Aeterna Group logoAeterna Group
CRM dashboard configured by Aeterna Group on an office workstation
CRM

CRM SolutionsMigration & Integration

Your data moved cleanly, your channels wired in.

Request a Proposal What's Included
Vendor-neutralPlatform selection
MigrationFrom any legacy tool
TrainingIncluded in rollout

Overview

Migration & Integration, in practice

Migration out of spreadsheets and legacy tools with de-duplication and a preview you sign off, plus integrations that make telephony, WhatsApp, email and website enquiries land in the pipeline automatically.

  • Data cleaned and de-duplicated before import, not after
  • A migration preview you approve before go-live
  • Every enquiry channel creating a lead with its source recorded
  • APIs connected to the tools you already run

Migration & Integration

4 services delivered under CRM

CRM divisionAeterna Group

What's included

Everything under Migration & Integration

Delivered by the CRM team, under one scope of work and one point of contact.

4 services

Delivery

How a CRM engagement runs

The same five steps on every job, whichever division you are working with.

  1. 01

    Consult & Survey

    Requirement discussion, site survey and honest scoping before any commitment.

  2. 02

    Design & Plan

    Engineering, material selection and a documented scope of work you can hold us to.

  3. 03

    Implement

    Disciplined execution with safety inductions, progress reporting and change tracking.

  4. 04

    Test & Certify

    Testing, certification and UAT against the agreed purchase order before handover.

  5. 05

    Support

    AMC, escalation matrix and 24×7 response so what we build keeps working.

Questions

Before you ask

Anything not covered here, call and ask. You will reach someone who works on Migration & Integration — not a call centre.

+91 98183 85577
What if our spreadsheet data is messy?

That is the normal starting point. Cleaning, de-duplication and field mapping are part of the migration, and you see the result before anything is committed.

Can WhatsApp enquiries be captured automatically?

Yes, through the official WhatsApp Business API, so messages create or update leads without anyone copying them across by hand.

Is the old system kept as a fallback?

We keep a full export of the source data and run both briefly in parallel, so there is always a way back.

More from CRM

All CRM capabilities

Consulting & Implementation

The right platform, configured around how you actually sell.

View

Adoption & Support

Training and support until the team lives in the CRM.

View

Next step

Need Migration & Integration?

Share the requirement and we will respond with a scoped, honest proposal — usually within one working day.

Get in Touch +91 98183 85577

Most enquiries answered within one working day.

What happens next

  1. 1 You tell us the requirementA call, an email or a WhatsApp message. A rough idea is enough to start.
  2. 2 We survey and scope itA site visit or a requirements call, then a written scope you can hold us to.
  3. 3 You get a costed proposalLine-by-line pricing and a timeline — with an honest note if we are not the fit.