Outsourced CRM onboarding
One dedicated specialist migrates your records, configures your pipelines and trains every user at a fixed rate.
See the onboarding serviceMove from Pipedrive to a commercial real estate CRM.
If your team has been adapting deals, custom fields and pipelines around commercial property work, rePrecinct gives enquiries, properties, requirements, campaigns, transactions and market information their own place in the CRM.
COMMERCIAL PROPERTY CRM
Contact
Deal
Pipeline
Company
Contact
Property
Campaign
Requirement
Matching
Transaction
The biggest change isn't the interface. It's the data model.
In a general sales CRM, commercial property information often ends up in custom fields, deals, notes or separate spreadsheets. Moving to rePrecinct is an opportunity to decide which information should become a contact, property, campaign, requirement or transaction.
Pipedrive SOURCErePrecinct TARGET
PeopleContacts
OrganisationsCompanies
Custom property fieldsProperty records
Deals / listing pipelinesCampaign / activity mapping
Buyer / tenant notesRequirements
Closed deal informationTransaction review
The exact mapping depends on how your Pipedrive account has been configured.
Rebuild the workflow around commercial property.
CAMPAIGN
ENQUIRY
CONTACT
REQUIREMENT
MATCHING
TRANSACTION
The move finishes with onboarding and training. A rePrecinct specialist can run that for you.
Bring structured requirements out of notes and custom fields.
BEFORE: UNSTRUCTURED DATA
"Industrial, maybe Dandenong, around 2,000 sqm..."
AFTER: STRUCTURED ATTRIBUTES
PROPERTY TYPEIndustrial
SUBURBDandenong
BUILDING AREA1,500 to 2,500 sqm
BUDGETDemo range
STATUSActive
Pipedrive to rePrecinct Migration FAQ
A rePrecinct specialist runs your Pipedrive onboarding.
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.
- Your data mapped, cleaned and validated against the commercial workflow.
- Your team trained by role, so agents work confidently in week one.
- Campaigns, requirements and reporting live before go live day.
See what your Pipedrive setup would look like in rePrecinct.
Bring one example contact, property and live requirement to the demo.
