Migration Guide for Small Teams
Converge Team
Part of the Help Scout migration guide
Migration guide specifically for small support teams (2-10 agents) switching from Help Scout.
Small Team Migration from Help Scout
Help Scout's free tier supports up to 5 users with 1 inbox, making it a common starting point for small teams. But as your team grows or needs WhatsApp/social channels, you're pushed to the Standard ($25/user/month) or Plus ($45/user/month) tier where per-seat costs add up fast.
When Small Teams Outgrow Help Scout
The free tier works for tiny teams handling email only. The moment you need more than 1 inbox, WhatsApp support, or more than 5 users, you're on a paid plan. A 5-person team on Standard costs $125/month for just email and live chat. Adding WhatsApp on Plus jumps to $225/month. For a team that could be spending $49/month total elsewhere, that's a significant difference.
Same-Day Migration for Small Teams
Small teams can realistically migrate in a single day. Here's the breakdown:
Morning (1-2 hours): Sign up for your new platform, connect your email channel by updating forwarding rules, and connect any social/messaging channels (WhatsApp, Messenger, etc.). Set up quick replies by copying your Help Scout saved replies.
Afternoon (1-2 hours): Invite your team, walk through the new interface together, and handle your first conversations. With a small team, you can do this as a group and everyone learns at the same time.
Cost Impact for Small Teams
Help Scout per-seat costs vs flat-rate alternatives:
- 3 agents on Standard: $75/month (email + chat only)
- 3 agents on Plus: $135/month (adds WhatsApp/social)
- 5 agents on Standard: $125/month
- 5 agents on Plus: $225/month
A flat-rate alternative at $49/month for up to 15 agents saves a 5-person team $76-176/month ($912-2,112/year) depending on which Help Scout tier you're comparing against.
What Small Teams Won't Miss
Help Scout's enterprise features (HIPAA, SSO, 25 inboxes, dedicated account manager) are on the Pro tier that small teams never use. The Teams feature requires Plus. Most small teams use Help Scout for shared email inbox and maybe Beacon -- functionality that's available on nearly every modern support platform.
For small teams currently on Help Scout's free tier: if you're hitting the 5-user or 1-inbox limit, compare the cost of upgrading to Standard ($25/user) against switching to a flat-rate platform that includes more channels from the start.
Need the full migration guide?
This page covers migration guide for small teams specifically. For the complete step-by-step migration process:
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