Moving clients across from GHL, HubSpot, Zoho or Pipedrive
Migration Studio moves contacts, companies, deals, pipelines, tags, notes and conversation history. We do it at our cost.
AgentiAce programme and migration
6 min readmigration
ghl
gohighlevel
hubspot
zoho
pipedrive
switching
import
Switching platform is the real objection, not the price. Migration Studio is the answer.
What moves Contacts, companies, deals with their pipeline and stage, tags, custom fields, notes, tasks, appointments and conversation history where the source platform exposes it. Email and SMS threads reattach to the right contact so nothing looks empty on day one.
Who does the work We do. Migration is run by MAP Platform at our cost for AgentiAce seat holders. You give us access, we map the fields with you, we run a test batch, you check it, then we run the full load.
No big bang Move one client, move ten, move the lot. Run the new workspace alongside the old platform until their renewal date, at our cost, so nobody is forced to cut over on a date that does not suit them. Let the results decide how fast the rest follow.
How long it takes A single client workspace is usually same day once access is granted. A book of forty clients is normally worked through in batches over two to four weeks, in whatever order you choose.
What about broken data Field maps, dry runs and a record by record log are part of every run. If something does not match, we fix the map and re run that batch rather than leaving half loaded records behind.
What you keep If a seat is ever forfeited you keep every client workspace you built, the relationships and the billing on them. You lose the founding economics, never your business.
Related
What an AgentiAce is
Fifty founding Aces who own their brand, their clients and their margin on the MAP Platform Profit Engine.
The questions every agency asks before switching
Straight answers on lock in, downtime, training, support load and what happens to their existing GHL bill.
Seat terms, minimums and the cure window
Ten live clients by month six, twenty live by month twelve, and a $50 per month shortfall top up if you are under.