Various scenarios exist depending on whether you're an existing or new real estate business, and whether you have a website and/or data (properties, contacts, history, etc.). These are the typical components of a CRM project:

Data migration

Any pre-existing data that you need to carry over into your new CRM system needs to be prepared and often improved, prior to the importation into CRM. These are the 3 steps to observe:

1. Export data of properties, clients, owners, companies, and history to formats such as XML, XLS, CSV.
2. Enrich and streamline data locally to avoid that your CRM starts off with bad or incorrect data.
3. Import data into your CRM using available tools and mapping.

Website: alternatives

1. Keep your current website and integrate it with CRM for property searches/display of results & details, as well as integrate contact forms to allow for auto-creation of leads.
2. Keep the design (HTML) of your current site but replace its engine to benefit from the newer technologies & its native integration into the Optima-CRM CMS (Content Management System) and maintain all contents of the site from one central location.
3. Create a new website from a custom design or based on one of the models available, benefiting from a new site that's natively integrated into Optima-CRM and its CMS.

Training

Every new system requires you to learn how to best benefit from its features to increase and speed-up its acceptation in your user’s community. You get trained on how to configure and personalize Optima-CRM to fit your company best + separately how to best use the solution.