Make the Switch With Ease

We will help you move over your current set up to Whoa CRM at no added charge.

Schedule Your Switch

The Process

Step 1: Schedule a time with our team. During this meeting, we’ll learn about your current set up and lay out a plan to compile and share all the data.

Step 2: We’ll take all the data and load it up into Whoa CRM in a way specific to how your team works.

Step 3: We’ll then schedule a meeting with you and your team members to train everyone on how it works and get feedback.

The entire process will take approximately 2 weeks. 

The level of efficiency that WHOA CRM has introduced to our internal processes is amazing. Our YMCA has undoubtedly benefited from this system, allowing us to allocate more time and resources to our core mission of serving the community. I would recommend WHOA CRM to organizations seeking to optimize their internal communication and management practices.

- Trenten Kawas, Engagement Director at the YMCA of Northwest Florida

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