CRM Migration · Sierra Interactive → LeadSmart AI
Switching from Sierra Interactive to LeadSmart AI
Sierra has the best IDX site in the category — and the weakest mobile experience. If your day happens off your laptop, you're fighting the product. Switch to a CRM where the mobile and AI surfaces are the main product, not an afterthought.
Why agents are leaving Sierra Interactive
Weak mobile experience
Sierra's mobile companion app trails the desktop substantially. If your actual job happens between showings, that's a daily friction tax.
SMS automation requires third-party integrations
Sierra punts SMS to add-ons (Twilio, third-party tools you wire yourself). LeadSmart ships A2P-registered SMS native, with AI replies and missed-call text-back included.
Pre-AI architecture, retrofitted
Sierra was built before AI follow-up was table stakes. The features exist but feel grafted on; the rest of the CRM hasn't been reimagined around the AI loop.
Setup-heavy action plans
Sierra's Action Plans are powerful but require real configuration time. LeadSmart's defaults are designed to work day-one with copy you'd actually send.
Where LeadSmart wins
Sierra Interactive: $500+ / mo · LeadSmart AI: $49 / mo starting · See the full table on the comparison page.
| Feature | Sierra Interactive | LeadSmart AI |
|---|---|---|
| Native SMS pipeline (A2P 10DLC) | Third-party integration | Native, every plan |
| Mobile-first workflow | Desktop-first, mobile companion lags | Mobile parity — same surface, one tap away |
| AI follow-up + missed-call recovery | Add-on or third-party | Native on every plan |
| Voice AI for inbound calls | Not available | Native + public test-drive |
| Time to first lead handled | Days of action-plan setup | Same afternoon |
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 Sierra Interactive. 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 Sierra Interactive, 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