CRM Setup and Migration
Move to a better CRM, or tidy the one you have, with contacts, deals, contracts, automations and reports moved over intact and your team trained to use it.
Best for teams whose CRM is cluttered, outgrown, or disconnected from contracts and reporting.
Where it helps, we pair automation with trained remote staff, so the work gets done even while the systems are being built.
- Nothing lost in the move
- Cleaner records and fewer duplicate fields
- A team that knows how to use the new system
- Moves between CRMs such as Pipedrive, GoHighLevel, Daylite and Clio
- Field, pipeline and permission cleanup
- Contract, email and task automations
- Team training and written guides
Businesses we do this for today
21 Property Group
We built the 16 portals and dashboards their sales, closings, leadership and hiring teams work in every day, most of them inside their CRM.
See what we do for them
Novus Legal Solutions
We built their website and act as their development team, delivering dashboards, migrations and automation for the law firms they serve.
See what we do for themOften combined with
Business Process Automation
Best for businesses where someone copies the same information between systems every day.
Learn moreAI Agents and Task Automation for Business Operations
Best for teams answering the same questions, or reading the same kinds of documents, all day.
Learn moreCustom API Integrations and System Connections
Best for teams losing time because important systems do not talk to each other.
Learn moreTell us what’s taking up your week.
Walk us through it on a 30-minute call. We’ll suggest what to tackle first, then send a written proposal with a price.
- What your staff spend the most hours on
- Which of those jobs we could take on or automate
- Where we’d suggest starting
Prefer email? Write to contact@silvertonguecontracting.com