Data, migration-ready.
Give your data something to grow on.
Without a trellis, a vine doesn't grow up. It sprawls across the ground, tangles, and rots. Data does the same thing: duplicate contacts, dead fields, reports nobody trusts. We build the structure that keeps it clean and usable, before, during, and after your CRM move.
Book Your Data Audit Fixed-fee diagnostic. No commitment beyond it.| Name | Phone | Amount | Date | |
|---|---|---|---|---|
| SMITH, ROBERT J | rsmith@gmail,com | (901)555-0134 | $250 | 3/4/19 |
| Smith, Bob | rsmith@gmail.com | 901-555-0134 | 250.00 | 03/04/2019 |
| robert smith | — | 9015550134 | $250 | Mar 4 2019 |
| Alvarez, M. | malvarez@ | (901) 555-0187 | $1,000 | 11/22/2021 |
| ALVAREZ, MARIA | malvarez@novaco.com | 9015550187 | $1,000 | 22/11/21 |
| Smith, Robert J. | rsmith@gmail.com | (901) 555-0134 | $250.00 | 2019-03-04 |
| ✓ 3 records merged into 1 | ||||
| Alvarez, Maria | malvarez@novaco.com | (901) 555-0187 | $1,000.00 | 2021-11-22 |
| ✓ 2 records merged into 1 | ||||
| All fields normalized. 0 flags remaining. | ||||
Sample records, shown for illustration.
Who we help
Every organization outgrows its system eventually.
The industries change. The pattern doesn't: years of records entered by different people, in different formats, finally colliding with a migration deadline.
The problem
Nobody notices the tangle until the migration is already underway.
Duplicate contacts get counted twice. Dead fields quietly corrupt reports. It's what happens when cleanup keeps losing to the closer deadline, pushed to "once we're live" until the temporary spreadsheet becomes the real system. By the time an implementation partner opens the export, there's no time left to plan around what they find.
What we do
Root it in an audit. Grow from there.
Data Health Audit
A closer look at what's actually going on in your database: how much is duplicated, which fields nobody trusts anymore, where the real migration risk is hiding. You walk away with real numbers, not guesses. Audits starting at $895 for up to 5,000 records. See what the audit covers →
Data Migration Prep
The unglamorous work: names, phone numbers, addresses, and dates made consistent across every record, categories and tags cleaned up, transactions aligned and formatted correctly. Duplicates get merged instead of migrated twice.
Migration Management
You choose how involved we get. We'll help you pick the new platform, translate your team's needs into a real spec, then run point with the software implementer, from a sounding board to full ownership. See how it works →
Post-Migration Assistance
The stretch after the implementer's contract ends and before the system actually feels right. A focused engagement, usually a month, that often becomes a standing retainer, fixing the small stuff that only shows up once your team starts using it day to day. Migrated with messy data? Start here →
Ongoing Data Management
A standing arrangement to keep the database from sliding back into the state you just paid to get it out of. It covers database administration, continued data cleaning and hygiene, and regular reporting and analytics, evolving the system as your needs change instead of letting it quietly decay.
How it works
Audit first. Always.
Audit your database
A short, fixed-fee look under the hood. Nobody can price cleanup work blind, and you shouldn't sign a contract that pretends otherwise.
Get a real scope
You get an estimate based on what's actually in your data, not an industry average.
Clean data, handed off your way
From there it's up to you: take the cleaned-up database and go, add migration management for the build itself, or move into an ongoing retainer that keeps things clean well after go-live.
Beyond the audit
As involved as you want us to be. Seed to bloom, and everywhere in between.
Choosing a new system is only step one. We'll help you pick the platform, gather what your team actually needs, then run the whole build with the software implementer, or just the parts you don't want to own yourself. You set the level, and it can change as the project does.
Seed
Advisory only. A sounding board when you need one, including help choosing a database.
Sprout
We help you choose the platform and write the spec.
Grow
We're on every build call alongside your team.
Bloom
We run point with the vendor, end to end.
Already migrated?
It's not too late. We can handle that too.
Moved to a new system and the data came along messy? We audit the live system, show you what carried over, and help you fix what matters most.
Who this is for
You're either planning a migration or referring a client who is.
Organizations planning a migration
Executive directors, operations leads, and office managers who know the database is a mess and want it handled before the new CRM goes live, not discovered mid-project.
CRM implementation partners
You need clean data to hit your timeline, and deep cleanup isn't in your scope. We handle it directly with your client, alongside your project, not in the way of it. Ask about referrals.
How your data travels
Your files never go over email.
Every file we exchange, from the export to the mid-project check-ins to the final handoff, moves through a dedicated secure portal, not an inbox. It's the difference between saying you're careful with data and being able to prove it.
Encrypted, always
In transit and at rest, every file, every time.
Hosted on SOC 2 Type II audited infrastructure
Verified over time, not just a point-in-time snapshot.
A full audit trail
A record of exactly who accessed what, and when.
Links that expire
Nothing lives in a sent folder forever.
Across industries
Different industries, same shape of problem.
Relationship-heavy records, entered by different people over different years, about to meet a system that expects them to be consistent.
Get started
Start with the audit.
One conversation, one fixed fee, one real number for what your data actually needs.
You'll be on the call with the person doing the work. I've led multiple CRM migrations from the client side, and every time, clean data to the implementer was on me. Once with no data team at all. Now I do it for you.
Not ready to book? Email info@trellisdatapartners.com