The #1 reason CRM switches fail is the setup. So we do it for you.
Every agent has a story about the CRM they paid for and never really moved into — the contacts stayed in the old system, the lead sources never got reconnected, and six weeks later they were back in their phone’s address book. Roost’s guided setup makes DIY genuinely doable. But if you’d rather skip the weekend of CSVs entirely: send us your exports, and log in to a CRM that already knows your people.
From $199 one-time · done within a few business days of receiving your exports
Why the setup is worth paying someone to do
Momentum
An empty CRM teaches you to ignore it
The first week decides everything. If you log in and see your real database — scored, tagged, with a who-to-call list that makes sense — you come back tomorrow. If you log in and see zero contacts and an import button, you come back never.
Cleanliness
Your database deserves better than a raw dump
Years of CRM life leave duplicates, dead numbers, and "John cell 2 NEW." We dedupe and tag on the way in, so your who-to-call list starts from a clean book instead of inheriting a decade of mess.
Voice
The Brain gets taught properly on day one
Roost's drafts sound like you because you teach it your market, scripts, and phrasing. We do that teaching session with you as part of setup — about ten minutes of your time — so the first email it drafts already sounds right.
What $199 includes — the whole move
- Contact import from your old CRM or Google Contacts — guided paths for 15+ systems
- Dedupe and cleanup on the way in — no double Johns, no dead rows
- Tags and groups set up around how you actually work — sphere, past clients, farm, leads
- Lead sources reconnected — Zillow, Realtor.com, Facebook Lead Ads and more via your personal lead webhook (Zapier-compatible)
- Your Roost number set up for calling and texting
- Brain teaching session — your market, niche, scripts, and voice (about ten minutes with you)
- A wrap-up walkthrough call so you know where everything lives
- Done within a few business days of receiving your exports
How it works
- 1
Send your exports
A CSV from your old CRM (we'll tell you exactly where the export button is) or just your Google Contacts.
- 2
We move you in
Import, dedupe, tag, reconnect lead sources, set up your number.
- 3
Teach the Brain with us
Ten minutes on your market and how you like to sound.
- 4
Log in to a working CRM
Your real database, scored, with a who-to-call list ready for tomorrow morning.
Larger books are welcome — a very large or unusually messy database may need a custom quote, and we’ll tell you before any work starts, not after.
The honest part: you might not need this
Roost's built-in guided setup handles the common cases well, and plenty of agents self-onboard in an afternoon — it's included with every plan, and Premier and Ultimate include onboarding help already. This add-on exists for Basic-plan agents and anyone who knows themselves well enough to say "if it's on me, it won't happen." That self-knowledge is worth $199.
Common questions
What do you need from me?
Two things: your contact export (CSV from your old CRM, or Google Contacts access) and about ten minutes for the Brain teaching session. Everything else is on us.
Which CRMs can you migrate from?
Roost has guided import paths for 15+ systems — Follow Up Boss, kvCORE/BoldTrail, Lofty, Wise Agent, Top Producer, and more — plus Google Contacts and plain CSV, which covers effectively every CRM that can export. If yours is unusual, ask; the answer is almost always yes.
How long does it take?
A few business days from the moment we have your exports. The bottleneck is almost always getting the export out of the old system — we'll walk you through that part too.
Is my database safe with you?
Your data lands in your own Roost workspace, isolated at the database level so no other account can ever see it — the same architecture described on our security page. We don't sell, share, or reuse your contacts, period.
What about my lead sources?
We reconnect them as part of setup: Zillow, Realtor.com, Facebook Lead Ads, and similar sources flow in through your personal lead webhook, which is Zapier-compatible for the long tail. New leads land scored on your who-to-call list automatically.
Is there a contact limit?
The $199 covers a typical agent database. Very large books (many thousands of contacts) or databases that need heavy manual cleanup may get a custom quote — always agreed before work starts, never a surprise invoice.
Move in without lifting a box
Request founding access and mention done-for-you onboarding — tell us what CRM you're coming from. We'll reply by email with the export steps. No cold calls.