CRM Migration · Sierra Interactive → CloseBoss
Switching from Sierra Interactive to CloseBoss AI
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.
Why agents are leaving Sierra Interactive
Weak mobile experience
Sierra's mobile companion app trails the desktop substantially. If your actual job happens between showings, that's a daily friction tax.
SMS automation requires third-party integrations
Sierra punts SMS to add-ons (Twilio, third-party tools you wire yourself). CloseBoss ships A2P-registered SMS native, with AI replies and missed-call text-back included.
Pre-AI architecture, retrofitted
Sierra was built before AI follow-up was table stakes. The features exist but feel grafted on; the rest of the CRM hasn't been reimagined around the AI loop.
Setup-heavy action plans
Sierra's Action Plans are powerful but require real configuration time. CloseBoss's defaults are designed to work day-one with copy you'd actually send.
Where CloseBoss wins
Sierra Interactive: $500+ / mo · CloseBoss: $79 / mo starting · See the full table on the comparison page.
| Feature | Sierra Interactive | CloseBoss |
|---|---|---|
| Native SMS pipeline (A2P 10DLC) | Third-party integration | Native, every plan |
| Mobile-first workflow | Desktop-first, mobile companion lags | Mobile parity — same surface, one tap away |
| AI follow-up + missed-call recovery | Add-on or third-party | Native on every plan |
| Voice AI for inbound calls | Not available | Native + public test-drive |
| Time to first lead handled | Days of action-plan setup | Same afternoon |
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 Sierra Interactive. 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 Sierra Interactive, 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
