How to migrate to Gizmo

You've made the decision to use Gizmo at your company. Now it's time for a smooth onboarding process.

In this guide, we outline what decisions to make before your Gizmo migration, the pros and cons of each, and how to best prepare your teams for the shift.

Many teams use Gizmo as an opportunity to start fresh with their phone numbers. Many times numbers have been used heavily in subpar systems and are therefore flagged as spam with some or many carriers, so they'll provision brand new numbers for their team.

Other teams will decide to port their existing numbers to Gizmo. Either way, Gizmo has full support and our team will assist in this process. Even if you have a desk-phone setup, those can also be migrated to Gizmo and still take advantage of all of its features.

Teams can choose to use our pre-configured cadence or configure their own custom cadence. The pre-configured cadence has been tested across tens of thousands of leads and proven to increase conversion versus any other system. We recommend using it to start.

You can then create a new, custom cadence ladder with your own custom rules. Changes update in real-time, so you can switch between ladders and monitor the results to your liking.

For inbound calls, you can build as many call flows as you would like.

Gizmo reads existing data from your LOS. All you have to do is enable the integration in your settings and enter your credentials.

Once that is done, your team will instantly benefit from:

• Automated lead export

  Gizmo will automatically export leads to your LOS when users pull credit.

• State licensing synchronization

  State licenses are automatically synced from Encompass to Gizmo and vice-versa. When making lead-routing decisions Gizmo will use your existing license set and keep it up-to-date automatically.

As a final step, add your lead providers in your settings. Unlike other platforms, there is no field mapping or configuration required. Gizmo uses AI to automatically map fields from any lead provider. As you add each provider, you'll be given a posting URL that you can forward to your rep at each lead provider.