Can You Export Contacts from kvCORE to Follow Up Boss Without a Migration Fee?

Absolutely, you can export contacts from kvCORE to Follow Up Boss without facing a migration fee. The process is simple, utilizing a CSV file for export and import, enabling a cost-effective transfer of your contacts.

Quick Verdict

• Direct Export: Yes, contacts can be exported without a fee.
• Method: Export from kvCORE as a CSV, then import into Follow Up Boss.
• Time: Expect about 30 minutes for the entire process if you have a decent list size.
• Why It Matters: Avoiding migration fees saves money—critical for agents and small teams looking to maximize profitability.

The Process: Step by Step

Step 1: Exporting from kvCORE

1. Login to kvCORE: Access your kvCORE account.
2. Navigate to Contacts: Go to the "Contacts" section on the sidebar.
3. Select Contacts: Choose the contacts you wish to export. You can select all or specific contacts based on your criteria.
4. Export: Click on the export option, usually found in the action menu. Choose the format (CSV is standard).
5. Download: Save the CSV file to your device.

Step 2: Importing into Follow Up Boss

1. Login to Follow Up Boss: Access your Follow Up Boss account.
2. Navigate to Contacts: Find the “Contacts” tab on the dashboard.
3. Import Contacts: Look for the import option and upload the CSV file you downloaded from kvCORE.
4. Map Fields: Follow the prompts to ensure the fields from kvCORE align correctly with those in Follow Up Boss.
5. Complete Import: Review and confirm the import. The system will notify you once it's done.

Potential Pitfalls

• Data Mapping Issues: Sometimes, field names or formats differ between platforms, which might require manual adjustments.
• Duplicate Contacts: Watch out for duplicates if both systems contain overlapping contacts.
• Missing Data: Ensure all necessary fields (like emails and phone numbers) are included in your export.

Features Comparison: kvCORE vs. Follow Up Boss

Pros and Cons of Each Platform

kvCORE

Pros: - Comprehensive lead generation tools. - Integrated website and IDX capabilities.

Cons: - User interface can be clunky. - Limited flexibility for independent brokers.

Follow Up Boss

Pros: - Fast and robust CRM features. - Excellent communication tools (SMS, emails, calls).

Cons: - No built-in IDX website. - Higher price point for some small teams.

The Hidden Transaction Costs

While exporting contacts is free, consider the hidden costs associated with switching CRMs:

1. Time Investment: The learning curve can eat into productivity. Follow Up Boss might have a more user-friendly interface, but it still requires training.

2. Data Loss Risk: During the export/import process, there's always a risk of data loss if not done carefully—especially if you're managing a large database.

3. Customer Support: Depending on your familiarity with each platform, you may need to invest in support—or time spent troubleshooting issues.

What Real Users Report on Reddit (r/landlord & r/realtors)

Users on Reddit highlight a few key takeaways regarding kvCORE and Follow Up Boss:

• kvCORE: Many users appreciate its lead generation tools but express frustration with the steep learning curve and sluggish interface. A common theme is the need for better user support.

• Follow Up Boss: Users rave about the speed of their autoresponders and seamless integration capabilities. The straightforward setup is a bonus, but some smaller users feel the pricing is a bit steep for the features offered.

Real User Feedback Summary

• kvCORE: Great for lead generation, but needs a revamp in user experience.
• Follow Up Boss: Fast, effective—but watch the costs if you're a small team.

Decision Framework

Choose kvCORE if: - You prioritize lead generation features and have a brokerage that covers costs. - You’re comfortable with a steeper learning curve and can manage multiple integrations.

Choose Follow Up Boss if: - You need a fast, intuitive CRM that allows for quick responses to leads. - You’re willing to pay a premium for ease of use and robust communication tools.