A date changes in the CRM. Someone copies it to the production sheet, forwards the email and calls the crew. Miss one update and people work from different versions of the job. We connect the records around a clear source of truth, so your office can manage the work instead of copying it.
What the workflow does
- Choose the system that owns each piece of information.
- Match records using stable identifiers.
- Move only the fields and files the next step needs.
- Check the destination and route uncertain matches for review.
Keep ownership of the build.
We set up the agreed tools in accounts your business controls. You own the delivered workflows and configuration, and pay providers directly for subscriptions and usage. Ongoing GoodHandoff support is optional.
What your team gets
- Field mapping and ownership rules
- A scoped integration between agreed systems
- Duplicate protection and exception handling
- Documentation covering access, recovery, and ongoing ownership
Where this project starts and stops
We start with a defined direction of travel and a limited set of fields. Full CRM migrations, broad two-way synchronization, historical cleanup, and paid platform upgrades require separate scope.
Straightforward workflow builds start at $1,500. Budget $2,500–$5,000 for broader workflows; complex AI call handling is quoted separately. Where diagnosis is needed before a reliable quote, a $500 assessment maps the process and recommends the next step. Software subscriptions and usage are paid directly by the client.
How we know it is ready for your team
The agreed result must appear on the correct destination record. We test representative inputs, duplicate handling, and failure paths, then document who owns the workflow and how to recover from an exception.
See the process in detail.
Follow a worked example, see the decisions involved and understand what the build needs to get right.
Explore the build guide →