Migration
Your contacts, pipelines, automations, and sub-accounts come with you — and your clients never see a thing change except your own brand.
Switching CRMs sounds scary because most migrations are. The fear isn't the new tool — it's the day your clients log in to a half-broken account with someone else's logo on it.
So we don't hand you a CSV importer and wish you luck. On Agency and Scale, we run the migration with you on a call: we map your data one-to-one, load a staging copy you sign off on, and only then flip it live — with no client-facing downtime.
What comes over
Every contact, custom field, opportunity, and pipeline stage — mapped one-to-one so nothing lands in the wrong column.
Your automations, triggers, and booking calendars come across so your follow-up keeps running without a rebuild.
Each client sub-account and its conversation history transfers intact — under your brand, on your domain.
The process
Contacts, pipelines, calendars, automations.
app.youragency.com, ready to receive.
Fields, stages, and sub-accounts aligned.
You verify everything before clients do.
Live under your brand, zero downtime.
Migration questions
No. We load and verify everything on a staging copy first, then cut over. Your clients keep using their account and simply see your brand — there's no maintenance window in front of them.
Most agencies are fully migrated within a day or two of the kickoff call, depending on the number of sub-accounts and the size of your data. Simple books of business go same-day.
You'll register your sending on SaaSias the same way you do today. We walk you through brand and campaign registration during the migration so SMS stays compliant from day one.
That's exactly what the staging dry-run is for. We surface anything ambiguous, fix the mapping with you, and re-run — you only go live once you've signed off.
No. Concierge migration is included on Agency and Scale. The first 10 agencies also get a dedicated setup call on top of it.
White-glove migration
Book a 20-minute call. We'll scope your data, set up your white-label, and plan the cutover — no surprises, no downtime.
Book a setup call ›