September 20, 202600.0
Broker and Excel: move to CRM without losing the book
Guide · migration
Excel is fine at the start. It breaks when you have more than two brokers and listings change daily. Safe migration is a pilot: audit files, import the minimum, lock one status language.
auditfiles
importbase
pilot2 weeks
standardstatuses
Do not
Do not migrate 40 “just in case” columns. Migrate funnel, owners and active listings.
1
1–2 day audit
Used columns, duplicates, what to drop.
2
Status standard
Short lists for listing and client.
3
Minimum import
Active listings + active clients + owners.
4
14-day pilot
2–3 brokers CRM-only; Excel read-only.
5
Full switch
Rest of the team; weekly CRM report.
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