Migrate from Real Estate CRM Software to Twenty CRM

Real Estate CRM Software contacts and leads map directly to Twenty's People object. All contact fields (name, email, phone, address, job title) transfer as People fields. Original owner assignments resolve by email match against Twenty workspace members; unmatched owners flag for admin review before migration commits.

Real Estate CRM Software company records map 1:1 to Twenty's Company object. Company name, domain/website, industry, employee count, annual revenue, and billing address transfer as standard Company fields. Parent-child company hierarchies preserve via Twenty's Parent CompanyId lookup; circular references flagged before load.

Real Estate CRM Software deal records map to Twenty Opportunities. Deal name, amount, close date, stage name, probability, owner, and associated company and people links transfer. Stage names map value-by-value to Twenty's Opportunity Stage pick-list; any source stages without a direct Twenty equivalent route to a configurable default stage with a custom Stage_Source__c field for audit.

Real Estate CRM Software property records have no native Twenty equivalent. We create a 'Property' custom object in Twenty (Pro tier limited to 10; Organization tier unlimited) and map property address, type, status, listing price, MLS number, bedrooms, bathrooms, square footage, and lot size as custom fields. Property-to-contact associations migrate as Opportunity links or custom relation fields.

Real Estate CRM Software engagement activities map to Twenty's Task and Note objects. Calls and emails migrate as Tasks with Type, Subject, Description, and completed date. Meetings migrate as Tasks with a Meeting type flag and original start/end timestamps preserved. Notes migrate as Twenty Notes attached to the relevant People, Company, or Opportunity record.

Real Estate CRM Software custom fields (lease expiration, commission rate, lead source, property type, etc.) migrate as Twenty custom fields. Field type mapping: text → TEXT, number → NUMBER, date → DATE, pick-list → SELECT, multi-select → MULTI_SELECT, checkbox → BOOLEAN, currency → NUMBER (currency symbol preserved as custom metadata). Required fields require Twenty-side field creation before records load.

Real Estate CRM Software owner IDs resolve to Twenty workspace members by email match. Active owners with matching emails in Twenty get assigned directly. Unmatched owners are flagged; your admin either invites them to Twenty before migration or assigns their records to a fallback Workspace Member. Inactive or deleted source owners get reassigned per your specified rule.

File attachments attached to Real Estate CRM Software records (listing photos, contract PDFs, lead documents) are re-uploaded to Twenty as file attachments where the API supports it, or preserved as URL fields pointing to a shared storage location your team configures. File size and format limits from Twenty's storage layer apply.

Workflows, automated sequences, drip campaigns, and listing alerts in Real Estate CRM Software do not migrate. We export your workflow definitions as a structured JSON reference document for your Twenty admin to rebuild using Twenty's workflow builder (Pro tier limited to 6 workflows; Organization tier higher). Advanced sequencing may require a third-party tool integration.

Report definitions and dashboard configurations do not migrate — their underlying data does. After migration, your team rebuilds reports in Twenty using the migrated Opportunity, People, and Company data. The data continuity is preserved so historical reporting logic can be replicated without starting from scratch.