Source
HawkSoft

HawkSoft

Destination
Follow Up Boss

Follow Up Boss

CRM MigrationStarting at $500

Migrate from HawkSoft to Follow Up Boss

Effortlessly & Accurately

Transfer contacts, companies, deals, and more from HawkSoft to Follow Up Boss. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.

1,000+ Migrations Completed

Migrations start at $500 USD

Get a custom quote for your HawkSoft to Follow Up Boss migration based on your specific requirements.

95%+ of our migrations cost less than $3,000

What's included in every migration

  • Full data audit and mapping
  • Test migration with sample data
  • Zero downtime during migration
  • Data integrity verification
  • Post-migration support
Enterprise-grade security
Average 48hr turnaround
Dedicated support

What affects your quote

Number of Records

Total contacts, companies, deals, and activities to migrate

Custom Fields & Objects

Complex data structures and custom configurations

Data Complexity

Relationships, attachments, and historical data depth

Timeline Requirements

Standard or expedited migration scheduling

15-minute call • No commitment • Get instant estimate

Prefer email? talk@ambrstack.com

100% Data Accuracy Guarantee

If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.

Platform Comparison

HawkSoft vs Follow Up Boss

A quick look at both platforms to help you understand your migration path

Migrating from
HawkSoft

HawkSoft

Agency management system for independent insurance agents

HawkSoft is a leading insurance agency management system designed for independent agencies to manage their book of business, retention, and sales pipeline. It offers cloud-based data access with desktop performance, built-in accounting workflows, and no long-term contracts.

Founded 1995
Canby, Oregon, United States
Best for
Small BusinessMid-Market
Industries
InsuranceInsurance AgenciesIndependent Agents+2 more
Top Strength

No long-term contracts or data extraction fees

Migrating to
Follow Up Boss

Follow Up Boss

The real estate team OS

Follow Up Boss is a specialized CRM designed for real estate professionals and teams, offering automated lead management, omnichannel communication (calls, texts, emails), intelligent follow-up workflows, and advanced reporting. The platform automates lead distribution, follows up from 200+ lead sources, and integrates with numerous real estate platforms.

Founded 2011
Cheyenne, Wyoming, United States
Best for
Small BusinessMid-MarketEnterprise
Industries
Real EstateMortgageProperty Management+1 more
Top Strength

Specialized for real estate with 200+ lead source integrations

Your New CRM

Why Follow Up Boss is a great choice

Follow Up Boss

Follow Up Boss

"The real estate team OS"

Follow Up Boss is a specialized CRM designed for real estate professionals and teams, offering automated lead management, omnichannel communication (calls, texts, emails), intelligent follow-up workflows, and advanced reporting. The platform automates lead distribution, follows up from 200+ lead sources, and integrates with numerous real estate platforms.

Ideal for: Real estate agents and brokerages seeking comprehensive lead management, automated follow-ups, and team collaboration tools.

Specialized for real estate with 200+ lead source integrations

Automated follow-up workflows and AI-powered lead prioritization

Industries
Real EstateMortgageProperty Management+1
Best For
Small BusinessMid-MarketEnterprise

Omnichannel communication (calls, texts, emails, video)

Advanced reporting and predictive lead scoring

Learn more at

followupboss.com

Data Compatibility

What gets migrated

See exactly which data objects transfer from HawkSoft to Follow Up Boss

HawkSoft
Follow Up Boss
Both platforms support this
Requires field mapping
Not in target CRM

Core Objects

Contacts
Supported
Companies
Supported
Deals
Supported
Leads
Supported
Activities
Supported

Communication

Emails
Supported
Notes
Supported
Tasks
Supported

Advanced Features

Custom Fields
Supported
Custom Objects
Mapping Required
Products
Not Available
Quotes
Not Available
Documents
Not Available
Campaigns
Supported

Specialized

Tickets
Mapping Required
Invoices
Not Available
Subscriptions
Mapping Required

Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.

FAQ

HawkSoft to Follow Up Boss Migration FAQ

Common questions about migrating from HawkSoft to Follow Up Boss.

Related Migration Paths

Explore other popular CRM migrations similar to HawkSoft to Follow Up Boss

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Prefer email? talk@ambrstack.com