Replace Follow Up Boss, kvCore or your old CRM
Move your contacts, deals and follow-up into Jtek.
app.jtek.pro
DashboardLast 30 days ▾
New leads61▲ +12% vs last month
Appointments13▲ +2 booked
Conversations248▲ +17 this week
Pipeline value$5.4M▲ +$540K this week
New leads61 total, 9 today
FriSatSunMonTueWedThu
ContactsSmart ListsBulk ActionsCustom FieldsTasksCompanies
AllClientsSellersBuyers Import FiltersSort1,240 Contacts
Contact namePhoneTags
MSMaria Santos(562) 555-0148buyer
DKDavid Kim(562) 555-0193seller
ALAna Lopez(562) 555-0107past client
CYChris Young(562) 555-0175buyer
PSPriya Shah(562) 555-0131sphere
Import data
Choose an import method
Import records from CSV
Upload a CSV file, map fields, review your data, and import records.
Start CSV import
Import from HubSpot
Connect your HubSpot account to import data, including records and custom fields.
Connect HubSpot
Import history
SourceImported byStatusRecords
FileYouCompleted495
Imports
Import contacts, opportunities and custom objects
1Start2Upload3Map4Verify
Select objects to import
Contacts
Contact records and their associated details.
Opportunities
Deals, their stages, statuses, and pipeline progress.
Companies
Businesses, their details, and associated contacts.
1Start2Upload3Map4Verify
Upload your file
Before uploading, make sure your file is ready to import.
Click to upload or drag and drop
CSV (max size 30 MB)Create and update contacts ▾
contact id, email, then phone
BackCancelNext
1What moves over#
- Your contacts, your open deals and your follow-up plans.
- Your number can come too, so past clients still reach you.
2Bring your contacts and deals#
- Export your contacts, and your deals if you can, from the old CRM as CSV files.
- Go to Contacts, click Import, then Start CSV import, and map a Tags column.
- Import deals the same way, with Opportunities selected.
Import deals from your old CRM
3Rebuild your system#
- Make your pipeline and stages first, so imported deals land in the right place.
- Save smart lists from your tags, like past clients or hot buyers.
- Recreate each follow-up plan as a workflow in Automation.
Lead nurture sequences
4What to know#
- Notes, call logs and email history often do not come over in a CSV, so export them before you close the old account.
- Jtek does not route leads in from listing portals or home search sites. Your forms, calls and texts feed Contacts.
Use a number you already own
Still stuck?Ask Jtek AI. It knows your account and answers in seconds.
Checked against the Jtek app in October 2026.