The situation
Client relationships were split across three systems: a CRM for the sales relationship, a project tool for delivery, and a separate signing tool for contracts. Every client existed as three disconnected records that never fully agreed with each other.
What changed
The team migrated their entire client roster — contacts, deals, and active projects — into Crittiks in a single afternoon, using the built-in migration tool’s preview-before-you-commit process. Contracts now get sent for signature directly from the deal they belong to.
The result
One login instead of three. Every client’s sales history, project status, and signed agreements live on the same record, visible to anyone on the team who needs it.
“We migrated our whole client roster in an afternoon. One login instead of three, and every client’s history actually connects now.”

