The GoHighLevel practice of Yotomations LLCAI development, custom software and websites at yotomations.com
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Fixed-price package

New to GoHighLevel Migration

Move off your old CRM and onto GoHighLevel in two weeks, with your data intact and the first week of setup done for you.

Two engineers at their desks working through a CRM migration on laptops

Who it is for

Businesses buying GoHighLevel for the first time and leaving another CRM behind: HubSpot, Keap or Infusionsoft, Zoho, Pipedrive, Mailchimp, Podium, Jobber, Mindbody, a spreadsheet or a system nobody has documented. If you have never run a migration and do not want your first one to be your own, this is the package.

What you get

  • Export review before anything moves: we look at your source data and tell you what will map cleanly, what needs a decision and what should not come across at all
  • Contacts, companies, tags, custom fields, notes and consent status migrated into GoHighLevel with a field-by-field mapping document you keep
  • Open deals recreated in a pipeline that matches how you sell, with stages named in your language rather than the old system's
  • First-week setup done for you: A2P 10DLC registration filed, custom values, one calendar, one pipeline, missed-call text back and one lead source wired into a working follow-up workflow
  • A test migration into a sandbox first, checked against your real records, before the live run
  • Old system left running until you sign off, then a written cutover checklist so nothing is answered twice
  • 60-minute handoff session and a Loom walkthrough of everything that was built

What is not included

  • Email and SMS conversation history from the old system (rarely exportable in a usable form; we say so up front after the export review)
  • Two-way sync with the system you are leaving (that is a custom integration, quoted separately)
  • Rebuilding funnels, websites or courses from the old platform
  • Your GoHighLevel subscription, which you buy and own directly

Related reading: GoHighLevel Migration.

How it works

Buy and send the export

After checkout you receive an intake form and export instructions for your current CRM. We review the data before touching GoHighLevel.

Mapping and sandbox run

You approve a field-by-field mapping document, then we run the migration into a test environment and check it against records you name.

Live migration and setup

The real run, followed by the first-week build: A2P filing, custom values, calendar, pipeline, missed-call text back and one lead source into a follow-up workflow.

Cutover and handoff

You sign off, we hand over the mapping document, the cutover checklist and a walkthrough, and your old CRM can be switched off.

Questions about this package

Which systems do you migrate from?

Most commonly HubSpot, Keap or Infusionsoft, Zoho, Pipedrive, Mailchimp, Podium, Jobber, Mindbody and spreadsheets. Anything that can produce a CSV or has an API can be migrated; the export review tells us which one you have before any work starts.

What happens if I have more than 2,500 contacts?

The base price covers 2,500 contacts and one location. Larger lists and additional locations are quoted after we see the export, and the quote is fixed before work begins.

Will I lose my email and text history?

Usually yes, and that is worth knowing before you start. Most CRMs do not export conversation history in a form GoHighLevel can import. Contacts, fields, notes, tags and open deals do come across. We tell you exactly what is possible after the export review.

Can we keep the old CRM running during the move?

Yes, and we recommend it. The old system stays live until you sign off on the migrated data, so there is never a day where nobody knows which system to answer from.

Do I need to know GoHighLevel to buy this?

No. This package exists for people who do not. The handoff session and the walkthrough are built around a team that has never used the platform, and the daily GHL Nuggets keep teaching one feature at a time afterwards.

Is the A2P registration really included?

Yes. We file the brand and campaign registration, write the consent language and fix the website requirements it depends on. Approval times are set by the carriers, not by us, which is why we file it in week one.

Other packages

GoHighLevel Account Audit

Find out exactly what is broken in your GoHighLevel account, in five business days, for a fixed price.

Starting at $497one-time, fixed scope
  • Full account map: every workflow, trigger, tag, custom field, pipeline, calendar, phone number and integration, with what each one actually does today
  • Broken-behavior report: duplicate texts, reminders at the wrong time, wrong sending numbers, tag filters that do not filter, sequences that never stop, each traced to its cause
  • A2P 10DLC, phone number and email deliverability status check

Speed to Lead Sprint

Every new lead answered within a minute and booked without your front desk, built in one week.

Starting at $1,950one-time, fixed scope
  • Missed-call text-back on your main line, with the reply written in your voice
  • Instant SMS and email reply to every website form, Facebook lead form and Google lead, with source tagging
  • One AI qualification conversation (chat) that asks your three qualifying questions and offers booking times

Reminder and No-Show Rescue

Appointment reminders that fire once, at the right time, from the right number, and recover the no-shows.

Starting at $950one-time, fixed scope
  • Audit of the current appointment workflows and every trigger that touches them
  • Rebuilt confirmation, 24-hour and 2-hour reminders that cancel themselves on reschedule or cancellation
  • One sending number and one sending identity per location, so replies land where staff can see them

Want to talk it through first?

Book a 30-minute call. We will confirm the package fits, or tell you what would fix the problem faster.

No pitch deck. We look at your current setup and tell you what we would do and what it would cost.

Need more than GoHighLevel? Yotomations, our parent company, also builds AI agents, custom software and websites.