Switch to MooseCRM
Move from your current CRM in an afternoon
Export your contacts from Follow Up Boss, kvCore, Lofty or any spreadsheet, import them into MooseCRM, and have AI following up the same day.
Four steps to switch
- 1
Export your contacts
Download a CSV of your contacts and leads from your current CRM or phone.
- 2
Create your free account
Sign up with Google or email. No credit card needed.
- 3
Import and tag
Upload the file, match the columns, and tag past clients, active buyers and sellers.
- 4
Turn on AI follow-up
Choose the tone and language, review the first messages, and let AI keep every lead warm.
Coming from one of these?
Most CRMs can export contacts as a CSV file, which MooseCRM imports directly.
Want a hand with the move?
Teams and brokerages can book a call and we will help plan the import, pipelines and lead routing rules.