Start with what matters
Before you move anything, list what your business actually runs on. For most teams that is four things: contacts, pipelines and the deals in them, workflows, and the history of what happened with each contact.
Get your data out
Most CRMs, including HighLevel, HubSpot, Keap and Pipedrive, let you export contacts and deals. Workflows and history are harder to move by hand, which is where most switches stall.
Run both side by side
Do not switch off the old tool on day one. Keep it running while the new one is set up and checked, so clients never notice the change.
Cut over when you are ready
Once your team is working in the new CRM and nothing is missing, move your forms, numbers and domains across and close the old account.
With RevGrow, we do the moving
Migration to RevGrow is free. We map your data, then move your contacts, pipelines, workflows and history for you. You keep your old tool running until you are ready to switch.