Inventory the current stack
List the CRM, transaction, e-signature, deadline, website, lead-source, and reporting tools in use. Mark the owner, monthly cost, renewal date, and data export available from each.
Switching and setup
Move the workflow.Keep control of the data.
A CRM change should be a controlled operating move—not a blind upload. Use this plan to prepare the data, validate one real workflow, and know what must be confirmed before your team cuts over.
Free setup helpClient import + exportNo credit cardKeep your website
The migration path
Five controlled steps. No mystery handoff.
The exact import depends on the source system and available export. AgentEasePro setup help should confirm the field map before the final move.
Export and clean contacts
Create a current contact export, remove obvious duplicates, standardize names and contact details, and preserve an untouched backup before mapping anything into a new workspace.
Confirm the field map
Review the fields and file types available from the current system with AgentEasePro setup help. Do not assume every note, attachment, activity, or custom field transfers automatically.
Configure the operating workflow
Set the pipeline, team access, brand settings, templates, task ownership, and the first active deals before asking the entire business to change its daily habits.
Validate before cutover
Spot-check contacts, active transactions, dates, permissions, and exported records. Keep the old system available until required data and current deals have been verified.
Prepare before importing
Bring a clean operating map.
The safest migration starts with exports you control and a written picture of the current workflow. Keep an untouched source backup until the move has been validated.
Contacts and leads
Bring
CSV or supported export from the current CRM
Verify
Names, emails, phone numbers, source, stage, owner, tags, and consent records where available
Active deals
Bring
A current deal and transaction list
Verify
Property, parties, stage, contract status, critical dates, assigned work, and document location
Documents
Bring
Organized folders from the current transaction tool
Verify
Final signed documents, current templates, naming conventions, and brokerage retention requirements
Team access
Bring
Current user and role list
Verify
Who needs access, what each person owns, and which former users should not be re-added
Lead sources
Bring
Website, portal, referral, and advertising list
Verify
Source names, routing expectations, and the person responsible for each follow-up path
Current costs
Bring
Recent invoices and renewal dates
Verify
Base subscriptions, per-user charges, add-ons, setup fees, and tools that can actually be retired
Recommended first week
Reach one real win before moving everything.
Back up and scope
Export the source systems and identify the first workflow to move.
Create the workspace
Set the business profile, users, roles, and core operating settings.
Import and inspect
Load the supported contact data and verify a representative sample.
Build one real deal
Use an active or safe test transaction to validate the deal, packet, document, and date flow.
Set daily ownership
Assign tasks, follow-up, deadlines, and team responsibilities.
Run, review, then expand
Use the command center, fix gaps, and move the next workflow only after the first one is dependable.
Data ownership and exit
Your business data remains yours.
AgentEasePro’s Terms state that customers retain ownership of their contacts, files, documents, communications, property data, and other submitted business information. Available export tools should be used before cancellation, and retention can vary by data type, account status, legal requirements, and backup cycles.
Important limitation
Do not cancel the old system first.
Export and verify required records before a source account is closed. AgentEasePro does not control the completeness, format, or availability of another vendor’s export.
Bring the real workflow
See what moves—and what stays.
Book a walkthrough with the current tools, data sources, team size, and first workflow you want to simplify.