Don't Lose Your Valuable Data During CRM Switch: Invest in Proper Data Migration

February 27, 2023
By Scott Sillari

As a real estate agent, you know that your data is the lifeblood of your business. It's the key to understanding your clients, properties, and leads. But what happens when you need to migrate that data from one CRM to another? It's a daunting task, to say the least.

The truth is data migration is not just a financial investment - it's an emotional investment. You've spent countless hours building your client list and nurturing your leads.

Can you imagine losing all that hard work because of a botched data migration?

To ensure you have access to all the essential data related to your clients, using the API to extract the data you need is crucial. Simply exporting a CSV won't give you access to the agent activity feed, contact logs, task updates, or any other information related to a contact in your CRM.

Unfortunately, some CRMs don't allow exporting tags, tasks, transactions, or appointments, making data migration even more challenging.

But why is proper data migration so important?

It all comes down to data control and ownership. Your business's data is an invaluable asset that includes information about all the clients you've worked with, past interactions, and the potential for future sales. By properly migrating your data, you'll be able to maintain ownership and avoid starting from scratch when switching CRMs.

At Real Synch, we believe in the value of your data and the importance of proper data migration. That's why soon we'll be able to offer a new feature where you can host your own data within our application, separate from any CRM companies. This gives you complete control and ownership over your valuable data.

If you're in the process of migrating your data and need help, don't hesitate to reach out to us.

We're here to assist you every step of the way. Invest in proper data migration to protect the most valuable asset in your business.


Recent Articles

Read All Articles

Real Automation Starts Here

Agents—are you ready to integrate and automate? Partners—do you have a system you’d like to connect with Real Synch? Let’s begin!