Migrate from Real Estate CRM Software to Freshsales

Real Estate CRM Software contacts map to Freshsales Contacts when they have an established relationship; leads map to Freshsales Leads. The split is based on lifecycle stage or status — contacts with a deal in progress route to Contact in Freshsales. All original create dates, modify dates, and owner assignments are preserved.

Real Estate CRM Software companies (brokerages, property management firms, team organizations) map to Freshsales Accounts. Company hierarchies, if the source supports parent-child relationships, translate to Freshsales' Parent Account field. Multi-contact associations per company are handled via Freshsales' contact-account relationship. All company records, including inactive or archived firms, migrate with their status preserved as a custom field to maintain historical reporting continuity.

Real Estate CRM Software deals map to Freshsales Opportunities with stage, amount, close date, owner, and name transferred. Deal properties specific to real estate (address, MLS number, listing status) become custom fields on the Opportunity — we flag these for custom field creation before migration so the Freshsales schema is ready first.

Real Estate CRM Software pipelines map to Freshsales Pipelines 1:1. Each pipeline becomes a Freshsales pipeline with its own stage configuration. Stage names and probabilities are recreated as Freshsales stage values per pipeline. Stage-entered timestamps are preserved as custom datetime fields for historical reporting continuity, enabling you to build reports that reference when each deal entered its current stage.

Real Estate CRM Software tasks (follow-up reminders, agent to-do items) migrate as Freshsales Tasks with original due dates, owners, and subject preserved. Call logs map as Tasks with Type='Call'; email logs map as Tasks with Type='Email'. Meeting records migrate as Freshsales Events.

Real Estate CRM Software notes migrate as Freshsales Notes, linked to the parent record (Contact, Account, or Opportunity). Rich-text formatting is preserved where the source exports allow. Original create date and note owner transfer over to maintain a complete audit trail of all note activity in the destination system.

Real Estate CRM Software file attachments on contacts, deals, or notes are re-uploaded to Freshsales as attachments. File size limits apply (Freshsales default 25MB per file). Inline images in notes are downloaded and rehosted. File names and original upload timestamps are preserved as metadata.

If Real Estate CRM Software has a Property or Listing custom object, we create a corresponding custom object in Freshsales via the Freshworks developer platform. Property-to-contact and property-to-opportunity associations migrate as Freshsales custom object relationships. We document the relationship cardinality before migration runs.

Real Estate CRM Software owner IDs resolve by email match to Freshsales users. Unmatched owners are flagged before migration — those agents need Freshsales accounts provisioned or their records assigned to a fallback owner. Active/inactive status from the source is preserved in a custom field for reporting.

Real Estate CRM Software automations (lead routing, listing alert triggers, follow-up sequences) do not migrate. We export the workflow definitions as a structured JSON reference so your Freshsales admin can rebuild them using Freshsales Workflows and Sales Sequences after migration completes.

Real Estate CRM Software reports (agent performance, listing metrics, transaction pipeline) have no direct Freshsales equivalent and require manual rebuild. The underlying data migrates so Freshsales reports can reference the same fields. We provide a report field-mapping document to guide the rebuild.

Real Estate CRM Software third-party integrations (MLS sync, IDX, transaction management, eSignature) cannot be migrated — they must be reconnected in Freshsales. We document each active integration with its API configuration so your team can re-establish connections post-migration. This includes recording OAuth credentials, webhook URLs, and sync frequency settings where accessible from the source system.

Real Estate CRM Software user roles and permission configurations (e.g., team lead vs. agent access levels) are destination-side schema and cannot be migrated. Freshsales roles and permission sets must be configured separately. We provide a role-mapping worksheet based on your source role names to expedite Freshsales permission setup.

Real Estate CRM Software email templates and drip sequences are not exportable in a format Freshsales can import. We export template content as text/HTML bundles for manual re-creation in Freshsales Email Templates and Sales Sequences. This preserves subject lines, merge fields, and sequence logic for your admin to rebuild.

Real Estate CRM Software internal record IDs are stored in a Freshsales custom field (Source_ID__c) on each object. This enables delta-run de-duplication, rollback identification, and traceability back to the source system. During reconciliation, this field allows you to match Freshsales records back to their original Real Estate CRM Software source for data quality verification.