MOVE TO REPRECINCT

Move to rePrecinct and keep the relationships your deals depend on

We rebuild the links between contacts, properties, campaigns and deals, so your team keeps working from day one.

Plan Your Migration See Migration Guides

Migration path

Your current CRMExport and review

MapContacts, properties, campaigns

MigrateRequirements, deals, leases

ValidateStructure and relationships

rePrecinctTeam trained and live

Migration guides by platform

Pick the CRM you use today and see exactly what moves into rePrecinct, what changes, and what your agents do in week one.

MIGRATION GUIDE

A commercial CRM migration starts with the relationships, not the spreadsheet.

A useful commercial property database contains relationships between people, companies, properties, campaigns and demand. The migration process should preserve enough structure for the team to continue working once the new CRM is live.

Company

Contact

Requirement

Property

Campaign

Matching

Transaction

Review the records before you move.

Data area	What to review
Contacts	Names, companies, ownership, tags, consent
Properties	Address, property type, physical attributes
Campaigns	Sale/lease context and linked property
Enquiries	Contact and campaign relationships
Requirements	Location, asset type, areas, budget
Transactions	Sale and lease history
Lease information	Commencement and expiry data
Marketing	Groups, templates and historic activity

Talk to rePrecinct about your data

Map the old CRM to the commercial workflow you want next.

SOURCE CRM

People

Property records

Listings

Buyer briefs

Past deals

Lease records

rePrecinct

Contacts

Properties

Campaigns

Requirements

Transactions

Lease Expiries

Exact migration scope depends on the structure and quality of the source data. Confirm the fields and history you need with the rePrecinct team before migration.

Validate before the team starts working.

01 STRUCTURE

Do the records belong in the right place?

02 RELATIONSHIPS

Are the important records still connected?

03 WORKFLOW

Can agents continue the work they need to do?

A rePrecinct specialist runs your onboarding for you.

Onboarding is where a move succeeds. One dedicated specialist maps the data, builds the workflow and trains your team, so agents work in rePrecinct from day one.