Mike AndesFounder, Augusta Lawn Care and Homeworks · Founder of Homeworks and Augusta Lawn Care

Switching CRM Software? How to Move Years of Customer Data

16 Oct 2026 · 1 min

Watch on YouTube

1:14

In this promotional video, Mike Andes explains why companies hesitate to switch CRMs despite growing frustrations: years of embedded customer data, notes, pricing history, and custom workflows make migration feel like a six‑month headache. He positions HomeWorks as the solution, offering a no‑cost data import and a five‑day live implementation program that replaces static help articles and chatbots. Andes highlights that HomeWorks is built as an open platform with MCP and API access, allowing businesses to create custom dashboards, automations, or internal applications without waiting on the vendor’s roadmap. To further reduce switching pain, he promotes a 4‑digit onboarding code and a bonus month of free service for teams that complete onboarding within 30 days, urging viewers to click the link and let HomeWorks handle the migration.

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The better your current CRM is embedded into your company, the harder it feels to leave when the software stops keeping up. That's the trap. You might have 5 years of customers in there, tens of thousands of notes, your pricing, history with the customers, and workflows are already built out. Your team knows where everything is at. So even when you're frustrated with the software, switching feels like creating 6 months of headaches. I understand that. It's a pain in the neck. So when established companies move to HomeWorks, we do the data import for them at no additional cost, and then we put their team through 5 days of live implementation calls so they can learn the system with real people— not a help article, not a chatbot. We've also built HomeWorks as an open platform. You get MCP and API access, so the next time your company needs a custom dashboard, an automation, or an internal application, You have the ability to build it instead of waiting years for your CRM vendor to decide whether it belongs on their roadmap. Click below to get the 4-digit code. If you finish your onboarding during the first 30 days, we'll give you another month completely free. If the pain of switching has kept you stuck, click below and let us take as much of that pain off your plate as possible.