From your current CRM to CourtierIQ, without starting over
Create your account, then bring over your files, contacts and useful data. No mandatory sales call.
Demo video coming soon
Reserved slot for your YouTube video.
Three steps to get started.
- 1
Create your workspace
Online form, 14-day trial active immediately. No card required before the trial ends.
- 2
Configure your files
Your stages, checklists and commission rules are set up from the interface, at your own pace.
- 3
Invite your team
Add your brokers as you grow — billing follows the actual number of active accounts.
Leaving another CRM, Excel or CSV files? We can migrate your files, contacts and useful data into CourtierIQ.
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.
Built for how Canadian brokering actually works.
From the solo broker to the multi-branch network.
Solo broker
Less data entry, more client meetings. Your math and follow-ups in one place.
Brokerage
Shared pipeline, common checklists and production reports without a spreadsheet.
Network and franchise
Native multi-branch, data isolated per branch, consolidated view for management.
Investor clients
NOI, cap rate, DSCR and comparative scenarios behind every recommendation.
See it on your own numbers
Test CourtierIQ on your messiest file.
Create your account and build your messiest file, directly in the tool.
14-day trial • No commitment • English or French