Switch to Shortlists — Free Migration for UK Recruitment Agencies
From Bullhorn, Vincere, Firefish, Loxo or Atlas. Overnight cutover. Contract bridge pricing. No annual contract required.
7 days free, then £79 / $99 / €89 per user per month. Card required. Cancel any time in the 7 days and you won't be charged.
Migrating from another CRM? Talk to us first.
The switch in one paragraph
Free white-glove migration. Most migrations take 2–3 weeks end to end. Overnight cutover with less than 4 hours of user-facing downtime. 7-day parallel monitoring as a safety net. No setup fee. No per-record charge. No annual contract required on the new side either. Still in a contract with another CRM? Pay £40 per user per month until it ends. Book a call and we'll set it up.
The 7-step migration process
- Discovery call (20 mins). We look at your current platform, user count, custom fields and live integrations.
- Data audit. Every field that needs to migrate is identified. Custom fields, archived records, integration tokens — all mapped before we touch the live data.
- Sandbox import. A full import in a test environment of Shortlists. You log in and stress-test.
- Verification. You check candidate count, key fields, the last 50 placements, your most-used custom field, email threads on the right records. We give you a checklist.
- Schedule cutover. Usually a Friday night.
- Overnight migration. Your data moves while you sleep. Under 4 hours of user-facing downtime.
- 7-day parallel monitoring. Old platform stays live (read-only) as a safety net.
For the longer treatment, see the full switching guide or what overnight migration means.
Contract bridge pricing
Still in a contract with another CRM? Pay £40 per user per month until it ends. Book a call and we'll set it up. You don't pay full price for both platforms during the overlap.
- While your old contract is still running: £40/user/month.
- Once it ends: standard All Access pricing, £79/user/month.
- No annual contract required on Shortlists. Cancel any time. You keep access until the end of the period you've paid for. No refunds for part periods.
For the detail of how bridge offers work, see contract bridge explained.
What's included
Every migration includes:
- White-glove migration. We do the data export from your current platform, field mapping, import, validation, and cutover.
- Field mapping audit. Custom fields, archived data, deleted-but-recoverable records — flagged in the audit step.
- Sandbox testing. Full import in a test environment for you to validate before cutover.
- Overnight cutover. Friday night migration window. Under 4 hours of user-facing downtime.
- 7-day parallel monitoring. Old platform live as a safety net.
- Training. Two team sessions, included.
- All integrations. LinkedIn, Gmail, Outlook, Folk, HeyReach reconnected during cutover.
No migration fee. No setup fee. No partner-led handoff to a third-party consultancy.
What it costs after migration
- £79 per user per month standard. No annual contract required: pay monthly, or pay annually and save 15%. Cancel any time. You keep access until the end of the period you've paid for. No refunds for part periods.
- Contract bridge pricing. Still in a contract with another CRM? Pay £40 per user per month until it ends. Book a call and we'll set it up.
- All-in pricing. AI, integrations, notetaker, BD Radar, candidate portal, revenue dashboard — included. Not paid add-ons.
For the full pricing breakdown including team-size scaling, see full pricing breakdown.
Common questions
Is the migration actually free?
Yes. White-glove migration is included in the standard subscription with no separate migration fee. We do the data export from your current platform, field mapping, import, validation, and cutover. No partner fees, no per-record charges, no setup fees.
Can I switch while still in my Bullhorn or Vincere annual contract?
Yes. Still in a contract with another CRM? Pay £40 per user per month until it ends. Book a call and we'll set it up. You don't pay full price for both platforms during the overlap. Once your old contract ends, you move to standard All Access pricing, £79 per user per month.
How long does the migration take?
If you're moving from another CRM, book a call first. We set up your account so your trial runs while we move your data. Most migrations take 2–3 weeks end to end: 1 week of discovery and field mapping, 1 week of sandbox testing and validation, then an overnight cutover on a Friday. Total user-facing downtime is usually under 4 hours.
Will I lose candidate data?
No. We map every field before we touch the live data, run a full sandbox import for you to validate, and keep your old platform live for 7 days after cutover as a safety net.
What about my email history, notes, and tasks?
All migrated. The fields that sometimes trip up migrations — custom fields, file attachments, email threads, integration connections — are flagged in the audit step and resolved before cutover, not after.
What happens if something goes wrong?
During the 7-day parallel monitoring window, your old platform stays live. If anything's missing or broken, we fix it before the safety net comes down. We've completed migrations from Bullhorn, Vincere, Firefish, Loxo and Atlas without material data loss.
Talk to someone
Book a 15-minute migration call. We'll look at what you're on, how many users, what custom fields you've added, and what the bridge offer would look like for your specific contract.
Prefer email? Send us your current platform + user count and we'll come back within 1 business day with a migration estimate.
Built in the UK · GDPR compliant · No annual contract required · Free white-glove migration
Related reading
- The full switching guide — when to switch, what to expect, decision matrix for which alternative fits which platform
- Shortlists vs Bullhorn — feature, pricing, and migration comparison
- Shortlists vs Vincere — feature, pricing, and migration comparison
- What to look for in a CRM — the 8-question evaluation checklist
- Migration process detail — every step explained, including the data fields that always trip migrations up