Migrate from The Real Estate CRM to Zoho CRM

The Real Estate CRM stores all persons in a single Contact object with a lifecycle_stage field. Zoho separates pre-conversion persons (Lead) from post-conversion persons (Contact). We route contacts with lifecycle_stage = 'Customer' or 'Past Client' to Zoho Contact; all others route to Zoho Lead. The original lifecycle stage value is preserved as a custom pick-list field Lifecycle_Stage__c on both Lead and Contact for reporting continuity.

The Real Estate CRM Company object maps directly to Zoho Account. Fields like company name, website, industry, phone, and billing address migrate as direct field-to-field mappings. Parent-child company hierarchies in The Real Estate CRM map to Zoho's Parent Account lookup. Multi-company associations (if used) surface as Zoho Account Contact Relations.

Real estate transactions in The Real Estate CRM map to Zoho Deals. Deal name, amount, close date, and stage migrate directly. Zoho Deals carry a Stage field with pick-list values scoped per pipeline — stage names from The Real Estate CRM are mapped value-by-value to Zoho stage values. Owner is resolved by email match to Zoho Users. If a deal references multiple properties, a custom multi-select or related-property module carries that context.

Each named pipeline in The Real Estate CRM (Buyer Funnel, Seller Listing, Rental Pipeline) maps to a Zoho SalesIQ Pipeline. Zoho requires pipelines to be pre-created in Setup > Pipelines before migration — we include a pipeline-setup plan as part of the schema preparation deliverable. Stage labels and probabilities are documented for manual entry in Zoho per the client's preferred values.

Stage names from The Real Estate CRM (e.g., 'Enquiry Received', 'Offer Made', 'Closing') map to Zoho Stage pick-list values. The mapping is one-to-one per pipeline — if the same stage name appears in multiple pipelines, each gets its own Stage mapping within that pipeline's stage set. Stage-entered timestamps are preserved in a custom datetime field Original_Stage_Date__c for reporting continuity.

The Real Estate CRM call, email, and meeting records map to Zoho Tasks (for calls and emails) and Zoho Events (for meetings). Original timestamps, owners, and parent-record links (contact or deal) are preserved. Task Type and Event Type fields capture the original engagement type. Notes migrate as Zoho Notes with the original body text and creation date.

The Real Estate CRM's Property or Listing object has no Zoho native equivalent. We create a Property__c custom module in Zoho with fields for address, listing status, price, property type, bedrooms, bathrooms, square footage, and listing agent. Property records link to Deals via a lookup field. If The Real Estate CRM stores property images as attachments, these re-upload to Zoho Files linked to the Property__c record.

Showing records — tracking date, property, agent, buyer feedback, and outcome — migrate to a custom Showing__c module linked to the Property__c record and the related Deal. Showing notes and feedback migrate as text fields. If the source uses a separate Showing sub-object with a date and outcome, it becomes a child record in Zoho via a lookup relationship.

File attachments on contacts, companies, deals, and property records in The Real Estate CRM are downloaded and re-uploaded to Zoho Files attached to the corresponding Zoho record. Zoho's 25MB per-file limit is enforced; files exceeding this are flagged for manual handling. Inline images in notes are extracted and rehosted as Zoho File attachments.

Owner IDs in The Real Estate CRM resolve to Zoho Users by email match. Unmatched owners are flagged before migration — the client either creates Zoho User accounts for them in advance or assigns their records to a fallback Zoho admin. This prevents records from landing with a null owner, which would break activity routing in Zoho.

If The Real Estate CRM has an Offer or Contract custom object tracking offer amount, terms, and status, it migrates to a Zoho custom module (Offer__c) linked to the associated Deal. Offer stage values are mapped value-by-value. Any offer-related documents attach as Zoho Files on the Offer__c record.

The Real Estate CRM's internal record IDs are stored in Zoho as Source_ID__c on each record for traceability and delta-run de-duplication. Original create dates are preserved in Original_Create_Date__c since Zoho's CreatedTime is set at import time. These fields enable accurate delta-sync during the cutover window and post-migration audit reconciliation.