Full migration from your existing CRM — contacts, tags, notes, and history moved over intact, not just a stripped-down CSV import.
Book a Migration ConsultationYou're switching from HubSpot, ActiveCampaign, or another CRM and don't want to lose years of contact history
You've tried a DIY CSV export/import and noticed data went missing
You're worried about email deliverability or website downtime during the switch
You don't have a way to verify the migration actually worked correctly
A mapped migration — every field and data type matched to its GHL equivalent before anything moves — plus a domain/DNS transition plan that avoids downtime, and a verification step that catches data loss before your old system is retired.
Full process is on the Migration Services page. Once your data is in GHL, CRM & Pipelines is the natural next step if your pipeline structure needs rebuilding to match how GHL actually works.
A full audit of what exists in your current system
We map every data type to its GHL equivalent and execute the migration
We verify migrated records against the original system before you retire the old one
Most major CRMs and marketing platforms with export capability — the approach is adjusted based on what the source system supports.
The mapping and verification process is specifically designed to minimize this — any data type without a direct GHL equivalent gets flagged upfront, not discovered after the fact.
Depends on data volume and complexity, scoped during the initial data audit.