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CRM design, integration & migration / Waymaker Agency

When a quote request comes in Friday afternoon, who has it on Monday?

For teams relying on a shared inbox or a CRM nobody quite trusts. We design the pipeline around how you actually sell, route the work and test the handoff.

Discuss my project · 15 minutes ↗See an example ↓

Free fit call. We agree on the work and price before you commit.

CRM design, integration & migration: from the initial brief to a checked deliverable
Quote form → Routing rule → Named estimator

Inside the engagement

What you can put to work.

DELIVERABLE 01Pipeline stages, field mapping and ownership rules
DELIVERABLE 02A configured intake-to-owner workflow with an exception path
DELIVERABLE 03Test records, reconciliation checks and an operator handoff

CRM design, integration & migration / The process

From first conversation to handoff.

  1. STEP 01

    Follow one request

    Trace a recent inquiry from form to owner and mark missing fields or delays.

  2. STEP 02

    Map the records

    Define stages, required fields, duplicates and ownership before moving data.

  3. STEP 03

    Pilot the handoff

    Test form, chat or bot intake, routing and notifications with approved test records.

  4. STEP 04

    Reconcile and hand over

    Check counts and failed records, then show the team how to fix exceptions.

Example project

Picture this in your business.

A quote request with a ZIP code in the service area goes to the local estimator. One without a ZIP goes to review instead of disappearing or being assigned at random.

What we’d measure: Accepted inquiries with an accountable owner, time to first response and unresolved routing exceptions.

A sample of the work

  1. Quote form
  2. Routing rule
  3. Named estimator

Before you book

Is this the right project?

What should I bring?

The systems involved, a redacted example of a lead and the person responsible for follow-up.

What affects the scope and price?

Full migrations require a sample import, backup and rollback plan. Seat fees, custom integrations and historical cleanup are quoted separately.

Am I committing to a retainer?

No. The first call is to check fit. We’ll recommend a defined project or an ongoing arrangement, spell out the deliverables and fees, and leave the decision with you.

Free / 15-minute fit call

Let’s talk about your crm design, integration & migration project.

Bring one example. We’ll use the call to decide what is worth doing first and what should stay out of scope.

Choose a time with Waymaker ↗

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