Migrating to a new CRM system may seem like a complex and stressful process, but with Softimobiliar CRM, data transfer is smooth and hassle-free. Here is a step-by-step guide to achieving a worry-free migration to Softimobiliar CRM:

  • Contact the Softimobiliar Support Team

    The first step is to connect with the Softimobiliar support team. They are ready to assist you in the migration process and answer any questions you may have.

  • Assess Your Current System

    Together with the support team, analyze your current CRM system. Identify the types of data, customer information, properties, and any other data you want to migrate to Softimobiliar CRM.

  • Customize CRM Settings

    The Softimobiliar support team will guide you through the process of customizing CRM settings according to the specific needs and requirements of your real estate agency.

  • Import Existing Data

    Together with the Softimobiliar team, you will perform the process of importing existing data into the new CRM. This may include importing clients, properties, requests, transactions, and other relevant information.

  • Checks and Validations

    After importing the data, it is important to perform checks and validations to ensure that all information has been transferred correctly. Softimobiliar CRM has a robust data verification process to prevent errors.

  • Training and Orientation

    The Softimobiliar team will provide you with training and orientation to familiarize yourself with the new system. You will learn how to efficiently use CRM features to improve property management and customer relationships.

  • Continuous Support

    After completing the migration, you will receive continuous technical support from the Softimobiliar team. They will remain with you to answer questions, provide assistance, and ensure a smooth transition.

  • Optimizing the Use of Softimobiliar CRM

    As you operate in the new CRM, you will discover advanced features and customized functionalities that will enhance your efficiency and performance.

Therefore, migrating to Softimobiliar CRM does not have to be a complicated process. With the expert guidance of the support team and the intuitive tools of the CRM, you will achieve a seamless transfer and enjoy the benefits of a modern and efficient CRM system.