Marketing agency

CRM migration into GoHighLevel for an agency

Moving an agency's CRM processes into GoHighLevel while keeping the sales logic intact and improving the automation.

The Problem

The agency wanted to consolidate on GoHighLevel, but its existing pipelines and automations held years of process logic that could not be lost in the move.

What We Built

Mapping of the old CRM structure to GHL objects
Pipelines and stages rebuilt in GoHighLevel
Contact and data migration
Workflows rebuilt and improved
Integrations reconnected and tested

Workflow

01Audit old CRM
02Map fields and stages
03Migrate data
04Rebuild workflows
05Test end to end
06Switch over

Result

Sales process moved into GHL without losing logic
Workflows rebuilt and tested before switch-over
Lead management centralized in one CRM

A planned move into GoHighLevel, with the key sales and automation processes rebuilt and tested before switch-over.

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