You will get a full or partial data migration from any CRM into Pipedrive or Hubspot!
Top Rated
Project details
You will get a clean data migration from your CRM to either Pipedrive or Hubspot!
And depending on your package selection I might be migrating one or more type of data! (Contacts, companies & deals)
All you need to do is get the package, provide me access to the old CRM or the correct CSV and I will do my thing and report back to you in a loom video!
There are multiple ways of sharing access to an account in case you decide to go that way, and therefore you will not be able to share it here in Upwork (For example via Password managers like Lastpass or OnePass), but do note that if you are not able to provide the CSV file needed in the correct format I will need access to the old CRM to make sure I get the data myself for the migration process.
And depending on your package selection I might be migrating one or more type of data! (Contacts, companies & deals)
All you need to do is get the package, provide me access to the old CRM or the correct CSV and I will do my thing and report back to you in a loom video!
There are multiple ways of sharing access to an account in case you decide to go that way, and therefore you will not be able to share it here in Upwork (For example via Password managers like Lastpass or OnePass), but do note that if you are not able to provide the CSV file needed in the correct format I will need access to the old CRM to make sure I get the data myself for the migration process.
Industry
Ecommerce, Food & Beverage, Real Estate, Travel & TourismWhat's included
| Service Tiers |
Starter
$90
|
Standard
$120
|
Advanced
$150
|
|---|---|---|---|
| Delivery Time | 3 days | 3 days | 3 days |
Live Consultation (Minutes) | 30 | 30 | 30 |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$20Frequently asked questions
27 reviews
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About Diego
Expert-Vetted - Pipedrive Partner, Hubspot Implementation & Automation
100%
Job Success
Barcelona, Spain - 12:52 pm local time
For the past 5 years I have been working with Businesses helping them create, implement and automate their sales processes with the sole purpose of escalating into a clockwork streamlined business. CRM, Email marketing, Databases, Communication, etc.
⚙️ What is it exactly I can do for you? ⚙️
If you feel that your sales process is all over the place and you need a more structured, reliable and automated result then look no further. All you need to do is just tell me the steps on your sales process from start to end and I will design, build, implement, automate and train your team if need! Whatever tool you are using, I quite probably have experience on it!
🤝 What is it like working with me? 🤝
My main goal is to translate your ideas into a reliable & automatable sales process. When it comes to process & automations it is up to your creativity! All you need is to ask and I would say 99% of the times I will make your requests come true as if it was magic, in other words, you have never had a consultant like me!
🎇 What tools do I consider myself an expert in? 🎇
CRM:
- Pipedrive
- Hubspot
- GHL
Email Marketing
- Mailshake
- Woodpecker
- Active Campaign
Databases
- Airtable
Automations
- Zapier
Submission tools:
- Paperform
- Typeform
- Kajabi
Course-oriented tools:
- Kajabi
- Teachable
Proposals:
- Pandadoc
- Docusign
Payment & accounting tools:
- Stripe
- Quickbooks
Communication:
- Slack
- Teams
- Gmail
😩 Are the tools above the only ones you know how to use? 😩
No! Those are only the ones I have tons of experience with and have used uncountable times, if you're using a tool that is not above, chances are I've used it a couple of times but not that much, doesn't mean I can't work with it though!
⚙️🤖 Looking like a good fit? 🤖⚙️
I am a consultant! Whether it is for a quick consulting call, or a full on project development I am available, all you need to do is get in touch with me and we can discuss any details to make sure it is a good fit for both parties!
👇 Scroll down for reviews & Testimonials! 👇
Steps for completing your project
After purchasing the project, send requirements so Diego can start the project.
Delivery time starts when Diego receives requirements from you.
Diego works on your project following the steps below.
Revisions may occur after the delivery date.
Get access to the data
This is either via a CSV or access to the old CRM. During the import I might need a better version of that CSV, so I might at the end need acces to the old CRM, this does not always happen though.
Do an initial sample import
In here I will make sure the import is safe to do with a small sample