Migrate from Real Estate CRM Software to monday CRM

All contacts and leads from Real Estate CRM Software migrate as items in the Monday CRM People board. Lifecycle stage and lead status from the source map to a Monday Status or Dropdown column on the People board. The board structure preserves original create dates as a custom Date column and owner assignments via a Person column.

Companies and brokerages map to a dedicated Accounts board in Monday CRM. Each company becomes an item; address, industry, employee count, and annual revenue migrate as custom columns. Company records in Monday can be linked to People items via Connect Boards to reflect the contact-to-company relationship the source CRM tracks natively.

Active deals migrate into Monday CRM's native Deals board. The deal name becomes the item name, amount maps to a Number column, and close date maps to a Date column. The pipeline stage from the source maps value-by-value into Monday's pipeline Stage column. For multi-pipeline setups, separate boards may be required — one per source pipeline.

Each pipeline stage from Real Estate CRM Software (e.g., 'New Inquiry', 'Showing Scheduled', 'Offer Submitted', 'Under Contract', 'Closed Won/Lost') maps individually to a Monday pipeline Stage value. The order and probability weights are preserved as part of the pipeline configuration in Monday CRM.

Call logs and email records migrate as Updates on the linked People or Deal item in Monday, preserving the original timestamp and owner. Meeting records create a separate Activities board with Date, Duration, and Person columns. Notes migrate as text updates or as items in a Notes board linked to the originating contact or deal via Connect Boards.

Custom contact fields from Real Estate CRM Software (e.g., lead source, referral partner, preferred neighborhood, pre-qualification status) become custom columns on the People board. Column type is chosen by data type: Text for strings, Number for integers/currency, Date for dates, Dropdown for pick-lists, Labels for multi-select.

Custom deal fields from the source (e.g., property address, listing ID, commission rate, contingency flags) become custom columns on the Deals board. Property-specific fields like address and listing ID may warrant a Connect Board link to a separate Property board rather than duplicating data in the Deals board.

If Real Estate CRM Software has a dedicated Property or Listing object, this migrates as a separate Property board in Monday. Deal items link to Property items via Monday's Connect Boards feature, so changing property details in one board automatically reflects across linked deals. This mimics the relational property-to-deal link from traditional CRM data models.

File attachments linked to contacts, companies, or deals are uploaded to the corresponding Monday board items. Monday's file storage limits apply per plan: 5 GB on Standard, 20 GB on Pro, 100 GB on Enterprise. Files exceeding plan limits are flagged before migration and can be hosted externally with link columns in Monday.

Owner and agent assignments resolve by email match against Monday CRM workspace members. Unmatched owners are flagged before migration — your team either invites them to Monday first or assigns their records to a fallback workspace member. Historical owner assignments are preserved as a text column on each item for audit continuity.

Tags and categorical labels from Real Estate CRM Software transfer directly into Monday's Labels column type on the corresponding board. Since both systems treat tags as freeform categorical markers without enforced taxonomies, each tag migrates as-is with no value translation or schema mapping required. The original tag names and casing remain intact in the Monday Labels column.

Automations, workflows, and sequences do not transfer. Monday CRM's Automation Center uses a different trigger-action architecture that cannot import logic from external CRMs. We export your workflow definitions as a structured reference document your Monday admin can use to rebuild automation recipes from scratch.

Reports and dashboards are destination-side configuration artifacts. The underlying data (contacts, companies, deals, activities) migrates, so your Monday Dashboard widgets can be rebuilt on the migrated data. We provide a data dictionary of all migrated fields so dashboard authors can map sources to new widgets.