CRM Migration Checklist for Realtors Switching Platforms

Who needs a migration checklist?

Any real estate team moving from tools like Follow Up Boss, LionDesk, or another fixed-cost CRM needs a clean migration path.

What should you migrate first?

Start with contacts, pipeline stages, active automation, and every lead source feeding your database. If those are incomplete, your first two weeks after migration will feel chaotic.

Where do most migrations fail?

Agents forget to map ownership rules, texting opt-in status, and open-house follow-up sequences. Those gaps break conversion more than missing historical notes.

Why does speed matter during the switch?

You still need instant response while moving systems. A high-speed real estate lead portal plus fast automation protects revenue during the transition.

Checklist Snapshot

• Export and clean contacts before import.
• Map all lead-source triggers and owner-assignment rules.
• Rebuild only the automation that drives active revenue first.
• Measure the conversion delta with the ROI calculator.