CRM

Migrate your LockedOn data

Cloud-based Real Estate CRM built for Australian agencies with automation, vendor reporting, and QR check-in for open homes. Small team, limited public API, opaque pricing.

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In its favor

Why people choose LockedOn

The signal that keeps LockedOn on the shortlist. Sourced from G2, Capterra, and customer scoping calls.

Chosen by Australian real estate agencies for its all-in-one CRM, automation, and marketing platform that reduces manual follow-up tasks.

Customers appreciate the vendor reporting tools and 24/7 Vendor Portal, which keep sellers informed throughout the sales process without additional agent effort.

The QR check-in platform for open homes is cited as a modern feature that simplifies attendee registration at inspections.

Bulk communication and templating engine allows agencies to run on autopilot for routine client outreach and anniversary reminders.

Small team size means customers report a close relationship with support and straightforward onboarding for new agents.

Limited public API documentation makes LockeOn difficult to integrate with external tools, prompting agencies with custom tech stacks to seek alternatives.

Opaque pricing not published on the website causes uncertainty and forces sales conversations before evaluation.

Small team size (11 employees per LinkedIn) raises concerns about long-term platform stability and feature development pace.

Agents report that the automation builder, while powerful, lacks flexibility for complex conditional workflows beyond standard triggers.

Reasons to switch

Why people leave LockedOn

The recurring reasons buyers give for replacing LockedOn. Presented as facts, not knocks.

Platform scorecard

Strengths, weaknesses, and where LockedOn fits

Grades across six dimensions, plus a SWOT-style view of where the platform shines and where it falls short.

SWOT — strengths, weaknesses, and use-case fit

Strengths

Integrated CRM, marketing automation, and vendor reporting in a single real estate-focused platform.Pre-built automation templates for OFI follow-up and post-enquiry welcome sequences.QR check-in for contactless open home registrations.Vendor portal with 24/7 reporting access for sellers.Bulk communication engine with templating for routine client outreach.

Weaknesses

No publicly documented REST API accessible to customers for data export or integration.Opaque pricing model requiring direct sales contact to obtain quotes.Small development team limits pace of feature updates and support capacity.Automation rebuild is manual on destination platforms since automations cannot be exported.Limited object model means complex agency workflows may require custom workarounds.

Where it works

Australian real estate agencies seeking an all-in-one CRM, automation, and marketing platform without needing multi-region or international support.Small to mid-sized agencies with 1–10 agents that benefit from close vendor support and straightforward onboarding processes.Agencies prioritising vendor communication, where sellers expect 24/7 portal access and automated progress reporting throughout the sales process.Teams running frequent open homes that require contactless attendee registration through QR codes rather than manual sign-in sheets.Agencies with straightforward follow-up workflows, such as post-OFI enquiry sequences and anniversary reminder campaigns, that do not require complex conditional branching.

Where it struggles

Large agencies with multiple offices or more than 20 agents, where small-team support capacity and limited scalability become bottlenecks.Agencies with custom tech stacks requiring bidirectional data exchange, since no publicly documented REST API is available for integration work.International real estate markets outside Australia, given the platform is positioned for Australian agencies with local support and English-language vendor-facing tools.Environments requiring complex conditional automation logic beyond standard OFI follow-up or post-enquiry welcome triggers, as the automation builder lacks flexibility for multi-branch workflows.Buyers requiring transparent pricing before engaging a sales conversation, since LockedOn publishes no pricing tiers or feature matrix on its website.

What gets migrated

LockedOn object support

Object-by-object support for LockedOn migrations. Per-pair details surface during scoping.

Contacts

Fully supported

LockeOn's primary contact object stores activity history, buying criteria, notes, and tags. We map contact fields directly and preserve the full activity log during migration.

Properties

Fully supported

Properties track the full lifecycle from potential to sold, including marketing materials, portal uploads, documents, and associated activities. We preserve this lifecycle metadata across migrations.

Listings

Fully supported

Listings are tied to Properties and include status, details, and marketing assets. We map Listings to the destination's equivalent object and flag any missing required fields.

Vendors

Fully supported

Vendor records include contact details and are associated with Properties being sold. We map Vendor fields directly and preserve the vendor-property linkage.

Tenants

Mapping required

Tenant records hold lease-related data including lease terms and tenancy status. We map Tenant fields but flag that lease-specific fields may require manual verification on the destination platform.

Leases

Mapping required

Lease records include terms, start/end dates, and associations to Tenants and Properties. The mapping depends on the destination CRM's lease object schema, and we flag discrepancies during scoping.

Automations (Triggers and Task Plans)

Not in this platform

LockeOn's automation rules including OFI follow-up triggers, post-enquiry welcome sequences, and task plan templates are not exportable via a documented public API. We do not migrate these; they must be manually rebuilt on the destination platform.

Documents

Mapping required

Documents attached to Properties, Contacts, or Leases can be extracted and reattached in the destination system. We handle file export and re-upload but preserve document-to-record associations explicitly.

Tags and Custom Fields

Mapping required

Tags on Contacts and Properties are migrated as-is. Custom fields are migrated with their values but may require manual reconfiguration on the destination if field types differ.

Vendor Portal Records

Not in this platform

The 24/7 Vendor Portal is a LockeOn-specific feature that cannot be replicated on most destination platforms. We do not migrate portal access; we export the underlying Vendor data for manual reassignment.

QR Check-in Data

Not in this platform

QR check-in records from open homes are tied to LockeOn's event-check-in module and are not independently exportable. We do not migrate this object.

Gotchas

What to watch for in LockedOn migrations

Issues we've hit on past LockedOn migrations, tagged by severity. FlitStack AI handles every one — surfacing them up front because buyer engineering teams want to know.

High

No public API documented for customer use

High

Automations are not exportable

Medium

Vendor Portal records are platform-locked

Medium

QR check-in data not independently exportable

Low

Custom fields may require reconfiguration post-migration

How a LockedOn migration works

Four steps, LockedOn-specific

Connect

Not publicly documented into LockedOn. Scopes limited to read-only on the data we move.

Map

We translate LockedOn-specific structures (custom fields, objects, value lists) to the destination's model.

Sample

Test with a 50–200 record subset to validate LockedOn quirks before production.

Migrate

Full migration with LockedOn rate-limit handling. Rollback available throughout.

FAQ

LockedOn migration FAQ

Answers to the questions buyers ask most during LockedOn migration scoping. Not seeing yours? Book a call.

Can't find your answer?

Walk through your LockedOn migration with a real engineer — 30 minutes, free, written quote within 24 hours.

Book a free 30 minute consultation

Most LockedOn migrations under 1M records finish in 48–72 hours end-to-end. Larger orgs with custom objects or buyer-side security review typically take 5–7 days.

Ready when you are

Migrate LockedOn.
Without the rebuild.

Free scoping call with a migration engineer. Tell us about your LockedOn setup and destination — written quote back within a business day.

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