To migrate from GoHighLevel, export your contacts and opportunities as files, set up your pipelines and fields in CRMown, import, then rebuild funnels, forms and workflows. Sort out your phone numbers and texting registration early, because that part runs on carrier timelines, not yours. There’s no one-click GoHighLevel connector in CRMown, so keep your old account running until everything checks out.
Is a GoHighLevel alternative worth the move?
GoHighLevel does a lot, and plenty of agencies run happily on it. Moving is real work. So start with your reasons.
Good ones are concrete. You want your inbox, invoices, website and pipeline sharing one set of records. You want AI features that ask before they act. You want to stop stitching extra tools onto the side. “Somebody on a forum said so” won’t get you through week two.
Write down what your team does every day in GoHighLevel. Then check each item in a trial workspace, ours and any other GoHighLevel alternative you’re weighing. If something you rely on has no home, wait.
Your GoHighLevel migration checklist
1. Take stock
- Contacts and the custom fields you actually fill in
- Pipelines, stages and open opportunities
- Funnels and websites, page by page
- Forms, surveys and calendars with live booking links
- Workflows (write each trigger and action down in plain English)
- Phone numbers, and whether you text US customers
- Sub-accounts, if you’re an agency
That last one matters. If you run client sub-accounts, plan each client as its own small migration rather than one big one.
2. Export contacts from GoHighLevel
GoHighLevel lets you export contacts from the contacts list as a spreadsheet file, and opportunities can be exported from the pipeline view. Include every custom field you use. What you can export depends on your plan and your user permissions, so check your own account before you plan around it. Keep the files. They’re your backup.
3. Build the CRMown side first
- Custom fields for anything that doesn’t match a standard field (Settings, Customize).
- Pipelines with the stages you want going forward, from a template or copied from your current stages.
- Users and roles, so records land with the right owners.
4. Import contacts, then opportunities
Contacts, Import runs in three phases: analyse, duplicate-check, execute. Nothing is written until the last step. Every run sits in Import history with its source file and a problem report, and a bad run can be reversed with one-click undo.
Import fifty contacts first. Open five and check them by hand. Then run the rest.
Pipeline items use the same analyse-then-execute import. Map each old stage to a new one before you start.
5. Move funnels to a new website builder
Funnels don’t export cleanly between platforms, so budget time here. With the Web Studio suite you have a few routes:
- Clone a site from a URL. Point it at a live page and start from a copy.
- WordPress import. If your marketing site is on WordPress, it crawls the site in and carries over meta tags, OG tags and the favicon.
- Generate a page from a description, then edit it.
Funnels in Web Studio are multi-step flows with per-step tracking, and the funnel coach shows where people drop off. Point your domain over (custom domains attach with DNS verification) only once the new pages are tested.
6. Rebuild forms and calendars
Form AI import takes a pasted form and gives you a built version. Plain forms on Web Studio sites are captured automatically: each submission lands in Forms and creates a contact and a pipeline lead. Rebuild your booking pages in Calendar, then swap the links everywhere they’re published, including email signatures.
How to switch SMS provider and keep 10DLC compliant
This is the step people leave until last, and it’s the one that bites.
Texting from CRMown runs through your organisation’s own Twilio configuration, set up in Calls & Numbers. From there you can search numbers by area code, provision or release them, send a test SMS and verify your own email sending domain. There’s a compliance kit with the material you need for 10DLC / A2P registration.
Be honest with yourself about two things. First, US carriers require 10DLC registration for business texting, and a registration tied to your old setup may not follow you, so plan to register again and expect to wait. Second, the inventory doesn’t list number porting. If you want to keep your existing business number, ask your current provider and Twilio how a port works before you cancel anything. Losing the number your customers already have is the worst outcome on this list.
Email is easier. Connect Google, Microsoft or IMAP and everything flows into Conversations, CRMown’s unified inbox, alongside SMS, WhatsApp and social DMs.
Rebuild workflows on purpose
Workflows never transfer between platforms. Treat that as a chance to drop the ones nobody remembers building. With the Automation suite:
- Start from one of the 100 prebuilt templates across ten categories.
- Describe a workflow in plain English and let AI workflow generation draft it, then check it on the visual canvas.
- Watch run history until each one fires correctly before you switch the old one off.
How long does it take to migrate from GoHighLevel?
It depends on your funnels and phone setup far more than your contact count. A two-partner consultancy (an example, not a customer) with one funnel and no texting could be done in a weekend. An agency with a dozen client sub-accounts should plan in weeks, mostly waiting on texting registration and DNS.
Run both systems for at least a full sales cycle. Cancel when your team has stopped opening the old one.
FAQ
Is there a direct connector to migrate from GoHighLevel?
Can I undo a contact import?
Will my funnels come across automatically?
Do I need to register for 10DLC again?
Can I keep my phone number?
What happens to my workflows?
Keep reading
- How to migrate from HubSpot: an honest checklist
- How a unified inbox handles email, SMS, WhatsApp and social DMs
Import a test slice of your contacts and rebuild one funnel in a trial workspace before you cancel anything.
Capabilities described from CRMown’s feature inventory, generated from the live codebase on 30 August 2026 (Core: Contacts, Pipeline, Conversations, Calendar; Web Studio suite; Automation suite; Tools, Calls and Numbers). GoHighLevel and HighLevel are trademarks of their owner; this guide isn’t affiliated with or endorsed by them. Plan availability varies; check pricing for current details. Carriers set their own texting registration rules.