Standardize real estate data before CRM migration
As a Dubai brokerage owner at Dubai Residence Complex, Dubai, you want your property, owner, and deal data cleaned and standardized before moving into a new CRM.
Messy spreadsheets and duplicated records slow agents, cause follow-up mistakes, and make a new CRM unreliable unless data is cleaned first.
FAQ
Why should I clean my real estate data before moving to a new CRM?
Clean data avoids duplicates, missing fields, and wrong contacts. This helps your team trust the CRM and work faster after go‑live.
What types of real estate data should I standardize before migration?
Typical data: owners, landlords, buyers, tenants, properties, listings, deals, activities, and documents. Also standardize sources, statuses, and agent names.
How do I handle duplicate owners, leads, or properties?
Define merge rules. For example, same phone or email means possible duplicate. Keep the most complete record and archive or link the others.
How should I structure property and listing data?
Use clear fields: location, type, bedrooms, bathrooms, size, price, status, furnishing, and agent. Use the same units and formats for all records.
What data formats should I standardize for Dubai properties?
Pick one format for phone numbers, building names, communities, unit numbers, and currencies. For example, always use the same spelling for towers and areas.
How do I clean old or incomplete leads before migration?
Tag old leads by age and last activity. Decide rules: for example, archive leads older than a set period with no contact, or mark them as cold instead of deleting.
How can I map my old statuses to the new CRM pipeline?
List all current statuses. Then create a simple new pipeline, like New, Contacted, Viewing, Offer, Under Contract, Closed, Lost. Map each old status to one new step.
What is a safe process to run the migration?
Export data, clean and standardize in spreadsheets, test with a small sample import, fix issues, then run the full import. Keep a backup of the original data.