Agency: CRM Migration + Automation

Migration from ClickUp to GoHighLevel with automations between sales and back-office. Eliminated lead loss and rework.

Challenge

The agency used ClickUp as an improvised CRM. Leads were lost between sales and back-office, follow-ups were forgotten, and there was zero automation. The migration to GoHighLevel needed to preserve history and automate flows.

Solution

We migrated the entire database and history to GoHighLevel, configured automations between sales and back-office, and implemented automatic follow-up sequences to eliminate lead loss.

Results

Complete migration without data loss

Sales ↔ back-office automations

Lead loss eliminated

Manual rework eliminated

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