Switching

Switch to Intelli+.
Keep Your Business Moving.

Already using a phone system, calendar, website or customer-management tools? We'll help you connect what works, move eligible information and introduce Intelli+ with a practical transition plan.

A clear plan for switching

Keep your team working while we prepare, test and launch the tools that fit your business.

1

Review your setup

Tell us which website, phone, calendar and customer tools you use. We identify what can stay connected and what can be transferred.

2

Connect and test

We configure Intelli+, connect supported systems and test calls, forms, scheduling and lead routing before launch.

3

Launch with confidence

We agree on the transition timing, verify essential workflows and help you decide when older services are no longer needed.

Data migration, phone-number porting, timing and any additional fees depend on your current providers, access and plan. Existing reviews typically remain on their original review platforms.

Keep the tools you like. Simplify the rest.

We can assess whether Intelli+ should connect to, complement or replace individual tools. You don't have to change everything at once.

Answering services CRM and follow-up platforms Messaging and field-service software Scheduling and dispatch tools Calendly + texting tools Review trackers Voicemail-only phone lines

Let's plan your move to Intelli+.

Tell us what systems you use and what you'd like to improve. We'll discuss compatibility, a realistic setup plan and the right Intelli+ subscription for your business.