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

Switching CRMs? What Happens to Your Customer Data?

16 Oct 2026 · 1 min

Watch on YouTube

1:21

In this promotional video, Mike Andes explains why companies hesitate to leave an entrenched CRM—because of years of customer data, notes, pricing history, and built‑out workflows. He positions HomeWorks as a solution, offering free data import and a five‑day live implementation program to ease the transition. Andes highlights HomeWorks’ open platform, providing MCP and API access so businesses can create custom dashboards, automations, or internal apps without waiting on the vendor’s roadmap. He concludes with a limited‑time offer: a four‑digit promo code for a free first month, plus an additional free month if onboarding is completed within 30 days, urging viewers to click and let HomeWorks handle the migration pain.

Chapters

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. Use it when you sign up and get your first month completely free. Now, if you finish your onboarding during the first 30 days, we're going to give you another month for 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. If you finish your onboarding during the first 30 days, we'll give you another month completely free.