, verified out10,299to4,862
  • Audience segments21
  • Silent drops0

FAQ

Common questions

Something else? Send it with a short note on your setup.

How much does it cost?
Every project is quoted for your data and scope. You'll have a custom quote within 24 hours.
Will I lose contacts or automations?
Every record is reconciled, and any rejected contact has a recorded reason. Automations are tested before the switch.
Do I have to migrate?
No. Many clients need their current CRM set up properly, not a new one.
Which CRM should I choose?
It depends on your data, team and budget. I'll give you a straight recommendation, including staying where you are.
What about consent and unsubscribes?
They are migrated and verified with the same care as the contacts. An opt-out stays an opt-out.
Can you connect my CRM to WooCommerce?
Yes. I've built WooCommerce integrations with FluentCRM and Keap, including custom ones.

Tell me about your CRM

Share your platform, list size and goal. I'll reply with the scope and a custom quote.

Get a Custom CRM Quote

Custom quote within 24 hours

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