Switching

Switching is easier than you think.

You don't have to move everything on day one. Start with one client, then bring the rest over when you're ready.

Step 1
Start with your next new client
Run one client end to end in StackOS, from proposal to portal to invoice. Current projects can finish where they started.
Step 2
Import clients and contacts
Bring your client list and contacts in from a CSV export of your current CRM or a spreadsheet.
Step 3
Bring your books when you're ready
Import general ledger history and bank files from QuickBooks, Xero, or Sage exports, with a preview before anything is saved and an undo if you change your mind.
Step 4
Invite your team and your clients
Add teammates with the permission levels they need, then invite clients to their portal when their next milestone is due.
Step 5
Cancel the old tools one by one
As each job moves over, cancel the tool that used to do it. Most studios keep their email and documents where they are.

Coming from

Switching from a specific tool?

Most studios run their first client in StackOS in the first week and move the rest over gradually. You never have to switch everything at once.

During the beta, studios get guided migration of their clients, contacts, and books with the Stack Mode team.

Yes. You can export your records to CSV.

Start with one client. See the difference in a week.

25 web studios. Free during the beta.