Switching from one CRM platform to another can feel like a huge leap. Businesses that have been using Freshsales (also known as Freshworks CRM) often realize that as their processes evolve, they need a more robust, all-in-one solution like GoHighLevel (GHL). The transition, however, isn’t as simple as clicking an export button. It involves careful planning, data handling, and workflow adjustments. That’s where VA Matters steps in offering a dedicated Freshsales to GHL migration service that makes your CRM switch smooth, safe, and stress-free.
Freshsales is an excellent entry-level CRM. It’s intuitive, affordable, and comes with useful features like lead management, email integration, and AI-powered deal insights. Many small and medium businesses start here because of its simplicity.
But as companies scale, they start to need:
All-in-one marketing and sales automation rather than separate tools
Agency-friendly features like client accounts, white-label branding, and sub-accounts
Advanced funnels, SMS, and reputation management built into the CRM
Better integration with marketing campaigns without relying heavily on third-party apps
This is where GoHighLevel shines. Designed as a full business operating system, GHL combines CRM, marketing automation, email, SMS, pipelines, scheduling, memberships, and more. For agencies, coaches, and service-based businesses, the value of consolidating everything under one roof is huge.
That’s why Freshworks CRM to GoHighLevel migration has become such a common request in recent years.
| Feature / Aspect | Freshsales (Freshworks CRM) | GoHighLevel (GHL) |
|---|---|---|
| Core Purpose | Sales CRM with lead & deal management | All-in-one business automation & marketing platform |
| Target Users | SMBs & startups needing a simple, affordable CRM | Agencies, coaches, service businesses, SMBs wanting everything under one roof |
| Contact Management | Strong lead, contact, and deal tracking | Full CRM + integrated SMS, calls, pipelines, forms |
| Marketing Features | Limited email campaigns; integrations needed | Built-in funnels, landing pages, email & SMS campaigns |
| Automation | Workflow automation for sales & leads | Advanced automations (multi-channel + triggers) |
| AI Tools | Freddy AI for lead scoring & deal insights | Automation + pipeline forecasting; focus on workflows |
| Client/Agency Tools | Not agency-specific | Multi-account/sub-account management; white labeling |
| Integrations | Good, but relies on third-party apps for marketing tools | Many built-in tools, fewer third-party needs |
| Pricing Model | Affordable per-user pricing | Agency-friendly, flat fee for unlimited users |
| Best For | Businesses starting out with CRM & sales pipeline management | Businesses ready to consolidate CRM, marketing & client management |
Migrating from Freshsales to GoHighLevel isn’t just about copying over contacts. Businesses often run into challenges like:
Data mapping issues (e.g., Freshsales fields don’t match GHL fields directly)
Losing historical data like notes, call logs, or pipeline stages
Broken workflows when automations in Freshworks CRM don’t translate into GoHighLevel sequences
Email/SMS compliance concerns (opt-in records need to be preserved)
Downtime during transition if teams can’t access updated data quickly
Without a proper plan, a migration can disrupt your sales process, confuse your team, and even risk compliance problems.
At VA Matters, we specialize in helping businesses migrate CRM data to GoHighLevel without headaches. Our service is tailored specifically for companies moving away from Freshworks CRM. Here’s how we do it:
We start by understanding your business. What modules in Freshsales are you using? Do you rely heavily on custom fields, automations, or integrations? Our audit identifies what needs to be moved and how it should look in GoHighLevel.
Not every CRM stores data the same way. For example, Deals in Freshworks CRM may translate into Opportunities in GHL pipelines. We carefully map contacts, leads, deals, notes, tags, and custom fields to ensure nothing gets lost in translation.
We use secure processes to export Freshsales data and then import it into GoHighLevel. This includes:
Contacts and accounts
Deals and pipelines
Notes and activities
Tags and custom fields
Email/SMS opt-in history
Your sales automations shouldn’t disappear when you migrate. We help rebuild automations, email/SMS sequences, and pipelines inside GoHighLevel so your team can keep working without disruption.
Once data is in GHL, we double-check everything from record accuracy to pipeline stages. Your team reviews the migrated system before we finalize.
We don’t just hand over the CRM and walk away. VA Matters provides training so your staff knows how to make the most of GHL’s advanced tools. Plus, ongoing support ensures you’re never left stuck.
Our team doesn’t just move your data. We translate your CRM system into a new, more powerful environment.
Here are some of the most frequent scenarios where we help clients migrate from Freshworks CRM to GoHighLevel:
Agencies leaving Freshsales to manage multiple client accounts inside GHL
Coaches & consultants switching to GoHighLevel for funnels, membership sites, and SMS automation
Real estate professionals wanting a pipeline that integrates calls, texts, and reputation management
SMBs looking to reduce software costs by consolidating multiple tools into one CRM
Of course, you could try to manually export Freshsales CRM data and re-import it into GHL. But you’d risk:
Incomplete data transfer
Broken automations
Hours of manual cleanup
Potential compliance mistakes
With VA Matters, you get a white-glove migration service that saves you time, money, and stress. Our team handles the complexity so you can focus on running your business.
If your business has outgrown Freshworks CRM and you’re ready for the all-in-one power of GoHighLevel, VA Matters is here to help. Our Freshsales to GHL migration service ensures that your data, workflows, and team move seamlessly to your new CRM without interruptions.
Say goodbye to the limitations of Freshsales and hello to the possibilities of GoHighLevel. Contact VA Matters today and let us handle your CRM migration so you can get back to growing your business.
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