CRM Migration · BoomTown → LeadSmart AI
Switching from BoomTown to LeadSmart AI
BoomTown is excellent for a 20-agent brokerage with a dedicated CRM admin. If you're a solo agent or small team running your own book, you're paying for a Cadillac to drive to the grocery store. Switch to a CRM priced for solo P&Ls with the same AI follow-up speed.
Why agents are leaving BoomTown
Sticker shock and seat lock-in
$1,500+/mo is the starting line — typical mid-size deployments run $3K–$5K. If you're a solo agent or 2–3-person team, you're funding a feature set you'll never use.
Designed for an ISA team you don't have
BoomTown's lead routing, queues, and accountability dashboards exist because brokerages run inside sales agents. As a solo, you ARE the ISA — half the surface area is dead weight.
Setup requires a Success Assurance team
The product is too complex to self-serve, so it ships with a paid Lead Concierge team. That's a tell — you shouldn't need a managed-services line item to use your CRM.
Annual contracts and onboarding fees
BoomTown locks in annual commitments and bills onboarding fees on top. LeadSmart is month-to-month with no setup fee and no commitment beyond the current period.
Where LeadSmart wins
BoomTown: $1,500+ / mo · LeadSmart AI: $49 / mo starting · See the full table on the comparison page.
| Feature | BoomTown | LeadSmart AI |
|---|---|---|
| Solo-agent pricing | $1,500+ / mo · $3K–$5K typical | $49 / mo starting · month-to-month |
| Onboarding fee | Yes, in addition to monthly | None · self-serve or concierge included |
| Contract commitment | Annual | Month-to-month |
| Native AI follow-up | Predictive CRM branding, basic templates | Sub-60s AI replies + missed-call text-back |
| Voice AI for inbound calls | Not available | Native + public test-drive |
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 BoomTown. 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 LeadSmart AI at /start-free. Free 14-day trial, no credit card.
Open Settings → Data & Tools → Import contacts in LeadSmart and upload the CSV. Field mapping auto-detects Name / Email / Phone / Source / Notes.
Run the import. Duplicates are merged on email + phone. If anything looks off, click Undo last import within 24 hours to roll the entire batch back.
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 BoomTown, we'll personally import your contacts, rebuild your most-used sequences, and cut you over to LeadSmart within 5 business days. Free with a 3-month commitment to Pro tier or higher.
Data import + dedupe
We pull your contacts, deals, and notes into LeadSmart — duplicates merged, custom fields preserved.
Sequence rebuild
Your three most-used drip sequences re-implemented in LeadSmart'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, your first 3 months on Pro tier are on us.
Frequently asked questions
Will I lose my contact history?
No. The CSV export from your current CRM includes every contact, and LeadSmart's import keeps all notes + custom fields in their own columns. Conversation history (SMS / call recordings) doesn't port between platforms — that's a CRM-industry limitation, not a LeadSmart one — but you can attach the exported activity log as a file on each contact.
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 LeadSmart'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 LeadSmart 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 a 3-month LeadSmart plan (Pro tier or higher); we commit to a working migration within 5 business days, or you keep the trial credits regardless.
Looking at another CRM? See all migration guides