Clean and unify your client database across tools in Dubai
Merge contacts from old CRMs, Excel files, and phones into one real estate CRM, so your new digital-first brokerage starts with a single, accurate source of truth.
Launching a new agency, you can’t risk duplicate records or lost leads; a clean, unified database helps target the right clients, automate follow-ups, and track every deal in one place.
FAQ
Can you merge contacts from different CRMs, Excel files, and phones?
Yes. We import data from your CRMs, spreadsheets, and phone address books, then match and merge them into one clean database inside RealEstate OS.
How do you remove duplicate contacts from multiple sources?
We use rules like same phone, email, or name plus company to find duplicates. Then we merge them into one profile and keep a history of the merged records.
Can you keep my old tags, notes, and deal history when merging?
Yes. We combine tags, notes, and deal links from all sources into the main contact. You do not lose past interactions or deal context.
How do you handle different data formats and messy Excel sheets?
We map columns to standard fields, fix common errors, and normalize formats, for example phone numbers and dates. Then we import the cleaned data into the CRM.
Can I separate landlords, buyers, tenants, and investors in one database?
Yes. We add roles, segments, and custom fields. You can filter by role, budget, location, language, or source while still using one unified database.
How do you avoid mixing personal contacts with business leads?
We set clear rules and fields for contact type. For example, staff personal contacts can be marked private, while business leads are shared with the team.
Can you sync new leads from portals, website, and WhatsApp into this database?
Yes. We connect main lead sources so new leads flow into the same CRM. Each lead gets a source label, so you can track where it came from.
How long does a typical data clean-up and merge project take?
It depends on volume and messiness. As an example, a few thousand contacts from 3–4 sources may take from several days to a few weeks, including checks.