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Migration guide

How to switch from JobNimbus to Follow Up Boss

A step-by-step playbook for migrating your crm data, team, and workflows from JobNimbus ($200/mo) to Follow Up Boss ($69/user/mo).

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Why teams switch from JobNimbus to Follow Up Boss

JobNimbus is strong on customizable workflows and built-in financing options, but teams often hit limits on setup takes time. Follow Up Boss addresses this — it's best for real estate teams of 3+ agents.

From

JobNimbus

$200/mo

To

Follow Up Boss

$69/user/mo

7-step migration plan

  1. 1

    Export your data from JobNimbus (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 JobNimbus 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 JobNimbus 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 JobNimbus 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 JobNimbus 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 JobNimbus data into Follow Up Boss?+

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

Why switch from JobNimbus to Follow Up Boss?+

Common reasons: real estate teams of 3+ agents. Plus better pricing fit ($69/user/mo vs $200/mo) and feature differences in crm.

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