Migrate from Real Estate CRM to monday CRM

Real Estate CRM contacts — buyers, sellers, and vendor contacts — migrate as Items on Monday's Contacts board. Email, phone, address, and company associations transfer as native column values. Multi-address records (mailing vs. property address) split across two text columns in Monday.

Brokerages and real estate companies stored in Real Estate CRM map to Monday's Contacts board with a 'Company' column type, or a dedicated Companies board if your setup tracks brokerage-level data separately from individual agent contacts. If your workflow requires company-level reporting (agent counts per brokerage, office-level pipeline views), we recommend the separate Companies board approach to leverage Monday's relation columns for cross-board filtering and group-level analytics.

Real Estate CRM listings require a new custom board in Monday since Monday CRM does not have a native property/listing object. We create a Properties board with columns for address, property type, listing price, MLS number, status, and square footage. Each listing item links to its owner contact via a Connect Boards column.

Active and closed transactions in Real Estate CRM migrate as Items on Monday's Deals board. Transaction stage (Listed, Under Contract, Closing, Closed) becomes a Status column; deal value, close date, and agent assignment transfer as native columns. Historical stage-change timestamps are preserved in a custom date column.

Real Estate CRM owner records resolve by email match against Monday team members. Unmatched owners are flagged for account creation before migration runs — no record lands in Monday without an assigned person column value. This pre-flight check prevents orphaned items that would break your pipeline view and ensures every contact, property, and deal has a visible owner in Monday's assignee column from day one.

Call logs, email threads, and meeting records from Real Estate CRM surface as Updates on the related Contact or Deal Item in Monday. Original timestamps and agent attribution are preserved. Note attachments are uploaded to Monday's file storage and linked to the Item.

Lead source values (Zillow, Referral, Open House, Website) from Real Estate CRM map to Monday's Tags or a dropdown column on the Contact Item. Value-by-value mapping is applied where pick-list options differ between platforms. This ensures your historical lead attribution data is searchable and filterable in Monday's board views, allowing you to track which channels generate the most closed deals after migration.

Real Estate CRM listing statuses (Active, Pending, Sold, Withdrawn) map to Monday Status groups on the Properties board. Custom statuses require value-mapping setup before migration. Stage-change dates are preserved in a custom datetime column for reporting continuity. This mapping maintains your historical listing lifecycle data so you can report on days-on-market trends and sale-to-list ratios using Monday's chart widgets.

MLSID, property type, lot size, year built, HOA fees, and other domain-specific fields migrate as custom column types (text, number, date, dropdown) on the Properties board. Column type is chosen based on the source field's data type to avoid post-migration reformatting.

Listing photos, contracts, and disclosures attached to Real Estate CRM records are downloaded and re-uploaded to the corresponding Monday Item. Monday's file storage limits (20–100GB depending on plan) are checked before migration. Files over the destination limit are flagged for selective upload.

Real Estate CRM automation rules (e.g., stage-change triggers, task auto-assignment, email notifications on offer receipt) do not transfer. Monday's automation recipes are rebuilt post-migration using Monday's trigger-action framework. We export workflow definitions as a rebuild reference for your Monday admin, documenting each trigger event, condition, and action so your admin can reconstruct equivalent automations in Monday's recipe builder with minimal trial-and-error.

Custom reports and dashboards built in Real Estate CRM do not migrate — the underlying data transfers, but visualization configurations are destination-side schema setup. Monday's dashboard builder reconstructs pipeline metrics using migrated field data (deal value, stage, close date, agent). Historical reports in Real Estate CRM should be exported to PDF or spreadsheets before migration for compliance or audit purposes if your team relies on the specific formatting or calculated fields.