Migrate from The Real Estate CRM to monday CRM

The Real Estate CRM contacts migrate as Items in Monday's Contacts board. Each contact's core fields (name, email, phone, address) map to Monday text and number columns. The contact's primary property association links via a Monday Connect Boards column pointing to the Property board. Agent contacts and buyer contacts both use the same Contacts board — a Status column distinguishes contact type.

The Real Estate CRM companies merge into Monday's Contacts board as organization-level Items, with individual contacts still linked to the parent company via a lookup column. If your The Real Estate CRM uses separate company records for brokerages, builder partners, and title companies, these become distinct Items in a separate Accounts board linked to relevant contacts and properties.

The Real Estate CRM deals map to Items in Monday's pipeline board. Each deal Item captures deal name, transaction amount, close date, and stage. Monday's Status column represents the deal stage with one status value per The Real Estate CRM pipeline stage. Agent owners link via a People column. The deal-property association uses a Connect Boards column linking the deal Item to the relevant Property board Item.

Property records from The Real Estate CRM become Items in a dedicated Property board. Core property fields (address, listing price, square footage, lot size, MLS number, property type) map to Monday columns using appropriate types (Text for addresses, Number for prices and measurements, Status for listing stage). The Property board links to Deals and Contacts via Connect Boards, reflecting buyer-seller relationships and active transaction status.

Each The Real Estate CRM pipeline becomes a separate Monday board with a Status column capturing stage names. Stage labels from The Real Estate CRM (Lead In, Showing Scheduled, Under Contract, Closing) map directly to Monday Status options. Stage ordering in The Real Estate CRM determines the Status column's ranking in Monday. If multiple pipelines exist in The Real Estate CRM, each gets its own Monday board.

The Real Estate CRM engagement logs (calls, emails, meetings, notes) attach to their parent Contact or Deal Item as Monday Updates or as Subitems on the parent Item. Each activity preserves the original timestamp, owner (mapped via email to Monday People column), and a text summary of the activity. Activity type is stored as a Status subitem column.

The Real Estate CRM custom fields — commission split percentages, showing feedback ratings, days-on-market counters — map to Monday custom columns. Where Monday has an equivalent column type (Number, Date, Status, Dropdown), we use it directly. Where no equivalent exists, the field falls back to a Text column with original values preserved as-is. The migration plan lists every custom field with its recommended Monday column type.

The Real Estate CRM file attachments (listing photos, contracts, disclosure PDFs) download and re-upload to Monday's native file storage, attached to the relevant Item. File size limits apply — Monday allows up to 250MB per file on Enterprise plans and 25MB on lower tiers. We flag any files exceeding destination limits before migration so you can decide whether to archive them separately.

The Real Estate CRM user accounts and deal owners resolve by email match against Monday user accounts. Each matched owner becomes a Monday People column value on their assigned Items. Unmatched owners (inactive accounts, departed agents) are flagged with a fallback owner assignment and noted in the migration report for your admin to review.

The Real Estate CRM listing alerts, price-change notifications, and automated buyer-matching rules have no direct Monday CRM equivalent. Monday's Recipe automations use a WHEN-THEN model (e.g., WHEN status changes to 'Under Contract' THEN notify agent) rather than event-driven property watchers. We export your existing automation definitions as JSON so your Monday admin can rebuild them as recipes.

The Real Estate CRM contact and property tags (buyer type, listing status, neighborhood tags) map to Monday's Tags column type if available on your plan, or to a Status/Dropdown column as a fallback. Value-by-value mapping ensures tag labels match exactly. We generate a tag inventory from your The Real Estate CRM export and provide the mapping table.

MLS numbers and listing source identifiers migrate as Text columns on the Property board. Monday does not have a dedicated MLS field type, so these identifiers store as text strings — searchable and filterable via Monday's board filters but not linked to an external MLS feed. If you use MLS sync integrations in Monday, these fields can serve as the data source for the integration's lookup.