Switch from Follow Up Boss to Esgrow

1 Export Your Contacts from Follow Up Boss

Time: 2 minutes

1. Log into Follow Up Boss
2. Go to People → All People
3. Click the ⋮ menu (top right)
4. Select Export to CSV
5. Choose All fields
6. Click Export and download the file

This gives you a CSV with all contacts, including notes, tags, and custom fields.

2 Create Your Esgrow Account

Time: 1 minute

1. Go to getesgrow.com/signup
2. Sign in with Google (fastest) or create an account
3. You'll land on your empty dashboard

3 Import Your Contacts

Time: 5 minutes

1. Click Settings → Import
2. Select Import from CSV
3. Upload your Follow Up Boss export file
4. Map the columns:
   • First Name → First Name
   • Last Name → Last Name
   • Email → Email
   • Phone → Phone
   • Stage → Pipeline Stage
   • Notes → Notes
5. Click Import

Esgrow automatically deduplicates contacts if you import twice.

4 Set Up Your Pipeline Stages

Time: 3 minutes

Esgrow comes with default stages, but you can customize them to match your Follow Up Boss setup:

1. Go to Pipeline
2. Click Edit Stages
3. Add/rename stages to match: New Lead → Contacted → Showing → Under Contract → Closed

5 Connect Your Email

Time: 2 minutes

1. Go to Settings → Integrations
2. Click Connect Gmail (or Outlook)
3. Authorize Esgrow to read your Zillow/Realtor.com lead emails

New leads from portal emails will auto-import going forward.

6 Verify Your Data

Time: 2 minutes

1. Spot-check 5-10 contacts to ensure notes imported correctly
2. Verify pipeline stages are assigned properly
3. Check that phone numbers formatted correctly