Guide
Migrate your CRM without losing data.
Most brokerages dread changing CRMs because they've been burned: lost contacts, broken deal stages, duplicate records, and leads that fell through the cracks during the switch. None of that has to happen. A move that follows a checklist is routine. This is that checklist.
A clean CRM move follows a set order: export and check your data, match fields to the new system, merge duplicates, run a test import, check it, then switch over. Done in order, you move contacts, deals, and history without losing leads. And if your listings site moves too, forwarding your old web addresses protects your search rankings.
1. Export and check
Pull a full export from your current CRM and check it. How many contacts? What fields? Where are the gaps and duplicates already? You can't move cleanly what you don't understand.
2. Match fields
Match each field in the old system to its home in the new one. Decide what to keep, what to merge, and what to drop. Custom fields and deal stages each need a clear match.
3. Merge duplicates
Merge duplicate contacts before you import, not after. It's far easier to clean the data once than to untangle duplicates spread across a live system.
4. Test import and check
Run a test import first. Spot-check contacts, deal stages, and history against the original. Fix any field matches before the full load.
5. Switch over
Run the full import during a quiet window. Tell your agents about the switch. Keep the old system view-only for a while, in case you need to look something up.
6. Protect search rankings if your listings site moves too
If you're also moving your website or listings site, point every old web address to its new match, so the move doesn't reset your search rankings.
Frequently asked questions
- How do I avoid losing leads during a CRM migration?
- Export and check first. Merge duplicates before you import. Run a test pass and check it. Keep the old system view-only for a while. Following the order is what prevents lost data.
- Does BrokerDrive help with migration?
- Yes. BrokerDrive imports your contacts, deals, and open transactions. It also forwards your old web addresses to the new ones, so you keep your search rankings when your listings site moves too.