Unify the first enquiry.
Bring the minimum enquiry, contact and property context into one working queue.
Keep the tools your agency depends on.
Start with the workflow that causes the most friction while your current CRM remains in place. Add more only when the connection has been tested and your team is ready.
See the adoption pathConnect in layers
Coexist first. Consolidate when it earns its place.
Bring across only the context needed for one measurable workflow. Keep the incumbent authoritative while the pilot runs, then expand deliberately.
Add the operational loop.
Introduce matching, viewings, conversations and agent-approved follow-up.
Move only when proven.
Extend the agency workflow after the team has tested the connection and measured the result.
Status before logos
A saved ID is not a live integration.
Each provider should show a durable operational state. Availability depends on the agency, provider, plan and completed testing.
Current CRM
Scope the first records, sync direction and source of truth with the agency.
Agency scopedProperty portals
Record branch identifiers, provider testing, stock reconciliation and cutover evidence.
Check availabilityEmail & WhatsApp
Keep permitted conversations in context with consent and delivery state.
Check availabilityCalendar
Coordinate proposed and confirmed appointments without breaking the buyer history.
Check availabilityTelephony
Bring call outcomes and approved transcript suggestions back to the record.
Check availabilityMigration
Rehearse the move before making it.
A migration begins with a dry run, field mapping, duplicate review and an error report. The live move follows only after the agency understands what will change.
01
Map
Agree the records, owners, fields and retention classes needed for the workflow.
02
Rehearse
Run an import, inspect exceptions and resolve uncertain duplicates with a person.
03
Cut over
Move against a recorded plan, keep failures visible and retain a rollback strategy.
Provider truth
Not started. In progress. Cutover scheduled. Live. Action required.
These are the states an integration can honestly occupy. The interface should never convert configuration intent into a green light.