You will get your CRM data migrated to a new system with zero data loss, notes included
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Project details
Moving CRMs is where businesses quietly lose a decade of history. Notes, dates, attachments and the jobs that prove what you did for whom.
I migrate with a scripted pipeline, not by hand, and the reason is accuracy rather than speed. On an ACT! to Jobber migration I ran, the automation caught a timezone fault that had rolled 14% of service dates onto the wrong day, and a formatting problem that mis-aligned notes for around 950 clients. Nobody transcribing records one at a time finds either of those. They ship them.
That project: 11,000+ clients, 22,500 historical jobs, 38,470 notes and 390 documents, zero data loss, and no disruption while they kept running jobs every day. Their new account was already live, so records were matched and enriched instead of duplicated.
Start with the Starter tier if you want to see exactly what lands before committing anything. That is how the migration above started.
Two questions worth answering before you order: what can your old system actually export, and does the new account already have records in it? Both change the job significantly. Message me and I'll scope it properly.
I migrate with a scripted pipeline, not by hand, and the reason is accuracy rather than speed. On an ACT! to Jobber migration I ran, the automation caught a timezone fault that had rolled 14% of service dates onto the wrong day, and a formatting problem that mis-aligned notes for around 950 clients. Nobody transcribing records one at a time finds either of those. They ship them.
That project: 11,000+ clients, 22,500 historical jobs, 38,470 notes and 390 documents, zero data loss, and no disruption while they kept running jobs every day. Their new account was already live, so records were matched and enriched instead of duplicated.
Start with the Starter tier if you want to see exactly what lands before committing anything. That is how the migration above started.
Two questions worth answering before you order: what can your old system actually export, and does the new account already have records in it? Both change the job significantly. Message me and I'll scope it properly.
What's included
| Service Tiers |
Starter
$145
|
Standard
$595
|
Advanced
$1,450
|
|---|---|---|---|
| Delivery Time | 4 days | 12 days | 21 days |
Number of Revisions | 1 | 2 | 3 |
Install Script | - | - | - |
Test Script | - | - | - |
Task Automation | - | - | - |
Optional add-ons
You can add these on the next page.
Each additional 2,500 clients
(+ 3 Days)
+$250
Attachments and documents
(+ 3 Days)
+$300
Parse a non-CSV export such as HTML reports or a database dump
(+ 3 Days)
+$350Frequently asked questions
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RB
Regan B.
Jun 18, 2026
Django Developer (L1.5 to L2.0), Paid Trial (5 hours)
Uzair was great to work with. He communicated clearly, delivered tasks reliably, and adapted well to our existing Django codebase and workflows. His work was consistent and professional, and we'd be happy to collaborate again on future projects.
MM
Majid M.
Apr 16, 2026
Senior Full-Stack Python/React Developer
Excellent full-stack developer with strong backend engineering skills and solid frontend capabilities. Handles complex logic and third-party integrations with ease. A complete, reliable engineer I’d highly recommend.
MB
Muhammad B.
Apr 13, 2026
Python Developer Needed for AI Voice & SaaS Platform Integration
Outstanding Python developer delivered an exceptional multi-tenant SaaS architecture, featuring AI voice agents with Twilio + Retell call routing, SMS automation via Twilio, email automation via SendGrid, along with integrations for Google/Microsoft Calendar and JobNimbus, Housecall Pro, and AccuLynx CRM.
About Rana uzair ud din
CRM & API Integration, Migration, AI Voice | Roofing & Home Services
100%
Job Success
Lahore, Pakistan - 1:23 pm local time
I'm Rana. I was the core engineer on CRM automation at Alivo, an AI sales and scheduling platform for contractors. I built and owned eight production CRM integrations there, along with the AI voice agents that call leads, qualify them, and book straight into the contractor's calendar. Now I do that same work directly for the businesses that need it.
WHAT I DO
CRM integration and automation. Connecting the tools you already run so data moves on its own. Booking and cancellation sync, lead intake with deduplication, job status updates, invoices and payments into your accounting software, two-way sync between your CRM and anything else you use.
CRM migration, done with scripts instead of by hand. I moved a Florida contractor off ACT! into Jobber: 11,000+ clients, 22,500 historical jobs, 38,470 notes and 390 documents, with zero data loss and no disruption while they kept running jobs every day. Automated migration isn't only faster. It catches problems manual entry ships silently. That project turned up a timezone fault that had rolled 14% of service dates onto the wrong day, and a formatting issue that mis-aligned notes for around 950 clients. Nobody copying records by hand finds either of those.
AI calling agents and lead automation. Agents that answer your phone or call a new lead within seconds, hold a real conversation, check live availability across your calendars, and book the job. Plus SMS and email follow-up that stops itself when the customer replies or books. Built on Twilio, ElevenLabs and OpenAI, with opt-in and opt-out tracked properly so your numbers stay clean.
Custom internal tools. When your workflow doesn't fit an off-the-shelf product, I build the piece that does.
CRMS AND TOOLS I WORK WITH
Jobber, ServiceTitan, HousecallPro, JobNimbus, AccuLynx, RoofLink, Leap (JobProgress), Contractors Cloud, GoHighLevel, Pipedrive, monday,com, Follow Up Boss, Acumatica.
QuickBooks Online and Xero for accounting. EagleView, HOVER and CompanyCam for measurements and photos. ABC Supply for materials. Twilio, SendGrid, ElevenLabs, OpenAI and Google Local Services Ads for communication and lead sources.
Zapier and Make when no-code is genuinely the right answer. Python when it isn't.
HOW I WORK
I start with the actual bottleneck. Plenty of clients come to me wanting one automation and leave with a map of everything worth automating, in the order that makes sense to do it. If a simple Zap solves your problem, I'll tell you that instead of selling you a build.
I raise the awkward parts early. What happens when a customer cancels. How duplicates get handled. What breaks if one system goes down. Whether your history comes across or only new records. Those are the things that sink integrations, and they cost a lot less to discuss before the work than after it.
Everything gets logged, tested, and built so it can be safely re-run. If something fails at 2am you should be able to see exactly what happened and why.
WHO THIS IS FOR
Contractors and home services companies who've outgrown manual data entry. Roofing, HVAC, solar, remodeling, restoration, and the trades around them. Agencies serving that market. And SaaS teams who need CRM integrations inside their own product for their users, which is exactly what I built at Alivo.
Tell me what your team is doing by hand right now and I'll tell you honestly whether it's worth automating.
Steps for completing your project
After purchasing the project, send requirements so Rana uzair ud din can start the project.
Delivery time starts when Rana uzair ud din receives requirements from you.
Rana uzair ud din works on your project following the steps below.
Revisions may occur after the delivery date.
Export review and feasibility check
You send a sample export from your old system. I tell you exactly what it can and cannot carry across, in writing, before you commit to the full job.
Field mapping and matching rules agreed
You get a mapping document covering which field lands where, and how a record in the old system is matched to one in the new. Nothing runs until you approve it.