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A lot of people think a CRM migration is just:
Export data ➝ Import data ➝ Done. 😂
This one was not even close. 🧠
Over 15 days we worked through:
• Contact migration
• Notes migration
• Activities migration
• Attachments migration
• Custom field mapping
• Role mapping
• Timestamp preservation
• Duplicate prevention
• Relationship matching between records
Every day involved testing, validation, spot checks, and reviewing edge cases before moving another batch.
One of the biggest challenges was preserving years of note history while working around GoHighLevel limitations on backdated note timestamps. Instead of ignoring the problem, we built a process to preserve the original dates and context inside the notes themselves.
Another challenge was making sure contacts, activities, notes, and related records stayed connected after migration. One broken relationship can make a CRM unreliable.
The work people see is the finished CRM.
The work they do not see is the planning, testing, QA checks, mapping logic, rollback planning, and hundreds of small decisions that make the migration successful.
Huge thanks to Chuck Chiodo for trusting us with the project and for the kind words. ✨
Communication, transparency, and getting the details right will always be our priority.
RECOMMENDED
“It was a pleasure to work with Abdullah and Kashif. They were very professional and knowledgeable. Communication is extremely important to me. I appreciate that they consistently responded to any communication in a very timely manner.”
Chuck Chiodo
First Contact MarketingThe network for creativity
Join 1.25M professional creatives like you
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⭐⭐⭐⭐⭐ 5.0 GoHighLevel website edits, fast turnaround
Speed and quality don't have to be a trade-off, that's the standard I work to on every project.
Need quick, reliable edits or a full GHL website build? Let's talk.
AI Document Intelligence Hub & Smart Visual CRM
Problem: Client lost 15 mins/file manually entering data, causing messy Google Drives, lost candidates, and missed legal risks.
Solution: Built an automated n8n + LLM pipeline that:
• Extracts Data: AI reads PDFs (CVs, invoices, contracts) to pull key metrics.
• Organizes Files: Auto-renames Drive files (e.g., [CV]-Name.pdf).
• Notion CRM: Syncs data to visual Kanban boards with risk tags.
• Slack Alerts: Pings teams about top candidates or high-risk terms.
Impact: Slashed processing to 15 seconds/file with 100% automated risk detection.
The one thing I'd do differently this week:
I'd have added the CRM buffer window on day one instead of after the first double-booking. Small process fix, but it would've saved an afternoon of cleanup.
→ Sharing it in case it saves you the same afternoon
