If your current “marketing stack” looks like a plate of spaghetti (CRM here, funnels there, email somewhere else, texting duct-taped on top), switching can feel risky. The good news: migrations are predictable when you treat them like a project, not a vibe.

This guide covers how to switch from HubSpot, ClickFunnels, and ActiveCampaign to TDMFunnels, what can be migrated, what to rebuild, and how to get set up fast.

Why people switch to TDMFunnels in the first place

Most businesses are not trying to “collect software.” They are trying to:

• capture leads

• follow up fast (SMS + email)

• book appointments

• get paid

• keep conversations in one place

• see the pipeline without crying

An all in one CRM, all in one marketing platform, and all in one sales and marketing software setup means fewer logins, fewer integrations, fewer missed leads, and fewer “why didn’t that zap fire?” moments.

Before you switch: the “don’t migrate garbage” rule

Before moving anything, do this quick cleanup:

1. Export and archive old lists you do not market to anymore

2. Remove duplicates and obvious junk contacts

3. Identify your current “money” pipeline stages (the ones that actually matter)

4. List your core automations (lead nurture, appointment reminders, missed call text back, review requests)

5. Grab copies of your best funnels/landing pages (screenshots, copy, and structure)

This alone makes the migration feel 10x easier.

How do I switch from HubSpot to TDMFunnels?

HubSpot is strong, but it can get pricey fast, especially once you want more automation, more contacts, or more seats. If you are searching things like best all in one CRM for small business or marketing automation CRM, you are probably already feeling it.

A clean HubSpot switch usually looks like this:

• Contacts: export from HubSpot, import into TDMFunnels (then tag/segment)

• Pipelines: recreate stages (do not overcomplicate it)

• Forms and landing pages: rebuild your highest converting pages first

• Automations: rebuild starting with “speed to lead” and appointment reminders

• Email/SMS: reconnect your domains and numbers, then warm up sending if needed

Pro tip: Do not try to recreate every HubSpot workflow on day one. Rebuild the 3 to 5 automations that directly produce leads, appointments, or revenue.

How do I switch from ClickFunnels to TDMFunnels?

If you are searching ClickFunnels alternative, sales funnel software, or funnel builder with SMS follow up, you are usually trying to stop paying for funnels plus five other tools to actually run the business.

A ClickFunnels switch usually looks like this:

• Rebuild your best funnel first (the one currently making money)

• Add the missing pieces ClickFunnels does not fully solve alone:

  • CRM and pipeline tracking

  • SMS + email follow up

  • booking and scheduling

  • payments and invoicing

  • unified inbox for replies

If your current funnel depends on email follow up in another platform, this is where consolidating gets fun, because your funnel does not just collect leads, it follows up until they book.

How do I switch from ActiveCampaign to TDMFunnels?

ActiveCampaign is great at email automation. Most people leave because they want the automation plus the CRM, booking, payments, and messaging under one roof.

An ActiveCampaign switch usually looks like this:

• Export contacts and lists, import into TDMFunnels with tags

• Rebuild your highest value sequences first:

  • new lead nurture

  • appointment reminders

  • no show recovery

  • reactivation campaigns

• Replace “email only” thinking with “email + SMS” where it matters (short reminders, confirmations, quick replies)

If you are looking for email and SMS marketing tool or automate text and email follow ups, this is the upgrade path.

Can you migrate my contacts, pipelines, and automations?

Yes, in most cases you can migrate the core building blocks. Here is the realistic version:

What is usually straightforward to migrate

• Contacts (CSV export/import)

• Tags and basic segmentation

• Pipelines and stages (recreated cleanly)

• Simple automations (welcome, reminders, follow up sequences)

• Basic email templates and SMS templates

What usually needs rebuilding (and that is normal)

• Complex conditional logic built over years

• “Franken-automations” that rely on three outside tools

• Funnels that were patched repeatedly instead of improved

• Old lists that should have been retired a long time ago

The goal is not to recreate every weird edge case. The goal is to recreate what makes money, then improve the rest.

Do you have a “replace my software stack” checklist?

Yep. Here is a solid version you can turn into your internal plan (or a lead magnet):

Replace My Software Stack Checklist

Step 1: Inventory

• CRM:

• Funnel/landing pages:

• Email marketing:

• SMS provider:

• Scheduling:

• Payments/invoicing:

• Reputation/reviews:

• Call tracking:

• Social DMs:

• Other:

Step 2: Identify the essentials

• What is required to capture leads?

• What is required to follow up?

• What is required to book?

• What is required to get paid?

• What is required to retain?

Step 3: Pick your “Day 1” migrations

• One pipeline

• One primary funnel/landing page

• One booking flow

• One payment flow (invoice or link)

• Three automations:

  1. speed to lead follow up

  2. appointment reminders

  3. missed call text back

Step 4: Decommission plan

• Cancel tools only after:

  • tracking is confirmed

  • forms are replaced

  • automations are live

  • domains and phone numbers are tested

If you want, you can paste your current stack and I will map each tool to what it becomes inside TDMFunnels.

How long does it take to get set up?

It depends on how much you are moving, but most small businesses can get the core system running fast if they focus on the right order.

Common setup timelines

• Fast start (1 to 2 days): import contacts, rebuild one pipeline, launch one funnel, connect email/SMS, basic follow up

• Standard (1 to 2 weeks): multiple funnels, full appointment flow, payments, reputation requests, segmented campaigns

• Full migration (2 to 6 weeks): complex workflows, multiple offers, multiple pipelines, team permissions, deep reporting

The shortcut is always the same: launch the minimum that captures leads and follows up, then expand.

Switching FAQ (quick answers)

Do I need a unified inbox?
If you are tired of losing leads in DMs, missed calls, email replies, and text threads, yes. A unified inbox software setup is one of the biggest quality-of-life upgrades.

Can I do missed call text back?
Yes, and if you serve local businesses, missed call text back is basically free money.

Can I replace multiple marketing tools with one platform?
That is the point. If you are searching replace multiple marketing tools or stop duct taping different softwares together, consolidation is the play.

Ready to switch without the chaos?

If you are currently juggling a CRM, funnel builder, email tool, SMS provider, scheduling app, and payment links, switching is less scary than staying.

Start with one pipeline, one funnel, and three automations. Then let the old stack quietly retire.

If you want, tell me which platform you are leaving (HubSpot, ClickFunnels, ActiveCampaign, or “all of them”), and what your top 1 to 2 offers are, and I will outline a simple migration plan and the exact “Day 1” build list for TDMFunnels.