LionDesk is winding down its CRM. Don't wait for the lights-out date — pull your contacts now while every feature still works.
CRM Migration · LionDesk → LeadSmart AI
Switching from LionDesk to LeadSmart AI
LionDesk is shutting down. We'll move your contacts, rebuild your sequences, and get you live on a CRM with real AI follow-up — in under a week.
Related context → Read: LionDesk Is Shutting Down — What Solo Agents Should Do Next
Why agents are leaving LionDesk
The platform is sunsetting
LionDesk has announced a wind-down. Sunset timelines for tools like this typically run 60–180 days; pulling your contacts now beats scrambling on the final day.
No real AI follow-up
Drips and templates were the product. There's no sub-minute AI text-back, no missed-call recovery, no autonomous reply engine — exactly the gap that's been costing solo agents deals.
Mobile workflow stuck in 2015
The mobile experience never matched the desktop. The agents winning today need inbox, deal updates, and AI drafts one tap away — not a stripped-down companion app.
Migration window is closing
Once the platform shuts down, exports stop. The longer you wait, the higher the chance you lose contact history, notes, or activity logs forever.
Where LeadSmart wins
LionDesk: $25–$83 / mo · LeadSmart AI: $49 / mo starting · See the full table on the comparison page.
| Feature | LionDesk | LeadSmart AI |
|---|---|---|
| AI follow-up under 60 sec, 24/7 | Drip + template only | Native, on every plan |
| Missed-call text-back | Add-on integration | Out of the box |
| Voice AI for inbound calls | Not available | Yes — public test-drive at /voice-ai-test-drive |
| Bilingual EN / 中文 | English only | Native bilingual templates + AI |
| Roadmap stability | Platform sunsetting | Actively shipping every 2 weeks |
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 LionDesk. 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 LionDesk, 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
How long do I have to migrate before LionDesk shuts down?
Sunset windows for CRMs like this typically run 60–180 days, with a read-only export window after that. Pull your contacts now — every day you wait increases the risk of losing data or missing the final export.
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