CRM Migration
Move your roofing data between CRMs without losing a record — we extract, clean, and upload to your new platform.
Most roofers don't leave a CRM because the move feels too risky — years of contacts, jobs, photos, and notes on the line. We safely extract that data from your current platform and give you full access through a searchable portal you control.
From there we can back it up to the cloud or help upload it into your next CRM. We know how JobNimbus, AccuLynx, Roofr, Salesforce, HubSpot, Leap, and SumoQuote store data — and how to get it out cleanly.
Everything crm migration covers
A full data audit
We review your current CRM and what's worth extracting before we start.
Data extraction
We pull contacts, leads, jobs, files, photos, and notes with full integrity.
Cleanup & standardization
We flag duplicates, dead records, and inconsistent fields so what comes out is clean.
Hosted data portal
Your data lives in a searchable portal you can browse, view, and download anytime.
Cloud backup
Optional backups to Google Drive or your preferred cloud for long-term preservation.
Upload assistance
If you're moving CRMs, we format and import your data into the new system.
A process built to boost your operations
Discovery & scope
A 30-minute call to understand your CRM, goals, and what data matters most.
Extraction plan
A written plan covering scope, timeline, and where your data will be hosted or backed up.
Extract, clean & host
We pull your data, clean it as we go, load it into your portal, and set up backups.
Handover & optional upload
You get full access — and if you're switching CRMs, we coordinate the upload.
Hand off the chaos. Lead like a pro.
Book a demo, or talk to us about a plan built around your operation. Setup takes two weeks — the back-office chaos shrinks today.