Onboarding is the overall process of migrating data from your previous system to our new Engage CRM. This typically includes the following activities:

  • Data assessment
  • Cleansing of data
  • Data validation
  • Data migration
  • System configuration
  • Website integration
  • Other integrations
  • Training

Currently the onboarding process is done by our in-house team, though we hope to also utilise specialist partners in the future.

In cases where there is no data to import, then the onboarding process is much smoother and cost effective as it primarily entails system configuration and integrations.

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For more information on our onboarding process