Your current CRM
Export files, contacts and useful data available in your current system.
Switch CRM without leaving your files behind.
Existing data should never force your brokerage to keep a tool that slows it down. CourtierIQ supports you from data review through import validation.
What we can bring over
Excel and CSV
We structure your sheets and files for a clean import into CourtierIQ.
Controlled validation
Review migrated data before your team starts working in the new workspace.
A four-step migration
- 1Inventory the data to keep
- 2Map it to CourtierIQ fields
- 3Import in a controlled environment
- 4Validate it with your team
Existing data should never force your brokerage to keep a tool that slows it down. CourtierIQ supports you from data review through import validation.
Switch tools, keep your history
Your old CRM no longer holds you back.
CourtierIQ can bring over your data from another CRM, Excel or CSV files. Your active files, contacts and useful information follow you into your new workspace.
- Data review before import
- Guided migration for brokerages and networks
- Validation before you go live
Start free for 14 days with no card. We prepare the migration with you.
Start your trial while we prepare your migration.
Explore CourtierIQ free for 14 days. Brokerages and networks can email us to plan the data transfer.
14 days • No card required • Guided migration available