Legacy CRM → modern data platform
Twelve years of overlapping records across three systems, migrated into one source of truth without data loss.
- Industry
- Professional services
- Duration
- 5 weeks
- Outcome
- Zero data loss across 12 years of history
- Status
- In production
What we walked into.
Three CRMs and a decade of spreadsheets had produced a customer table with 7 different ways of spelling the same companies, contradictory contact records, and lost engagement history. Sales was making decisions on wrong data.
How we built it.
- 01Built an identity-resolution layer that survives renames, mergers and typo-grade duplicates.
- 02Reconciled three CRMs against canonical entities before writing to the new system.
- 03Preserved 12 years of activity history attached to resolved customers, not lost.
- 04Stood up a reporting layer so sales and finance see the same numbers.
Numbers from the real rollout.
Other things we’ve built.
Multi-warehouse inventory & dispatch ERP
Three warehouses, six spreadsheets, one dispatch team — replaced with a single operations layer.
LMS / ComplianceWorkforce compliance & certification portal
Per-role training tracks, expiry alerts and audit-ready exports for a regulated workforce of 300+.
AI AutomationInternal knowledge assistant & ticket triage
RAG over internal docs plus auto-triage on inbound tickets, with confident hand-off to humans on ambiguity.
Have a system in mind? Let's sketch it together.
Tell us a little about the problem. We'll reply within one working day.
Write directly to Info@corefluxsolutions.com