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Switching from GoHighLevel to Close

You can try Close and review a sample of your HighLevel data before deciding to move everything.

Close brings calling, texting, and email into the CRM, with conversations saved alongside the lead. Our migration team can move simple HighLevel data for free, or a Close admin can start an import.

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14-day free trial. No credit card required. Paid plans have a 30-day money-back guarantee. The published turnaround for a simple migration is five to seven business days; confirm your scope and timing first.

On this page8 sections

What changes in Close?

Work through a call list

On Growth and Scale, the Power Dialer moves through a list of leads. Scale also includes the Predictive Dialer. HighLevel's call-list workflow uses a queue of manual actions created by its automations, so try both with your own list to see which fits.

Review the conversation

Close logs calls automatically and creates recordings, transcripts, and summaries, so you can check what happened before following up.

Try an AI agent

Close AI agents can make outbound calls, qualify leads, book meetings, and log conversations. They're available on every plan and use AI credits.

When staying with HighLevel may make sense

If your work depends on client sub-accounts, funnels, websites, courses, or HighLevel's marketing tools, consider whether those need to stay in place. A move may not be worthwhile if your current setup supports your team well.

Who handles the move?

Our migration team moves simple data for free, removes duplicates, and reviews the result with you. Complex or multi-system migrations may carry an hourly cost, disclosed in advance.

  • Our team agrees on the scope, runs the migration, and walks through the result.
  • A Close admin can start the supported Import2 migration instead.
  • A HighLevel admin can export contacts separately from each client sub-account.
  • Your team checks the sample, plans how to replace or rebuild workflows, call queues, AI agents, websites, and other tools, and coordinates number transfers.

Confirm scope, timing, and onboarding inclusions before setting a cutover date.

Try a call and follow-up before you move

Start a free 14-day trial and test one real process while HighLevel remains available. The vendor page reviewed lists $5 in trial calling and enrichment credits.

  1. Get a number and call.Use a new Close number while you test and check the logged call.
  2. Review a sample import.Check contacts and custom fields before moving the rest.
  3. Send a follow-up.Try email while any required US business-texting registration is pending.

If you intend to use a dialer, workflow, or AI agent, test it on a small list first.

See what else to try
  1. On Growth and Scale, try your call list with the power dialer and rebuild one workflow with a single lead. Scale also includes a predictive dialer and live call coaching.
  2. AI agents are available on every plan. Try an agent with a test lead, then read the logged transcript and summary. AI usage draws on the credits included with your plan.

What should you budget?

HighLevel Starter is listed at $97 per account per month billed monthly or $970 per year billed annually, with unlimited users. Close Growth is $109 per user per month billed monthly or $99 billed annually. Close Essentials costs less for some smaller teams but doesn't include workflows.

98% of Close users say it saves them at least three hours a week of admin and manual work, which is more than 150 hours a year per seller.

Both charge for calling usage. HighLevel also meters texts, email sends, and some AI and workflow use. Include any contract overlap and the actual usage your team expects.

Subscription comparison

Team sizeCloseHighLevel
1 sellerClose Growth$1,188/yr billed annually$1,308/yr billed monthlyHighLevel Starter$970/yr billed annually$1,164/yr billed monthly
5 sellersClose Growth$5,940/yr billed annually$6,540/yr billed monthlyHighLevel Starter$970/yr billed annually$1,164/yr billed monthly
10 sellersClose Growth$11,880/yr billed annually$13,080/yr billed monthlyHighLevel Starter$970/yr billed annually$1,164/yr billed monthly

Close is priced per user; HighLevel is priced per account. These list prices were checked October 21, 2026. If you bought HighLevel through an agency, your price may differ. Both charge for call usage, and HighLevel also meters some texts, email, registration, AI, and workflow use. Close phone lines start at $1 per line/month.

Close Essentials includes calling, texting, email, and a shared inbox, but no workflows. It costs $35/user/month billed annually or $49 monthly, which is less than HighLevel Starter for one user billed monthly or up to two users billed annually.

HighLevel usage rates in the vendor information reviewed
UsageListed rate for the US and Canada
Local number$1.15 per number/month
Outbound US calls$0.0126/minute plus $0.004/minute in client charges
Texts$0.00747 per sent or received segment, plus carrier fees
Email sends$0.675 per 1,000 emails
US texting registration$22.50 or $64 per brand, plus $10/month per standard-use campaign

Recheck rates and estimate your team's actual usage before deciding. These subscriptions cover different features: HighLevel includes marketing and client-account tools that Close doesn't replace.

List prices are a starting point. What you pay depends on your billing term, team size, calling, texting, and AI usage beyond included credits, add-ons, onboarding fees, and the terms you agree with each vendor. Prices and plans change, so confirm current pricing before you buy.

Buying for five or more sellers? Talk to our sales team about team pricing and onboarding.

From a sample import to a full migration

  1. Start the import.A Close admin can select GoHighLevel as an Import2 source, or ask our migration team to handle the move.
  2. Review the sample.Check where contacts, custom fields, and opportunities land before continuing.
  3. Set up the mapping.Create the pipelines and statuses you need and confirm tags and company names with the migration team.
  4. Run the full import.Import2 emails you when it finishes.
  5. Rebuild and test.Plan to rebuild workflows, call queues, and AI agents. Close doesn't replace HighLevel's funnels, websites, courses, or payments, so choose where those will live.

HighLevel's documentation notes that its contact CSV omits past email and SMS history and keeps only the latest note, limited to 255 characters. Exports are separate for each sub-account and include only visible contact-table columns. Confirm what the direct import brings across, and make a retention plan for anything it doesn't.

How HighLevel records map into Close
HighLevelClose
ContactsContacts associated with a lead
Company name on a contactLead, subject to confirmation in the sample
Custom fieldsLead, contact, or opportunity custom fields
Opportunity pipelines and stagesOpportunity pipelines and statuses
TagsConfirm with Import2 in the sample
Workflows, email and SMS historyNot in the contact export; rebuild workflows and confirm history separately

For CSV exports, a HighLevel admin exports contacts from each sub-account separately. Show the columns you need before exporting and download the files within 30 days. The direct import may differ from the CSV export, so check the sample and ask the migration team about missing history. See the CRM import guide.

Can you keep your phone numbers?

Often, but confirm each number and its provider before setting a cutover. US and Canadian numbers can be ported by default. Porting ends service with the old provider, so coordinate any workflows or AI agents that use the number.

Support can tell you if a number on your own Twilio account can use an internal transfer, explain the process for numbers on HighLevel's phone service, and check eligibility for other countries. Keep the old service available until the new setup works.

Port paperwork and US texting registration

For a standard US port, provide a signed Letter of Authorization listing the numbers and either your latest carrier invoice or Customer Service Record. The name and address must match. Tell Support if you need texting; for a wireless number, include the account number and PIN.

If the numbers are on your own Twilio account, give Support the numbers, account ID, and desired timing for an internal transfer. Ask Support about numbers on HighLevel's phone service and international eligibility. International ports can take two to six weeks.

Before texting US numbers, complete A2P 10DLC registration. Our onboarding team can help with the registration. Check contracts and any live workflows using the numbers before porting.

Before you switch

  • List the client sub-accounts and data you intend to move.
  • Confirm an authorized HighLevel admin can export each account and save the downloads before they expire.
  • Identify message history and older notes that need a separate retention plan.
  • List workflows, call queues, AI agents, and marketing tools to rebuild or keep elsewhere.
  • Review a sample import and check mappings.
  • Confirm each number's provider, contract, and transfer path; plan required US texting registration.
  • Test a real call and follow-up before canceling HighLevel.

Questions about switching

How do I move from HighLevel to Close?

Start a Close trial and have an admin run a sample import, or ask our migration team to help with simple data. Check the result, rebuild essential workflows, and coordinate any number transfers before canceling.

How long does migration take?

The sample can take a few hours. Our team's published turnaround for a simple migration is five to seven business days. Phone transfers are separate, and international ports can take two to six weeks.

Does migration cost anything?

Simple data migration by our team is free. An import started inside Close generally has no Import2 cost. Complex or multi-system migrations may have an hourly charge, discussed in advance.

Do workflows and message history come over?

Plan to rebuild workflows. HighLevel's contact CSV omits past email and SMS logs and retains only the latest note, limited to 255 characters. Confirm what the direct import brings over and arrange to retain any missing history.

Can I keep my number?

Often, but eligibility depends on the number and provider. US and Canadian numbers can generally be ported; ask Support about a Twilio transfer or HighLevel's phone service before canceling. Porting ends service with the old provider.

Bring a sample of your data. Try a real week in Close.

Connect a number and work a few leads before moving everything.

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Migration steps are from our guide to migrating from another CRM and help center, HighLevel details from its help center, and prices from each vendor's pricing page, checked Oct 21, 2026.

Sources (23)
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  2. Import2: GoHighLevel migrations
  3. Close: Porting your number
  4. Close migration service
  5. Close pricing
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  7. Close calling (help center)
  8. Close Predictive Dialer (help center)
  9. Close AI agents
  10. Close CRM overview
  11. HighLevel pricing
  12. HighLevel pricing guide
  13. HighLevel phone system pricing
  14. HighLevel: A2P 10DLC fees
  15. HighLevel: LC Phone
  16. HighLevel: Web Dialer and Power Dialer
  17. HighLevel: Power Dialer
  18. HighLevel: Manual Call Action
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