- Client lists in Excel, jobs in Google Sheets, notes in random docs.
- No single view of “what’s happening with this client right now”.
- Reporting means begging everyone for their latest version.
Move off chaos.
Land in one clean CRM.
We help teams move from spreadsheets, legacy CRMs and “Frankenstein” systems into IN ONE – with mapped data, cleaned lists, working workflows and a team that knows exactly where to log in on Monday.
If any of these sound like you, a structured migration will help.
We focus on service businesses that have grown fast – and now sit with data, history and workflows spread across too many places.
- System was built years ago and no one wants to touch it.
- Only one “guru” understands how it really works.
- People work around it in spreadsheets and WhatsApp anyway.
- Leads in one place, work in another, invoicing somewhere else.
- Nothing joins up, so clients repeat themselves constantly.
- You feel the cost of the chaos every month in time and money.
What we actually move (and tidy up).
A migration isn’t just “import a CSV and hope for the best”. We take your real-world data, history and workflows and give them a new, clean home in IN ONE.
We work from exports – not live production systems – so we can test, rerun and adjust until you’re happy that the picture in IN ONE matches reality.
- Clients, sites, contracts and contact people.
- Deals, jobs, tickets and service history where available.
- Key notes, tags and custom fields that matter to you.
- Status fields so current work doesn’t “start from zero”.
- Stages and pipelines that reflect how you actually work.
- Standard templates for emails, WhatsApps and reminders.
- Basic automations so follow-ups and tasks don’t get missed.
- Reporting views that give leadership a single version of truth.
A clear, four-step path from “old world” to IN ONE.
Every migration is different, but the pattern is the same: understand, clean, test, launch. We give you a simple project plan so everyone knows what happens when – and who’s responsible.
- Quick discovery of tools, spreadsheets and “unofficial” systems.
- Agree what counts as a client, deal, job or ticket in your world.
- List the reports and views leadership rely on today.
- Map fields from old tools to clean, named fields in IN ONE.
- Decide which data is worth carrying across – and what to drop.
- Sketch pipelines, workflows and permissions with your team.
- Deduplicate and fix obvious data errors before import.
- Load a subset of clients and work into a pilot space.
- Ask front-line users to “live in IN ONE” for real scenarios.
- Migrate the remaining data and lock in the new way of working.
- Run training sessions for different roles and teams.
- Monitor usage, tweak views and add workflows once people settle in.
One login, one client spine, one trusted set of numbers.
The real win isn’t “we switched systems”. It’s the months and years of less chaos, better reporting and fewer “sorry, I didn’t see that” moments.
Migration to IN ONE – what teams usually ask us.
Ready to move off spreadsheets and legacy tools into IN ONE?
Share what you’re using today, who needs to be on the new system and what “success” looks like. We’ll map out a migration plan and show you what your world could look like inside IN ONE CRM.
