CRM Migration
Switching CRMs? We'll do the heavy lifting.
Migration guides for the most common CRMs solo agents leave — with a free concierge migration through 2026 for agents moving from LionDesk, Follow Up Boss, or kvCORE.
Pick your current CRM
- $25–$83 / mo
Switch from LionDesk
LionDesk is shutting down. We'll move your contacts, rebuild your sequences, and get you live on a CRM with real AI follow-up — in under a week.
Time-sensitive
Read the migration guide → - $69–$1,000+ / mo
Switch from Follow Up Boss
If you're a solo agent paying enterprise prices for a team-of-50 feature set you'll never touch, the math doesn't work. Move to a CRM priced for solo P&Ls — with native AI follow-up instead of bolt-on add-ons.
Read the migration guide → - $499+ / mo
Switch from Lofty
Lofty's marketing leans hard on “agentic AI” but the in-product reality is uneven — and the bill is enterprise-tier. Move to a CRM with the same AI promise actually shipped, at solo-agent pricing.
Read the migration guide → - $1,500+ / mo
Switch from BoomTown
BoomTown is excellent for a 20-agent brokerage with a dedicated CRM admin. If you're a solo agent or small team running your own book, you're paying for a Cadillac to drive to the grocery store. Switch to a CRM priced for solo P&Ls with the same AI follow-up speed.
Read the migration guide → - $500+ / mo
Switch from Sierra Interactive
Sierra has the best IDX site in the category — and the weakest mobile experience. If your day happens off your laptop, you're fighting the product. Switch to a CRM where the mobile and AI surfaces are the main product, not an afterthought.
Read the migration guide → - $499+ / mo
Switch from kvCORE
kvCORE is overkill for solo agents — and brokerage-funded plans evaporate when you leave or your brokerage drops the contract. Build your own CRM stack at solo-agent prices, with the AI features kvCORE adds as expensive bolt-ons.
Read the migration guide →
Don't see your current CRM? Tell us what you're leaving — we'll help regardless.
How the concierge migration works
- Tell us what you're leaving. Submit the concierge form with your current CRM and approximate contact count. We'll reply within 1 business day.
- We export + import for you. Duplicates merged, custom fields preserved, source attribution kept intact.
- We rebuild your sequences. Your three most-used drips re-created in CloseBoss's template library with your copy + cadence.
- 30-minute onboarding call. Live walkthrough of your workspace, AI follow-up policy, and missed-call settings.
- 5-business-day guarantee. If we can't get you live within 5 business days, your first 3 months on Pro tier are free.
