No. You do not have to re-key clients one at a time, and you do not have to choose between that and nothing.

Click through the walkthrough above to see a business created and briefed by AI. For many clients at once, ask the AI workspace to import your clients from a file.

Open the AI workspace (Cmd + I), choose Import your clients, and attach your client list as a CSV or spreadsheet export from Excel, Google Sheets or your CRM. The AI reads the file, creates the businesses and tells you what it brought in. Check the result on your Businesses list.

Plenty of brokers skip migration entirely. Create a business when you start working the deal and let Autofill do the typing: drop in the client's documents, such as bank statements and tax returns, and the details are extracted to build the profile. That is often faster than moving a stale record across.

If you want a live connection to a CRM such as HubSpot, Copper, Zoho, Pipedrive, Salesforce or GoHighLevel, we set it up with you. Book a call and Roman, our CTO, joins it. There is no charge. Core client and contact data is what connects today; deal stage sync is on the roadmap. If a connection is not something we can support for your CRM, a CSV export gets you to the same place through the import above.

The full detail is in Can I import my clients in bulk or connect a CRM other than GoHighLevel?

It takes nothing to get started. Start here, or use one of these.