Bring Everything With You — Already using Workiz, Jobber, ServiceTitan, HubSpot, QuickBooks, Housecall Pro, Salesforce, or any other CRM? You don't lose a single record.
Our built-in migration engine transfers your entire business history — customers, jobs, estimates, invoices, line items, payment history, tax amounts, discounts, dates, and notes — directly into your Lead-Z account. Nothing gets summarized. Nothing gets lost. It's a perfect copy.
Migrate from any of these platforms
No technical knowledge. No consultants. No downtime.
For popular platforms like Workiz, Jobber, and HubSpot, we connect directly through their API — no files, no exports, no technical knowledge needed.
For all other CRMs (ServiceTitan, QuickBooks, Salesforce, Zoho, Pipedrive, Freshdesk, and more), simply export your data as a CSV — every CRM has this built in — and upload it to Lead-Z.
API-direct for top platforms. CSV for everything else.Before a single record is imported, you'll see a full preview: the exact number of customers, jobs, estimates, and invoices coming over.
Real samples show your actual amounts, line items, dates, and statuses. You stay in control the entire time — nothing moves without your approval.
Zero risk. Full transparency. Your call.Hit Import and every record lands instantly in your Lead-Z account — customers in your customer list, invoices in your invoice list, jobs on your schedule.
Ready to work from day one. No setup. No cleanup. No headaches. Your business continues exactly where it left off — just on a better platform.
Under 10 minutes, start to finish.Every field. Every record. Every dollar. Exactly as it was.
We built migration to be the safest, easiest step you'll ever take.
Records are matched by email, phone, and invoice number so nothing gets imported twice.
Every line item, every dollar amount, every date is migrated exactly as-is. Nothing summarized.
If your CRM can export a CSV, we can import it. No exceptions.
Your data is transferred over encrypted connections and never shared with third parties.
See your full migration preview before importing a single record. Zero commitment.
What used to take weeks of manual entry or thousands in consultant fees — done in minutes.
Switching CRMs used to mean weeks of manual data entry or paying a consultant thousands of dollars.
With Lead-Z, you do it yourself in under 10 minutes — for free. Preview everything before you commit. Your business history is perfectly preserved. You pick up exactly where you left off — just on a better, smarter platform.
No credit card · No setup fee · Preview before you import