Kacey O

CRM Solutions Architect | Data Integrity Specialists

Fiverr • Freelance

Dec 2024 - Present • 1 yr 5 mos

I am a specialist in high-stakes CRM Data Migration and system architecture, dedicated to ensuring 100% data integrity during complex platform transitions. My professional background is built on solving the most painful migration challenges: duplicate records, broken relational data, lost activity histories, and mismatched custom fields. I transform messy, siloed datasets into clean, actionable assets, ensuring that your sales and marketing teams hit the ground running without losing a single lead or historical note. I provide end-to-end migration services across the industry’s leading platforms, including HubSpot, GoHighLevel (GHL), Zoho CRM, Salesforce, and Pipedrive. My process begins with deep Data Mapping and cleansing, where I align your legacy data structures with your new CRM’s architecture. I specialize in migrating complex entities—including Contacts, Companies, Deals, Leads, and Opportunities—while maintaining the critical links between them. Whether moving from Salesforce to HubSpot or consolidating multiple instances into GoHighLevel, I ensure that all custom properties and tags are preserved with surgical precision. Beyond simple imports, I architect the "glue" that keeps your data healthy post-migration. Utilizing Zapier, Make.com, and native API integrations, I build automated syncs that prevent future data decay. For high-growth agencies, I specialize in GoHighLevel Snapshot deployments and Sub-account migrations, ensuring that all Workflows, Pipelines, and Custom Fields are replicated perfectly. My goal is to eliminate the technical debt associated with poor data handling, providing a "Single Source of Truth" that empowers your team to close more deals with better insights.