Built to scale with you

The system that worked at 50 customers starts to crack at 500.

Every growing business hits the same wall: contacts multiply faster than anyone circles back to clean up after them, and the spreadsheet that used to work quietly becomes the thing slowing you down. We structure the data so it scales with the business, instead of becoming the thing you migrate away from in a hurry.

30DBefore a renewal window opens

90DBefore a contract is up for re-bid

1YRClient anniversary

3YRAverage vendor tenure before switching

New accounts outpacing cleanup

Every growing business adds contacts faster than anyone circles back to clean them up – until the backlog is the whole database.

Duplicate contacts across teams

Sales, support, and billing each keeping their own copy of the same customer, with three slightly different versions of the truth.

Lapsed & inactive accounts

Dormant customers who could be reactivated, if anyone remembered they existed.

Vendor & subscription tracking

Contract dates and renewal terms buried in email instead of the CRM, so the deadline arrives before the reminder does.

Beyond the deal that closed

A signed contract isn't a finished record.

Winning the business is half the work. What happens after – who else is involved, what was promised, why the deal was won or lost – is often the first thing to get lost when a rep moves on or a system changes.

Multi-system data

Sales, support, and finance systems that don't talk to each other, so no one has the full picture of an account.

Stakeholder mapping

Who signs, who influences, and who's already left the company – tracked instead of guessed at every renewal.

Referral & repeat-business tracking

Where your best customers actually came from, and who to thank for it, tracked like the pipeline it is.

Historical account context

Years of notes and decisions that shouldn't disappear the day a rep leaves or a system gets replaced.

Whether your team runs on HubSpot, Salesforce, Zoho, Pipedrive, or something homegrown, the underlying cleanup and CRM data migration work is the same.

Continuity & institutional memory

A trellis holds a plant up long after the person who planted it is gone.

Client relationships live in inboxes and someone's memory a lot more often than they live in the CRM. When that person leaves, so does the context – unless the data was structured to hold it.

Rep & ownership history

Every account tied to who owns it now and who owned it before, not just a name that got quietly overwritten.

Escalation & issue history

Past problems and how they were resolved, visible to whoever picks up the account next.

Key contact turnover

Decision-makers who've moved on, tracked instead of silently going stale in the record.

Onboarding & handoff notes

What a new rep needs to know on day one, instead of starting from zero.

What's next

Three places to go from here.

Migration Management

Choosing a platform is only step one. See how much of the build we can take off your plate.

See how it works →

Data Security

Every file moves through a dedicated secure portal, not an inbox. Here's exactly how.

See how data moves →

Schedule a Chat

One conversation is all it takes to get a real number for what your data actually needs.

Book a time →

Get started

Start with the audit.

One conversation, one fixed fee, one real number for what your data actually needs.

Abbey Cowens

Founder & Principal

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