Migrate from CRM for real estate to monday CRM

CRM for Real Estate contacts map to Monday People. Monday's People entity stores name, email, phone, job title, location, and social links. Primary company assignment maps to Monday Companies via the Company field. Owner assignment uses Monday's Person column resolved by email match against Monday users.

CRM for Real Estate company records map to Monday Companies with company name, domain/website, industry classification, employee count, and annual revenue. Parent-child company hierarchies map using Monday's parent-company relationship field if available, or as a custom text reference with a post-migration cleanup task.

CRM for Real Estate deals — including property listings with addresses, listing prices, and listing statuses — map to Monday items on a pipeline board. The pipeline stages become Status column groups in Monday. Property-specific fields (address, price, listing type) map to Text, Number, and Status columns respectively.

CRM for Real Estate pipeline stage names map to Monday Status column groups. Each group holds items at that stage. Stage probability and forecast category are preserved as Number and Status columns for reporting continuity. Stage-transition timestamps are stored as Date columns if available.

CRM for Real Estate tasks and follow-up items map to Monday items on a Tasks board. Task subject, due date, priority, and assignee map to Text, Date, Status, and Person columns respectively. Linked contacts and deals use Connect Boards to maintain the relationship post-migration.

CRM for Real Estate calls, emails, meetings, and notes consolidate into a single Monday Activities board with a Type column to distinguish them. Each item stores subject, body/content, timestamp, owner, and linked contact reference. Monday's Activity integration can surface these within People and Deal boards.

CRM for Real Estate custom objects — such as property records or transaction logs — map to Monday custom boards. Each custom property becomes a Monday column chosen by nearest type. Enterprise-tier Custom Objects can be used for more formal entity definitions. N:N relationships require Connect Boards to replicate.

CRM for Real Estate owner IDs resolve to Monday users by email match, with addresses normalized to lowercase to improve match rates. Any owner lacking a Monday account is flagged before migration, and you can either create the user first or assign a configurable fallback owner so that no imported item lands without an owner. After migration, a reconciliation list allows you to update any remaining unmatched owners.

CRM for Real Estate file attachments on contacts, companies, deals, and activities are downloaded and re-uploaded to the corresponding Monday items as file attachments. Monday's file storage limits apply per plan tier. Files are linked to the parent record they were attached to in the source.

CRM for Real Estate workflow rules, sequence triggers, and automation logic do not migrate. FlitStack exports workflow definitions as a reference document for your Monday admin to rebuild using Monday's automation recipes. Any Zapier or Make integrations built on source triggers also require rebuilding.

CRM for Real Estate email templates and notification rules have no direct Monday CRM equivalent. Templates can be exported as HTML or plain‑text files and recreated in Monday's email sequence tools or used with integrated email services. Marketing automation logic — lead scoring, drip campaigns, conditional triggers — requires a separate platform outside Monday CRM, such as HubSpot, Marketo, or Zapier.

Reports and dashboards in CRM for Real Estate reference underlying data that migrates successfully, but the report definitions themselves do not transfer. Monday's dashboards can be configured on Standard+ plans using migrated data as the source. FlitStack documents the source report structure for your team to reference.