My customer details sit in old spreadsheets and are a complete mess.
How we solve it
We move your customer details from spreadsheets and old systems into an organised CRM. Duplicates are removed, phone numbers and names fixed and fields placed correctly.
Interactive demo
Try it yourself
Press Migrate and watch a messy table become an organised customer pipeline.
This is a simulation. Nothing is sent or stored. Leende Tandvård is a fictional business.
- 1. Remove duplicates
- 2. Fix phone numbers to +46
- 3. Fix characters and names
- 4. Map the fields
Before: the spreadsheet
| Name | Phone | Note | |
|---|---|---|---|
| Problem: Göran Persson | Problem: 0701741005 | goran.persson@example.com | Bygg AB, vill ha offert |
| Problem: goran persson | Problem: 070-174 10 05 | – | Bygg AB |
| Problem: Ã…sa Lund | Problem: +46 70-174 11 22 | asa.lund@example.com | kund sedan 2021 |
| Problem: BJÖRN EK | Problem: 46701741333 | bjorn.ek@example.com | ringde ang. fakturan |
| Problem: Bj̦rn Ek | Р| bjorn.ek@example.com | Р|
| Maria Holm | Problem: maria.holm@example.com | Problem: 070 174 14 40 | Holm Redovisning, ny kontakt |
| Problem: HÃ¥kan Nord | Problem: 070-1741555 | hakan.nord@example.com | kund |
| Sofia Berg | Problem: 0701741666 | sofia.berg@example.com | skickat offert |
| Problem: sofia berg | Problem: 070 174 16 66 | sofia.berg@example.com | – |
| Mikael Strand | Problem: 07 01 74 17 77 | – | intresserad, vill ha demo |
⚠ marks cells with problems: broken characters, capital letters, mixed number formats or the wrong column.
How it works
1. Review
We look at your current data.
2. Cleaning
Duplicates, phone numbers and character encoding.
3. Field mapping
Details are connected to the new CRM.
4. Check and launch
You approve, then we go live.
What we need from you
- Your current files, or access to the old system.
- A choice of CRM, or help choosing one.
- Someone on your side who can check the result.
Want this for your business?
Book an AI audit and we'll go through what it would mean for your business.
Book an AI auditWhat does it cost?
It depends on your needs and the systems you use. After the AI audit you get a quote for your business.