LionDesk is winding down its CRM. Don't wait for the lights-out date — pull your contacts now while every feature still works.
CRM Migration · LionDesk → CloseBoss
Switching from LionDesk to CloseBoss AI
LionDesk is shutting down. We'll move your contacts, rebuild your sequences, and get you live on a CRM with real AI follow-up — in under a week.
Related context → Read: LionDesk Is Shutting Down — What Solo Agents Should Do Next
Why agents are leaving LionDesk
The platform is sunsetting
LionDesk has announced a wind-down. Sunset timelines for tools like this typically run 60–180 days; pulling your contacts now beats scrambling on the final day.
No real AI follow-up
Drips and templates were the product. There's no sub-minute AI text-back, no missed-call recovery, no autonomous reply engine — exactly the gap that's been costing solo agents deals.
Mobile workflow stuck in 2015
The mobile experience never matched the desktop. The agents winning today need inbox, deal updates, and AI drafts one tap away — not a stripped-down companion app.
Migration window is closing
Once the platform shuts down, exports stop. The longer you wait, the higher the chance you lose contact history, notes, or activity logs forever.
Where CloseBoss wins
LionDesk: $25–$83 / mo · CloseBoss: $79 / mo starting · See the full table on the comparison page.
| Feature | LionDesk | CloseBoss |
|---|---|---|
| AI follow-up under 60 sec, 24/7 | Drip + template only | Native, on every plan |
| Missed-call text-back | Add-on integration | Out of the box |
| Voice AI for inbound calls | Not available | Yes — public test-drive at /voice-ai-test-drive |
| Bilingual EN / 中文 | English only | Native bilingual templates + AI |
| Roadmap stability | Platform sunsetting | Actively shipping every 2 weeks |
How to migrate yourself — in under an hour
Most agents migrate in a single sitting. If you'd rather have us do it for you, skip to concierge migration.
Export your contacts as CSV from LionDesk. Most CRMs put this under Settings → Data → Export.
Export any active sequences / drips / templates as text or PDF — drip-campaign logic doesn't port cleanly between CRMs, but your copy does.
Sign up for CloseBoss AI at /start-free. Free plan, no credit card.
In CloseBoss, open Contacts → Add → Upload CSV and choose the file. Pick your old CRM from the list (or Auto-detect) and the columns map themselves; check Name / Email / Phone / Source / Notes before you go on.
Choose what happens to contacts you already have (matched on email, phone or address): skip them, merge into the existing contact, or create anyway. Preview the rows, then import — the summary shows how many were added, merged and skipped.
Optional: enable concierge migration (link below) and we'll do the import + sequence rebuild for you.
We'll move your data for you.
For agents migrating from LionDesk, we'll personally import your contacts, rebuild your most-used sequences, and cut you over to CloseBoss within 5 business days. Free with a 3-month commitment to any paid plan.
Data import + dedupe
We pull your contacts, deals, and notes into CloseBoss — duplicates merged, custom fields preserved.
Sequence rebuild
Your three most-used drip sequences re-implemented in CloseBoss's template library with your copy + cadence.
30-min onboarding call
Live walkthrough of your workspace, AI follow-up policy, and missed-call settings — so you're live the same day.
5-business-day guarantee
If we can't get you live within 5 business days, you keep the 300 welcome credits every new account gets regardless.
Frequently asked questions
How long do I have to migrate before LionDesk shuts down?
Sunset windows for CRMs like this typically run 60–180 days, with a read-only export window after that. Pull your contacts now — every day you wait increases the risk of losing data or missing the final export.
Will I lose my contact history?
Your contacts come across: name, email, phone, address, area, budget, beds and baths, source, tags and notes, each mapped from your CSV's columns. Other custom columns aren't imported yet, so copy anything important into the notes column before you upload. Conversation history (texts, call recordings) doesn't move between CRMs — that's an industry limitation, not a CloseBoss one.
How long does a migration take?
Self-serve migrations run 30–60 minutes for ~1,000 contacts. With concierge migration (we do it for you) most agents are fully cut over in 2–3 business days, including rebuilding any drip sequences in CloseBoss's template library.
Can I run both CRMs in parallel during the switch?
Yes. Most agents run parallel for 1–2 weeks. Just disable AI auto-send on the old CRM so leads don't get double-messaged, and route new inbound to CloseBoss while you wrap up active deals in the old system.
What's the catch with the concierge migration?
Free for agents migrating from LionDesk, Follow Up Boss, kvCORE, Lofty, BoomTown, or Sierra Interactive through 2026. You commit to 3 months on any paid CloseBoss plan; we commit to a working migration within 5 business days, or you keep the 300 welcome credits every new account gets regardless.
Looking at another CRM? See all migration guides
