CRM Migration · Follow Up Boss → LeadSmart AI
Switching from Follow Up Boss to LeadSmart AI
If you're a solo agent paying enterprise prices for a team-of-50 feature set you'll never touch, the math doesn't work. Move to a CRM priced for solo P&Ls — with native AI follow-up instead of bolt-on add-ons.
Why agents are leaving Follow Up Boss
Built for teams, sold to solo agents
FUB's roles, ISA queues, and lead-router rules are designed for a team of inside sales agents dialing a lead pool — not a solo agent juggling showings, calls, and texts from their phone.
AI is bolted on, not native
AI features are sold as integrations (Aiva, Conversion Monster, etc.) — extra subscriptions stacked on top. LeadSmart's AI follow-up, voice AI, and Deal Coach are native and included on every paid plan.
Costs balloon at the features that matter
The advertised $69/mo entry tier is the starting point. Add the dialer, AI integrations, and meaningful seat counts and you're looking at $300–$1,000+ / mo — without owning the AI.
Migration is the right time to upgrade, not lateral-move
Switching from FUB usually means more features for less money. Solo agents who switch to LeadSmart typically cut their CRM spend by 60–80% while gaining AI follow-up, voice AI, and missed-call recovery.
Where LeadSmart wins
Follow Up Boss: $69–$1,000+ / mo · LeadSmart AI: $49 / mo starting · See the full table on the comparison page.
| Feature | Follow Up Boss | LeadSmart AI |
|---|---|---|
| Native AI SMS responder | Third-party integration ($) | Native, every plan |
| Native AI email responder | Not available natively | Yes, autonomous reply |
| Voice AI for inbound calls | Not available | Native + public test-drive |
| Solo-agent pricing | $69–$1,000+ / mo | $49 / mo starting |
| AI Coaching with peer benchmarks | Not available | Yes, included on Pro+ |
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 Follow Up Boss. 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 Follow Up Boss, 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