Migrate from Real Geeks to monday CRM

Real Geeks leads map 1:1 to Monday CRM contact items. The contact's first and last name from Real Geeks split into Monday's Name column; all other contact fields (email, phone, address) map to their corresponding column types. Primary company links assigned in Real Geeks become the Company column, leveraging Monday's native Companies integration for contact-to-company relationship tracking.

Real Geeks system statuses (Active, Cancelled, In Escrow, Closed Escrow, Dead) translate directly to Monday CRM Status column options. Any custom statuses your team created in Real Geeks require corresponding new Status options in Monday before migration runs to prevent mapping failures. We identify all status values during the audit phase and deliver a status-option checklist with your column-specification document.

Monday CRM has no native urgency field for real estate lead prioritization. We create a custom Status or Labels column with options mirroring Real Geeks' urgency values (Cold, Warm, Hot, Contacted, Not Contacted, or any custom additions your team configured). This preserves the prioritization logic Real Geeks agents rely on for follow-up sequencing and hot-lead alerts.

Real Geeks timeframe field options (Immediately, 1 Week, 2-4 Weeks, 1-3 Months, 3-6 Months, 6-12 Months, 1 Year Or More) require a custom Dropdown or Labels column in Monday CRM. This is a core Real Geeks field with no Monday equivalent—custom column creation is mandatory before data loads. We map each value 1:1 to a dropdown option to preserve your buying-timeline segmentation.

Real Geeks agents resolve by matching their email addresses against Monday CRM workspace members. The agent assigned as lead owner in Real Geeks becomes the Person column value on the corresponding contact item. Any owners unmatched during pre-migration checks are flagged for manual assignment or fallback owner configuration before the migration commits.

Real Geeks tags migrate as Monday CRM Labels (multi-select). Each unique tag becomes a label option in the Labels column; contacts receive all applicable labels. Tags like 'investor', 'fsbo', or 'referral' preserve segmentation used for filtering views and targeting drip campaigns. New tags added in Real Geeks after migration require manual label creation in Monday.

Real Geeks notes field populates a Long Text column on the contact item. For notes containing multi-line content or historical context, we also append the full text to the item's Updates feed with a 'Historical Note' prefix, ensuring the complete context remains searchable in Monday's update log.

Real Geeks activity records (action type, timestamp, agent, notes) are too granular for Monday's native model. We flatten each activity into an Update entry: '[Agent] logged [action] on [date]: [notes]'. High-volume activity logs may require subitems for full granular preservation, which we configure based on your activity-per-lead ratio during scoping.

Real Geeks tracks lead origin across multiple channels (website, referral, Zillow, Realtor.com, Facebook ads, etc.). We create a custom Dropdown column in Monday CRM and map each distinct source value. This field powers Monday dashboards showing conversion rates and pipeline contribution by acquisition channel.

Real Geeks leads linked to companies sync to Monday's native Companies board. The Contact item's Company column links to the corresponding company record. Monday's bi-directional sync keeps contacts and companies consistent after migration, ensuring updates to company details propagate to all linked contact items.

Real Geeks saved searches have no Monday CRM equivalent. We document each saved search's criteria (status, urgency, tag filters, date ranges) so admins can recreate them as Saved Filters in Monday. This is a manual rebuild item—automated notification rules built on saved searches require new automation recipes.

Real Geeks drip campaigns and automated follow-up sequences tied to lead status, tags, or timeframe do not transfer. We export sequence definitions as a reference document. Monday CRM automation recipes must be rebuilt—our team provides a sequence-to-recipe mapping guide as part of the migration package.