- Contacts, tags, custom fields and opportunities export to CSV; workflows, funnels, calendars and AI settings do not.
- There is no simple bulk export of conversation history, so plan how you will keep it.
- Phone numbers and A2P registrations need planning early, because texting can stop if they are moved carelessly.
- Run both systems in parallel for a short period and only cancel once leads flow into the new CRM.
- Before leaving, check whether a rebuild inside GoHighLevel would fix the real problem.
GoHighLevel does a lot in one place, which is exactly why leaving it feels risky. Your CRM, pipelines, calendars, phone numbers, texting, funnels and automations may all live in one account. Moving to another CRM is very doable, but it is an export-and-rebuild project, not a one-click transfer. This guide shows what moves cleanly, what doesn’t and the order that keeps leads flowing.
First: is switching the right fix?
Many teams that want to leave GoHighLevel are really frustrated with a messy setup: duplicate pipelines, broken workflows, too many tools nobody uses. Ask whether the problem is the platform or the build.
| Reason for leaving | Usually fixed by |
|---|---|
| "It’s cluttered and confusing" | A clean rebuild inside GoHighLevel |
| "Automations misfire" | Auditing and rebuilding workflows |
| "We need enterprise reporting or sales team features" | Switching (often to HubSpot or Salesforce) |
| "Our company standardised on Microsoft or another CRM" | Switching |
| "Costs keep creeping up" | Reviewing usage billing first, then deciding |
Our GoHighLevel vs HubSpot comparison can help you decide where to go, if anywhere.
What exports from GoHighLevel, and what doesn’t
| Data | Exports? | What to do |
|---|---|---|
| Contacts, tags and custom fields | Yes, CSV (admins only) | Export and map fields to the new CRM |
| Opportunities and pipelines | Yes, CSV | Recreate pipeline stages first, then import |
| Conversation history (SMS, email, DMs) | No simple bulk export | Export key threads, use the API, or keep read-only access for a while |
| Workflows and automations | No | Document and rebuild in the new tool |
| Funnels, websites and forms | No | Rebuild, or keep pages on another builder |
| Calendars and booking settings | No | Document availability rules and recreate |
| Conversation AI and Voice AI setup | No | Copy prompts and knowledge base text out manually |
| Phone numbers | Port or replace | Plan early, see below |
Phone numbers and texting
Numbers are where migrations go wrong. If customers know your number, you’ll want to port it to the new provider rather than replace it. Ask GoHighLevel support and your new provider about the porting process and timing before you start.
US business texting also needs A2P 10DLC registration on the new provider. Registration can take time, so start it early and keep texting on the old system until the new registration is approved.
A migration order that doesn’t lose leads
- Audit: list pipelines, custom fields, workflows, forms, calendars, numbers, integrations and AI agents in use.
- Set up the new CRM: fields, pipeline stages, users and permissions before any import.
- Export and clean data: deduplicate contacts, fix formats and map every field.
- Import: contacts first, then opportunities, then any notes or history you’re keeping.
- Rebuild automations: lead routing, follow-up, reminders and review requests, the ones that bring in revenue first.
- Reconnect lead sources: website forms, ads, chat widgets and phone numbers.
- Run in parallel: for one to two weeks, confirm every new lead lands in the new CRM.
- Cancel last: once you’re sure nothing still depends on GoHighLevel, and after confirming how long your data stays available.
Where teams usually go
- HubSpot: for sales teams that want deeper reporting and a large app ecosystem.
- Salesforce or Microsoft Dynamics: for larger companies with complex processes.
- Industry tools such as practice management or field service software with built-in CRM.
- A lighter CRM plus automation using n8n, Make or Zapier for the workflows.
Need help?
We handle migrations in both directions. Our CRM migration service moves your data and rebuilds automations with zero lost leads. If you decide to stay, we can rebuild your GoHighLevel account cleanly instead. Book a free call and we’ll tell you honestly which makes more sense.
Written by Abdul Moeez, AI Automation Expert
Abdul designs and builds the AI voice agents, chatbots and automation systems Voxil AI ships: from conversation design and integrations to testing on real calls.