Thank you for being one of our awesome customers, we appreciate your trust and loyalty and are excited to upgrade you to our new full CRM version!

Check out the video below to learn more about the major difference between the two versions.

Note: We are improving and adding new features to ProLine on an almost daily basis, so this video may be missing some cool stuff by the time you watch it. Schedule a live demo for the most up-to-date overview.

See onboarding services on our pricing page for more details.

This new version of ProLine has a ton of functionality, which means there's quite a bit of setup involved to get it up and running. There are only a few steps on this page (that cover the initial conversion), but then there are 9+ steps to follow in the main DIY onboarding guide, and some of these steps can take days of work to complete.

You're welcome to follow the rest of this guide and the DIY guide to do the upgrade and onboard yourself. For best results, though, you should take advantage of our onboarding services. Schedule a call to discuss and purchase onboarding services here.

These steps only cover the initial conversion of your account. You will still need to also follow the DIY Onboarding Guide to completely onboard your company.

You will be re-enabling and configuring these integrations after conversion, but it is better to have them off during the process to avoid any unintended loops or other activity.

Navigate to the other tab of your company settings, or click here.

Click "Upgrade Now" and then "Upgrade" to confirm and start the conversion process. This process can take anywhere from 15 to 90 minutes, depending on how many contacts and campaigns you have in your account.
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You can still call and text through ProLine during this process but try to avoid using any other features of your account until after it finishes.

Now that you've converted your account, you can proceed to our regular Do-It-Yourself Onboarding Guide to finish onboarding your company.