Migration Guides: Switch to AgencyPro
Step-by-step playbooks for moving from your current agency stack to AgencyPro. Each guide covers a 1-2 week timeline, data export checklist, and post-migration validation so you move clients, projects, and billing without disruption.
What's inside each migration guide
Every guide follows the same proven structure so you know exactly what to expect when switching.
Why switch
Specific reasons agencies leave each platform for AgencyPro.
Timeline
1-2 week migration breakdown with daily tasks.
Step-by-step process
6-8 numbered steps from audit to cutover.
Data you can migrate
Clear list of what transfers and what needs rebuild.
Common challenges
3 issues with practical solutions.
Post-migration checklist
8 items to verify before cancelling the old tool.
Frequently asked questions
5 answers to the most common migration questions.
Feature comparison link
Deeper comparison page for every competitor.
All migration guides
Migrate from HoneyBook
Move from HoneyBook to a modern agency platform with a branded portal on your own domain.
Migrate from Dubsado
Upgrade from Dubsado's dated UI to a faster, cleaner agency platform.
Migrate from Copilot
Switch from Copilot to gain native project management and retainer billing.
Migrate from SuiteDash
Escape SuiteDash's overwhelming UI for a streamlined agency workflow.
Migrate from Clinked
Upgrade from Clinked's portal-only tool into a full agency platform.
Migrate from Moxo
Move from Moxo's enterprise platform to an agency-focused workflow.
Migrate from SuperOkay
Replace SuperOkay's embed-everything portals with native billing and projects.
Migrate from Proposify
Consolidate Proposify into a platform with projects, invoicing, and retainers.
Migrate from Monday.com
Stop paying per seat and move to an agency platform with client portals included.
Migrate from ClickUp
Escape ClickUp's feature bloat for a focused agency workflow.
Migrate from Asana
Add client portals, invoicing, and retainers missing from Asana.
Migrate from Basecamp
Gain agency-specific CRM, billing, and branded portals not in Basecamp.
Migrate from Teamwork
Upgrade from Teamwork to a modern agency platform with better UI and billing.
Migrate from Notion
Replace Notion DIY databases with a purpose-built agency platform.
Migrate from Hive
Stop paying Hive per user and gain native client portals and invoicing.
Migrate from Ravetree
Upgrade from Ravetree to a modern platform with better UI and faster velocity.
Migrate from Avaza
Move from Avaza's generalist tool to an agency-focused platform.
Migrate from Harvest
Gain projects, client portals, and retainers alongside Harvest-style time tracking.
Migrate from FreshBooks
Upgrade from FreshBooks into a full agency platform as your team grows.
Migrate from AgencyAnalytics
Unify reporting with projects, billing, and client portals in AgencyPro.
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Need a migration that isn't listed?
We help agencies migrate from any tool. Book a call and our team will build a custom migration plan based on your current stack.