Are you looking to switch your CRM from Follow Up Boss to GoHighLevel (GHL) but worried about data loss, manual effort, or broken workflows? You’re not alone. Many real estate professionals, digital marketers, and small businesses are making the move to GoHighLevel thanks to its all-in-one automation capabilities. However, migrating your data, contacts, notes, and automations from Follow Up Boss can be a daunting task unless you have expert help.
That’s where VA Matters comes in. We offer a seamless, secure, and efficient Follow Up Boss to GHL migration service, tailored to your unique business needs.
Follow Up Boss is a robust CRM, especially popular among real estate professionals. However, as your business grows, you may find that it lacks advanced automation, unified communication tools, or integrated marketing funnels.
On the other hand, GoHighLevel (GHL) offers a complete suite of tools, including:
Sales pipeline management
Landing pages and funnels
White-labeling options
Calendar and appointment booking
Marketing and reputation management tools
No wonder so many businesses are looking for reliable CRM migration from Follow Up Boss to GHL.
Before you jump into the migration process, it’s essential to understand the complexities involved:
Data integrity: You risk losing valuable data like notes, call logs, or pipeline stages if not handled correctly.
Formatting issues: Contact details and tags may not align one-to-one between platforms.
Manual effort: Exporting and importing data can be time-consuming and prone to human error.
Automations & triggers: These are not directly transferrable and need to be rebuilt in GoHighLevel.
That’s why professional help is key. With our Follow Up Boss to GHL migration service, you can sit back while we handle everything for you.
At VA Matters, we offer a full-stack migration service that ensures your business doesn’t skip a beat. Here’s what’s included in our GHL migration services:
We begin by exporting all critical data from Follow Up Boss, including:
Contacts and leads
Notes and call logs
Tags and custom fields
Pipeline stages
Appointments and tasks
Deal history
Our experts use the best CRM data migration tools to ensure 100% accuracy and completeness.
Before importing into GoHighLevel, we clean and format your data to match GHL’s structure. This step ensures a smooth transition with no data corruption.
We then import contacts into GoHighLevel, preserving every detail from name and email to notes and lead source. We also ensure:
Tags are matched correctly
Pipeline stages are recreated
Custom fields are preserved
One of the biggest reasons people switch from Follow Up Boss to GHL is for automation. We help rebuild your workflows and set up:
Email/SMS sequences
Triggers and actions
Pipelines
Drip campaigns
This ensures a functional and powerful setup right from the start.
If you were using scheduling tools or landing pages with Follow Up Boss, we recreate or integrate them within GoHighLevel using:
GHL’s calendar system
Funnel builder
Form and survey tools
Before going live, we do extensive testing to ensure everything works perfectly data is intact, automations fire correctly, and there are no loose ends.
| Feature | Follow Up Boss | GoHighLevel (GHL) | Migration by VA Matters |
|---|---|---|---|
| Contact Management | ✅ Yes | ✅ Yes | 🔁 Full contact import & tag preservation |
| Email & SMS Automation | ❌ Limited | ✅ Built-in | 🔁 Automation rebuilt in GHL |
| Sales Pipeline Tracking | ✅ Basic | ✅ Advanced & customizable | 🔁 Pipelines recreated & synced |
| Funnel Builder | ❌ Not Available | ✅ Built-in funnel builder | 🔁 Funnels recreated or imported |
| Appointment Booking | ✅ With integrations | ✅ Native booking system | 🔁 Calendar migration & setup |
| Notes & Task History | ✅ Yes | ✅ With effort | 🔁 All notes & tasks transferred |
| Custom Fields | ✅ Yes | ✅ Yes | 🔁 Mapped and migrated |
| Cost Efficiency | ❌ Higher with add-ons | ✅ All-in-one pricing | 🔁 Maximize ROI through complete migration |
| White-Labeling | ❌ Not available | ✅ Available | 🔁 Setup support for agencies |
| Tech Skill Required for Setup | ⚠️ Medium to High | ⚠️ Medium | ✅ Done-for-you by VA Matters |
You’re not just hiring a migration service; you’re partnering with a CRM migration expert who understands your business. Here’s what sets VA Matters apart:
We know both systems inside and out, which allows us to streamline the CRM switch from Follow Up Boss to GHL efficiently.
We follow strict data privacy and security protocols, ensuring your client data is handled with care.
Every business is different. We tailor the migration to match your workflows, pipelines, and automation style.
From exporting pipeline and notes from Follow Up Boss to setting up custom automations in GoHighLevel, we handle it all so you don’t have to lift a finger.
If you’re serious about scaling your business with automation, unified communications, and a centralized marketing stack, it’s time to migrate from Follow Up Boss to GoHighLevel.
Let VA Matters handle the heavy lifting with our Follow Up Boss to GHL migration service. Whether you’re a solo agent, a team leader, or a digital agency, we provide customized solutions that ensure a smooth, secure, and successful transition.
Contact VA Matters today for a free consultation, and let’s talk about how we can help you move smarter not harder.
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