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Migration guide

How to switch from HubSpot CRM to Follow Up Boss

A step-by-step playbook for migrating your crm data, team, and workflows from HubSpot CRM (Free) to Follow Up Boss ($69/user/mo).

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Why teams switch from HubSpot CRM to Follow Up Boss

HubSpot CRM is strong on generous free tier and easy to learn, but teams often hit limits on paid hubs get expensive fast. Follow Up Boss addresses this — it's best for real estate teams of 3+ agents.

From

HubSpot CRM

Free

To

Follow Up Boss

$69/user/mo

7-step migration plan

  1. 1

    Export your data from HubSpot CRM (contacts, jobs, invoices, payments) as CSV files.

  2. 2

    Sign up for Follow Up Boss — most teams use the free trial to test the migration safely.

  3. 3

    Clean your CSVs: dedupe contacts, standardize phone numbers, fix date formats.

  4. 4

    Import customers and historical jobs into Follow Up Boss. Match custom fields carefully.

  5. 5

    Run HubSpot CRM and Follow Up Boss in parallel for 1–2 weeks so your team can validate data.

  6. 6

    Train your office staff and field crews on the new Follow Up Boss workflows.

  7. 7

    Cancel HubSpot CRM once you've confirmed all reporting and integrations work.

What you'll gain with Follow Up Boss

  • Best lead distribution rules
  • Speed-to-lead automations
  • Great mobile app

Ready to switch?

Start a free trial of Follow Up Boss — most teams run it alongside HubSpot CRM for 1–2 weeks before fully cutting over.

Try Follow Up Boss

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Frequently asked questions

How long does it take to switch from HubSpot CRM to Follow Up Boss?+

Most teams complete migration in 1–3 weeks: data export, import/cleanup, team training, and a parallel-run period. Larger teams (10+ users) typically need 4–6 weeks.

Can I import my HubSpot CRM data into Follow Up Boss?+

Follow Up Boss accepts CSV imports for contacts, jobs, and invoices. Export from HubSpot CRM, clean the file, then import. Custom field mappings may require their support team for accounts >5,000 records.

Why switch from HubSpot CRM to Follow Up Boss?+

Common reasons: real estate teams of 3+ agents. Plus better pricing fit ($69/user/mo vs Free) and feature differences in crm.

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Read more reviews: HubSpot CRM · Follow Up Boss