TLDR (Summary)
The best CRM software for developers is Plutio ($19/month).
If you're managing client projects need CRM that tracks technical context alongside business relationships. When a client emails about a feature request, you should see their technology stack, past API requirements, deployment schedules, bug history, and billing status in one view. Generic CRMs track names and emails but don't connect to the technical and project context that defines development work.
Plutio connects client profiles to development projects, feature lists, time tracking, and invoicing. Technical specifications attach to client records. Feature requests link to sprint history. Deployment dates appear alongside billing records. When a returning client asks about their authentication setup from six months ago, the complete context is immediately accessible instead of scattered across Notion, Slack, and email archives.
According to Salesforce research, 82% of companies track customer interactions but only 32% connect that data to project the work. Developers lose hours reconstructing context that should be instantly available.
For additional strategies, read our client onboarding guide.
What is CRM software for developers?
CRM software for developers is software that tracks client relationships across technical requirements, project delivery, and billing while keeping all communication history, feature requests, and deployment records searchable in one place.
The distinction matters: generic contact databases store names and emails, sales CRMs track leads through pipelines, but developer CRM tracks the ongoing technical relationship including API specifications, feature requests, bug reports, deployment schedules, sprint history, and billing records. Developer-focused CRM connects client information to the technical and project context that defines every conversation.
What developer CRM actually does
Core functions include storing client contact information with technical context fields like technology stack and hosting environment, tracking communication history across email, Slack, and project discussions, logging feature requests with status and sprint assignments, maintaining deployment schedules and release history per client, connecting time tracked to specific clients and projects for accurate billing, generating invoices from completed work, and maintaining a searchable record of every technical decision and interaction.
When a client emails asking "what did we decide about the caching strategy?" the answer should be in their profile, not buried in a Slack thread from three weeks ago.
Sales CRM vs developer CRM
Sales CRMs like HubSpot and Pipedrive are built for closing deals. They track leads through stages like contacted, qualified, proposal sent, negotiation, closed. The relationship ends when the deal closes. Developer CRM is where the relationship begins. After a $25,000 web application project closes in a sales CRM, a developer CRM tracks the actual work: technical requirements gathering, sprint planning, feature development, bug fixing, deployment, client communication during development, billing milestones, and the relationship that continues across multiple projects over months or years.
Sales teams measure conversion rates and deal velocity. Developers measure project delivery, client satisfaction, repeat business rates, and relationship revenue over time.
What makes developer CRM different
Developers face unique client scenarios that generic CRMs don't address. Technical requirements evolve during projects as clients understand what's actually possible. Clients who can't evaluate code quality directly need visibility into progress and deployment status. Relationships span multiple projects where past technical decisions inform future work. Without CRM that tracks this technical and project context, every returning client feels like starting over.
A typical developer client relationship: initial project builds the MVP, second project adds features based on user feedback, third project migrates to better hosting, ongoing maintenance retainer for bug fixes. Each phase builds on previous technical decisions. Generic CRM tracks that these projects happened. Developer CRM tracks what was built, what technologies were used, what problems were solved, and what the client's infrastructure looks like now.
When CRM connects to projects, feature lists, time tracking, and invoicing, client relationships become assets that appreciate over time instead of context that resets with each new project.
Why developers need CRM software
Developers who grow beyond occasional projects face a compounding problem: client context scatters across Notion documents, Slack threads, email archives, project boards, and memory, making every returning client conversation start from partial information instead of complete history.
With one or two clients, technical context stays in memory. With five active clients and ten previous clients who might return, context gets lost. When a client from six months ago emails about adding a feature, the questions multiply: What did you build for them? What framework did you use? What API decisions did you make? What did you charge last time? Where are the deployment credentials? The answers exist somewhere, but finding them takes 30 minutes of searching through multiple tools.
The technical context problem
According to research, developers spend 31 hours. For freelance developers, a significant portion of that search time goes to reconstructing client context that should be instantly accessible. What technologies does this client use? What did their authentication setup look like? Did they have specific API requirements? Without CRM that stores this technical context, every client conversation starts with "let me look that up."
One developer reported spending 45 minutes searching through Notion, GitHub commits, and Slack to answer a client's question about what caching strategy was implemented. The information existed but was scattered across four different places with no central index.
The feature request tracking problem
Clients send feature requests through email, Slack, project management comments, and calls. You track active work in tools like Linear or Jira but don't have a system for tracking requested features that haven't been scheduled yet. Feature requests get lost in email archives. Clients ask "what happened to the dark mode feature I requested?" and developers have no quick way to check what was promised or when.
Without centralized feature request tracking connected to client records, promises get forgotten, priorities get confused, and clients feel unheard even when the work was delayed, not dismissed.
The deployment and sprint history problem
Developers need to know: When was this client's last deployment? What sprint are they currently on? What was delivered in the previous phase? What bugs came up after launch? Complete project history should inform every conversation but typically requires checking multiple sources: GitHub for deployment dates, Linear for sprint history, Slack for post-launch issues, and email for client feedback.
When a client asks "can we add this feature to the next sprint?" the answer requires knowing what the current sprint includes, when it ends, and what the next sprint's capacity looks like. With scattered data, answering takes longer than it should.
The billing context problem
What rate did you charge this client previously? Are they on hourly billing or fixed price? Do they have any outstanding invoices? What payment terms did you agree to? Without billing history connected to client records, pricing conversations restart from scratch with every new project. You risk undercharging out of uncertainty or creating awkward conversations by quoting different rates than before.
Developers report losing 36% admin. A significant portion of that 36% goes to searching for information that should be organized in CRM.
The repeat business problem
Acquiring new clients 5x costlier. But retention requires remembering technical preferences, past project details, and relationship nuances. When a previous client returns nine months later and you have to ask "remind me what we built for you," the relationship feels weaker than it should. Complete context makes returning clients feel valued. Partial context makes them feel forgotten.
The scaling tipping point
You hit a threshold around 8-12 total clients, active and past combined, where manual context management breaks down. Below that number, memory and scattered notes work adequately. Above it, every client conversation requires pre-meeting research to reconstruct context. The overhead that used to take 5 minutes per conversation grows to 15-30 minutes as client count increases.
Connected CRM software absorbs the context management work that would otherwise scale linearly with each client relationship. Technical specifications, feature requests, sprint history, and billing records stay organized automatically instead of requiring manual archaeology with each interaction.
CRM features developers need
The essential CRM features for developers connect client contact management with technical project context, feature tracking, sprint history, and billing records while handling the unique patterns that development work requires.
Core CRM features
- Client profiles: Store company name, primary contact, technical contact, billing contact, timezone, and preferred communication methods in organized records that grow richer over time.
- Communication timeline: Track all emails, messages, calls, and meeting notes in chronological order per client so complete conversation history is searchable and visible.
- Custom fields: Add fields specific to development work like technology stack, hosting environment, API requirements, authentication method, and deployment preferences that generic CRMs don't provide.
- Document attachments: Store technical specifications, API documentation, architecture diagrams, and deployment guides directly on client records where they're immediately accessible.
- Notes and context: Add notes from technical discussions, decisions made, problems solved, and lessons learned that inform future work with this client.
- Search: Find any client, project, conversation, or technical detail across complete history in seconds instead of searching through multiple disconnected tools.
Developer-specific features
- Project connection: Link clients to all their projects automatically so clicking a client shows every piece of work past, present, and planned. No manual cross-referencing required.
- Feature request tracking: Log client feature requests with status, priority, and sprint assignments so nothing gets lost in email archives and clients can see what's planned.
- Sprint and deployment history: Track what was delivered in each sprint, when deployments happened, what bugs came up post-launch, creating a complete project timeline per client. Industry standard shows 23% faster.
- Time tracking integration: See total time spent on each client across all projects, understand relationship revenue beyond individual project margins, identify which clients generate best returns.
- Billing and invoice history: View every invoice sent to this client with amounts, dates, payment status, and terms agreed so pricing conversations build on history instead of starting over.
- Rate history: Track what rates were quoted and charged per client over time, keeping pricing consistency and preventing awkward conversations about why rates changed.
Platform features that multiply value
- White-label branding: Custom domain, logo, colors. All client-facing communications show your development brand, not generic software.
- Client portals: Give clients branded access to their project status, deployment schedule, feature requests, and invoices so they self-serve instead of interrupting development work.
- Unified inbox: All client messages arrive in one place instead of scattered across email, Slack, and project comments.
- Automations: Create rules that trigger actions without your involvement like sending deployment notifications, requesting feedback after launches, following up on unpaid invoices.
The deciding factor for developers is integration depth. CRM software that connects with projects, feature lists, time tracking, and billing provides technical context that standalone contact managers cannot match. Every client interaction builds on complete history instead of partial memory.
CRM software pricing for developers
CRM software for developers typically costs $15-100 per month standalone, with integrated platforms combining CRM, project management, time tracking, and invoicing at $19-199 per month providing complete functionality without tool switching.
What developers typically pay for CRM tools
- HubSpot: Free for basic CRM, $45-100/month for features developers need like custom fields and automation. Sales-focused without technical project connection.
- Pipedrive: $14.90-99/month per user. Deal pipeline focus doesn't match ongoing developer-client relationships. No project or time tracking integration.
- Copper: $29-134/month per user. Gmail integration is strong but lacks developer-specific features like sprint tracking and technical specifications.
- Salesforce: $25-300/month per user. Enterprise complexity and sales focus. Requires significant customization to match developer workflows.
Sales-focused CRMs track leads and deals. After the deal closes, developers still need project management ($8-16/user for tools like Asana or Monday), time tracking ($10-30/month for Harvest or Toggl), invoicing ($17-55/month for FreshBooks or Wave), and contracts ($10-25/month for DocuSign or HelloSign). Combined stack costs $70-200/month with no connection between client records and actual development work.
Plutio pricing (January 2026)
- Core: $19/month: Unlimited CRM with client profiles, communication tracking, projects, tasks, time tracking, proposals, contracts, and invoicing. Everything connected to client records. No per-user fees for solo developers.
- Pro: $49/month: Unlimited clients and projects, 30 contributors for team members or contractors, advanced permissions to control who sees what, priority support.
- Max: $199/month: Unlimited team members, white-label with custom domain and complete branding removal, single sign-on for enterprise clients, advanced API access.
All plans include CRM, projects, time tracking, invoicing, proposals, contracts, client portals, and mobile apps. No feature tiers that force upgrades to access basic functionality.
The ROI calculation for developers
- Tool consolidation: Replacing HubSpot ($45/month), Asana ($10/user), Harvest ($12/month), and FreshBooks ($17/month) saves $65-85/month or $780-1,020/year while gaining connection between all systems.
- Time savings: Connected CRM eliminates searching across tools for client context. Developers report saving 3-5 hours per week on administrative coordination, worth $300-750/week at typical developer rates of $100-150/hour.
- Repeat business increase: Better client context and relationship management increases repeat project rates. One additional $5,000 project per year from improved retention pays for Plutio for 31 months on the Pro plan.
- Billing accuracy: Connected time tracking and invoicing captures hours that get forgotten in manual systems. Developers report 10-15% revenue increase from billing all worked hours.
CRM ROI for developers comes through relationship value, not just subscription savings. When technical context, project history, and billing records connect automatically, relationships strengthen, repeat business increases, and billing captures work that scattered systems lose.
Why Plutio is the best CRM for developers
Plutio handles CRM as part of a complete platform where client profiles connect to development projects, feature requests, sprint history, time tracking, and invoicing rather than as a separate contact database that needs manual connection to actual work.
Client profiles show complete technical context
Every client record shows their complete relationship in one view: projects completed with links to the work, active projects with current sprint status, feature requests logged with priorities and assignments, deployment history with dates and versions, time tracked across all work for revenue visibility, invoices sent with amounts and payment status, contracts signed with terms accessible instantly, communication history in chronological timeline, and technical specifications stored as custom fields or attached documents. When a client emails about their authentication setup, the answer is in their profile alongside project history, contracts, and invoices for that relationship.
Projects auto-link to clients
Create a project for a client and the connection happens automatically. The project appears on the client's profile. The client information appears in the project. No manual linking or tagging required. When working in a project, you see who the client is with one click accessing their complete context. When viewing a client, you see all their projects past and present without searching.
Feature requests track with context
Client asks for dark mode support in an email. Add it as a feature request on their profile. The request stays visible and searchable. Assign it to a sprint when ready. Mark it complete when shipped. The client can see feature status through their portal without asking for updates. Nothing gets lost in email archives. Common developer frustration: client asks "what happened to that feature I mentioned?" and you can't fast check what was requested or when. With connected feature tracking, the answer is instant.
Sprint and deployment history stays accessible
Mark project phases as complete and deployment dates attach to the timeline. Six months later when the client asks "when did we launch the dashboard feature?" the date is in their profile. No searching through git logs or trying to remember. The complete development timeline per client stays organized automatically.
Time tracking connects to client revenue
Track time on project tasks and the hours connect to client records automatically. See total time spent on each client across all projects. Understand which clients are profitable beyond individual project margins. Some clients might look profitable on paper but consume extra time in communication and revisions. Connected time tracking reveals actual relationship revenue.
Billing history informs pricing conversations
Client returns for a new project. Open their profile and see exactly what you charged last time, what payment terms were agreed, and whether they pay invoices promptly. Pricing conversations build on history instead of starting from scratch. No risk of quoting different rates than before and creating awkward conversations.
Client portals provide self-service visibility
Give clients portal access to their project status, feature requests, deployment schedule, invoices, and contracts. Questions that normally interrupt development work become self-service. "When is the next deployment?" Check your portal. "What features are scheduled for next sprint?" Check your portal. "Where is the invoice from last month?" Check your portal. Developers using portals report 40-50% reduction in status inquiry messages.
Communication stays centralized
All messages with a client appear in their profile timeline. Email conversations, project comments, meeting notes, and direct messages in one chronological feed. When a client references "that thing we discussed last month" you scroll through their timeline instead of searching across email, Slack, and project tools.
Custom fields store technical specifications
Add custom fields for technology stack, hosting provider, deployment method, API version, authentication approach, database type, and any other technical details that define this client's infrastructure. Generic CRMs force this information into notes. Developer CRM makes technical context structured and searchable.
Proposals become projects automatically
Send a proposal with project scope and milestones. When the client accepts, Plutio creates the project with tasks from the scope and links it to the client record. The signed contract attaches to their profile. The payment schedule sets up invoicing milestones. No manual setup work. The proposal you sent becomes the project you work on without re-entering information.
Invoicing connects to delivered work
Complete a project milestone. Generate an invoice with line items matching the work. The invoice links to the client record and project. Payment status is visible on the client profile. No copying information from time tracking to invoicing software. The work you tracked becomes the invoice you send without manual reconciliation.
White-label everything
Use your own domain. Upload your logo, set your brand colors and typography. Every client-facing touchpoint from proposals to portals to invoices shows your development brand. Clients experience professional consistency. For agencies and consultancies, Max plan offers complete white-labeling where Plutio branding disappears entirely.
Mobile access for on-the-go context
iOS and Android apps provide full functionality. Client calls during commute. Pull up their profile on mobile and see complete history, current project status, and billing context. Add notes from the call. Check feature requests. Update project status. Everything syncs instantly with web platform.
Everything runs from one app with your branding, your workflow logic, and complete connection between client relationships and the technical work that defines them. CRM becomes the hub that connects all parts of your development business rather than a separate contact list that requires manual cross-referencing.
How to set up CRM in Plutio
Setting up CRM in Plutio takes 1-2 hours for initial configuration including importing existing clients and creating custom fields, then 5-10 minutes per new client after templates and workflow are in place.
Step 1: Configure custom fields (20 mins)
Add fields specific to your development practice before importing clients so the structure is ready. Recommended custom fields for developers include technology stack with options like React, Vue, Node, Python, Ruby, hosting environment with options like AWS, Heroku, DigitalOcean, Vercel, authentication method with options like JWT, OAuth, session-based, database type with options like PostgreSQL, MySQL, MongoDB, preferred communication channel with options like email, Slack, phone, project type preference with options like web apps, mobile apps, APIs, maintenance, and billing structure with options like hourly, fixed price, retainer, milestone-based.
These fields make client context instantly visible. Open a client profile and immediately see they're a Node/React shop on AWS with PostgreSQL who prefer Slack communication and hourly billing. No searching through notes.
Step 2: Import existing clients (30 mins)
Export client list from your current system or compile from email, project records, and invoices. Create a CSV with columns for company name, contact name, email, phone, and any other standard information. Import via CSV to Plutio. Map columns to appropriate fields. Plutio suggests mappings for common fields like name and email automatically. Review imported clients for accuracy. For 20-50 existing clients, import takes 20-30 minutes including data preparation.
Step 3: Enrich key client records (30 mins)
For your most important clients, add additional context manually. Fill in custom fields with their technology preferences. Add notes summarizing relationship history and previous projects. Attach any technical documentation or specifications. Upload past contracts if accessible. The enriched context creates immediate value when these clients contact you next. Over time, enrich all client records as you interact with them.
Step 4: Link existing projects (20 mins)
If you have active projects in Plutio or are importing project data, link projects to their respective clients. The connection makes project context immediately accessible from client profiles and client context visible from projects. For future projects, this connection happens automatically when you create projects from proposals or manually assign clients during project creation.
Step 5: Configure client portal (15 mins)
Set up portal branding with your logo and colors. Decide what clients can access through portals by default: project status, feature requests, invoices, contracts, communication history. You can customize visibility per client later. Create portal invitation email template. Test portal login to verify everything works as expected before inviting real clients.
Step 6: Build ongoing habits
CRM value grows with consistent use over time. After client calls or meetings, spend 2-3 minutes adding notes to their profile. When clients request features via email or Slack, add the request to their profile so it's tracked. Update custom fields as you learn more about their infrastructure and preferences. The discipline of capturing context pays compound returns as relationships extend over months and years.
Common setup mistakes to avoid
- Over-customizing too early: Start with essential fields and add more as patterns emerge from actual use. Too many unused custom fields create clutter.
- Skipping imports: Starting with existing clients provides immediate value instead of building from zero. Even partial client data is better than starting empty.
- Ignoring portals: Client portal setup during initial configuration makes it easy to give clients access later. Developers who let portals report significant reduction in status inquiry volume.
- Not linking projects: The connection between clients and projects is where CRM value compounds. Make sure projects link to clients from the start.
CRM setup is front-loaded work that pays back on every future client interaction. The time you invest organizing client context during setup saves multiples of that time across dozens of future conversations where context is instantly accessible instead of requiring archaeology.
CRM organization for developers
Organizing CRM creates clarity about relationship status, project pipeline, and billing health while enabling efficient workflow from inquiry through delivery.
Client categorization for developers
- Active project clients: Currently under contract with work in progress. These clients need regular attention and communication.
- Retainer clients: Ongoing maintenance or support agreements. These relationships need consistent monthly touchpoints and hour tracking against allocations.
- Between projects: Previous clients with successful project history who might return for future work. These relationships need periodic check-ins to stay warm.
- Prospects: Potential clients who have inquired but not signed. These contacts need nurturing to convert to active projects.
- Dormant: Previous clients unlikely to return based on project outcome or relationship quality. Keep records for reference but don't invest ongoing attention.
Relationship stages
- Inquiry: Initial contact received, needs response and qualification
- Discovery: Technical requirements being gathered, scope being defined
- Proposal sent: Waiting for client decision on proposal
- Active project: Under contract, work in progress
- Delivered: Project complete, in feedback or warranty period
- Relationship maintenance: Project complete, relationship being maintained for future work
Information to track
- Technical specifications: technology stack, hosting, database, APIs used
- Deployment history: what was delivered and when
- Feature requests: what clients have asked for with priorities
- Communication preferences: email, Slack, calls, meeting frequency
- Billing preferences: hourly, fixed price, milestones, payment terms
- Rate history: what was quoted and charged previously
- Project revenue: actual time spent versus budget or revenue
- Relationship notes: lessons learned, challenges faced, what performs well
Proven methods
- Update client records immediately after calls or meetings while details are fresh
- Add feature requests to client profiles when mentioned in any channel
- Track deployment dates so project history is searchable
- Review dormant client list quarterly to identify reconnection opportunities
- Use client categorization to prioritize attention on highest-value relationships
- Check billing health dashboard weekly to catch overdue invoices early
Organized CRM enables strategic relationship management. You can see which clients are most profitable, which relationships need attention, and which prospects are closest to converting. Structure serves decision-making instead of just recording history.
Client portals for developers: CRM connection
Client portals connect CRM data to client-facing access, creating smooth self-service experience for project status, feature requests, deployment schedules, and billing information.
Portal as relationship hub
Clients access their complete relationship through branded portals. Projects with current status and timeline in one place. Feature requests with priorities and sprint assignments. Deployment history with dates and versions. Invoices with payment options. Contracts accessible for reference. Everything organized by the CRM structure you maintain internally. What you track in client profiles, clients see in their portals with appropriate visibility controls.
Consistent experience
Portal presentation reflects the organized CRM structure. Professional, consistent client experience across all interactions. Clients don't experience your work through scattered emails, GitHub repositories, and random file sharing links. They experience a cohesive branded hub where everything about their relationship with you is accessible and organized.
Self-service access
Clients find their own project status, deployment schedules, and billing history. Questions that normally interrupt development work become self-service. "What features are in the next sprint?" Check your portal. "When was the last deployment?" Check your portal. "Do I have any outstanding invoices?" Check your portal. CRM organization enables client self-service without administrative burden on your end.
Two-way visibility
Portal interactions feed back into CRM. Client views a project update, that activity appears in their timeline. Client messages through portal, the message appears in their communication history. Client submits a feature request through portal, it logs in their profile with timestamp and description. Complete picture from both perspectives with all activity flowing into the central CRM record.
Relationship continuity across contacts
Client organizations change personnel over time. Technical contact leaves, new developer takes over. Portal access maintains relationship continuity. New contact logs in and sees complete project history, technical decisions made, deployment timeline, and billing records. No lengthy handoff meetings required. The organizational memory lives in the portal accessible to whoever needs it.
Portals make CRM client-facing. Internal organization you maintain about relationships translates directly to external experience clients have. Relationship context benefits both parties instead of living only in your systems.
How to migrate CRM to Plutio
Migration from HubSpot, Pipedrive, spreadsheets, or scattered systems typically takes 2-4 hours of active work including export, data cleaning, import, and enrichment, with immediate workflow benefits from connected platform.
Step 1: Export from current tool
Most CRM tools provide CSV export. Export instructions for common platforms:
- HubSpot: Contacts → Actions → Export. Select all properties or choose specific fields. Download CSV.
- Pipedrive: Contacts → More → Export data. Choose CSV format with all fields. Download.
- Spreadsheets: If using Google Sheets or Excel for client tracking, download as CSV. make sure one row per client with consistent column headers.
- Scattered systems: Compile client list from invoices, project records, email contacts, and memory. Basic information is enough to start: company name, contact name, email. Enrich records over time.
Step 2: Clean and prepare data (30-60 mins)
Before importing to Plutio, clean exported data for consistency. Remove duplicate entries where same client appears multiple times. Standardize company names so "Acme Inc" and "Acme Inc." become one entry. Verify email addresses are valid and formatted correctly. combine multiple contacts per organization or plan to import them separately. Add column for any custom fields you created during Plutio setup.
Well-cleaned data imports smoothly. Messy data creates duplicate records and inconsistencies requiring manual cleanup afterward. Investing 30-60 minutes in data preparation saves hours of manual fixing later.
Step 3: Import to Plutio (15-30 mins)
Upload CSV to Plutio import tool. Map CSV columns to Plutio fields: company name to company name, contact name to primary contact, email to email address, phone to phone number. Map any custom fields you created. Review mapping to verify accuracy. Import and wait for processing. For 50-100 clients, import takes 2-5 minutes. Review imported clients to verify accuracy and check for any obvious errors.
Step 4: Link projects and invoices (30-60 mins)
If you have existing projects in Plutio or are importing project data, connect projects to their respective clients. Link past invoices to client records so billing history is immediately visible. These connections make client profiles immediately useful instead of just being contact cards. The effort here pays back the first time you need to check what you charged a client previously or what project you completed for them.
Step 5: Enrich records progressively
Don't try to perfect every client record during migration. Enrich top 5-10 clients with detailed history, technical specifications, and notes. For remaining clients, add context progressively as you interact with them. Client emails about a project. Spend 5 minutes updating their profile with relevant history while it's fresh. Over 2-3 months, all active client records become rich with context without requiring massive upfront time investment.
Step 6: Set up portal access
Configure portal branding and settings. Invite active project clients to their portals first so they can start accessing project status and invoices immediately. Invite retainer and between-project clients afterward. Portal adoption happens progressively as clients interact with your development business.
What about conversation history?
Historical emails and messages typically don't migrate automatically. For key clients, consider adding summary notes capturing important history: major projects completed, technical decisions made, challenges overcome, relationship dynamics. The summary gives context without requiring full message history migration. Going forward, all new communications track automatically in Plutio.
Common migration pitfalls to avoid
- Trying to migrate everything perfectly: Focus on client contact information and key relationship data. Enrich over time rather than delaying migration for perfect completeness.
- Not cleaning data first: Importing messy data creates duplicate records and manual cleanup work afterward. Clean first, import once.
- Skipping project linking: Connecting clients to their projects is where integrated platform value becomes real. Make the connections during migration.
- Ignoring custom fields: Technical specifications in custom fields make client context immediately visible. Set up fields before import so data has proper structure.
The investment in migration pays back through connected workflow. CRM data that connects to projects, time tracking, and invoicing provides relationship context that makes every future client interaction faster and more informed than scattered systems ever allowed.
