CRM Migration · Follow Up Boss → CloseBoss
Switching from Follow Up Boss to CloseBoss AI
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.
Why agents are leaving Follow Up Boss
Built for teams, sold to solo agents
FUB's roles, ISA queues, and lead-router rules are designed for a team of inside sales agents dialing a lead pool — not a solo agent juggling showings, calls, and texts from their phone.
AI is bolted on, not native
AI features are sold as integrations (Aiva, Conversion Monster, etc.) — extra subscriptions stacked on top. CloseBoss's AI follow-up, voice AI, and Deal Coach are native and included on every paid plan.
Costs balloon at the features that matter
The advertised $69/mo entry tier is the starting point. Add the dialer, AI integrations, and meaningful seat counts and you're looking at $300–$1,000+ / mo — without owning the AI.
Migration is the right time to upgrade, not lateral-move
Switching from FUB usually means more features for less money. Solo agents who switch to CloseBoss typically cut their CRM spend by 60–80% while gaining AI follow-up, voice AI, and missed-call recovery.
Where CloseBoss wins
Follow Up Boss: $69–$1,000+ / mo · CloseBoss: $79 / mo starting · See the full table on the comparison page.
| Feature | Follow Up Boss | CloseBoss |
|---|---|---|
| Native AI SMS responder | Third-party integration ($) | Native, every plan |
| Native AI email responder | Not available natively | Yes, autonomous reply |
| Voice AI for inbound calls | Not available | Native + public test-drive |
| Solo-agent pricing | $69–$1,000+ / mo | $79 / mo starting |
| AI Coaching with peer benchmarks | Not available | Yes, included on every paid plan |
How to migrate yourself — in under an hour
Most agents migrate in a single sitting. If you'd rather have us do it for you, skip to concierge migration.
Export your contacts as CSV from Follow Up Boss. Most CRMs put this under Settings → Data → Export.
Export any active sequences / drips / templates as text or PDF — drip-campaign logic doesn't port cleanly between CRMs, but your copy does.
Sign up for CloseBoss AI at /start-free. Free plan, no credit card.
In CloseBoss, open Contacts → Add → Upload CSV and choose the file. Pick your old CRM from the list (or Auto-detect) and the columns map themselves; check Name / Email / Phone / Source / Notes before you go on.
Choose what happens to contacts you already have (matched on email, phone or address): skip them, merge into the existing contact, or create anyway. Preview the rows, then import — the summary shows how many were added, merged and skipped.
Optional: enable concierge migration (link below) and we'll do the import + sequence rebuild for you.
We'll move your data for you.
For agents migrating from Follow Up Boss, we'll personally import your contacts, rebuild your most-used sequences, and cut you over to CloseBoss within 5 business days. Free with a 3-month commitment to any paid plan.
Data import + dedupe
We pull your contacts, deals, and notes into CloseBoss — duplicates merged, custom fields preserved.
Sequence rebuild
Your three most-used drip sequences re-implemented in CloseBoss's template library with your copy + cadence.
30-min onboarding call
Live walkthrough of your workspace, AI follow-up policy, and missed-call settings — so you're live the same day.
5-business-day guarantee
If we can't get you live within 5 business days, you keep the 300 welcome credits every new account gets regardless.
Frequently asked questions
Will I lose my contact history?
Your contacts come across: name, email, phone, address, area, budget, beds and baths, source, tags and notes, each mapped from your CSV's columns. Other custom columns aren't imported yet, so copy anything important into the notes column before you upload. Conversation history (texts, call recordings) doesn't move between CRMs — that's an industry limitation, not a CloseBoss one.
How long does a migration take?
Self-serve migrations run 30–60 minutes for ~1,000 contacts. With concierge migration (we do it for you) most agents are fully cut over in 2–3 business days, including rebuilding any drip sequences in CloseBoss's template library.
Can I run both CRMs in parallel during the switch?
Yes. Most agents run parallel for 1–2 weeks. Just disable AI auto-send on the old CRM so leads don't get double-messaged, and route new inbound to CloseBoss while you wrap up active deals in the old system.
What's the catch with the concierge migration?
Free for agents migrating from LionDesk, Follow Up Boss, kvCORE, Lofty, BoomTown, or Sierra Interactive through 2026. You commit to 3 months on any paid CloseBoss plan; we commit to a working migration within 5 business days, or you keep the 300 welcome credits every new account gets regardless.
Looking at another CRM? See all migration guides
