Getting started
We'll get to know you and your priorities, and give you more details about the process.
CRM no longer working for you?
It’s time to make your own rules with iamproperty CRM. With our switching promise we can get you up and running quicker. Less stress. Less hassle. More support.
Switch CRM with an onboarding plan as unique as your business
We’re here to make the switch seamless and stress-free. With our bespoke onboarding plans, built around your priorities and needs, you’ll be up and running in no time!
You focus on your business we’ll take care of the rest – from migrating your data to setting up your portals, reports, letters, and accounts. Getting the CRM you need has never been easier.
Switch CRM in as little as 4 weeks
Migrate up to 100% of your static data
Dedicated migration and onboarding team
Your dedicated Onboarding Specialist is on hand every step of the way.
Requirement scoping
Working with you, we'll scope out the best fit for your business.
Data migration and testing
A careful and collaborate stage, where your data is analysed, checked and tested.
Design and configuration
We'll set up your letters, templates and branded assets, so you have everything you need from day one.
Training
Customised to you, our training program will cover everything you need to make sure all your staff are up to speed.
Go live and post launch support
All ready to go! but the support doesn't stop there...
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Expert support from onboarding and beyond...
Success is fast tracked. With our unique blend of people and technology we’ll support you throughout the onboarding process with a training plan matched to your business needs.
Once you’re up and running, our UK-based specialist are here to help – whenever and however you need it, in a way that works for you. Telephone, email, in person, on-demand resources – you choose, we’re here.
Book a demo
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Using iamproperty CRM streamlines the business and keeps processes simple so that staff have more time to be out doing viewings and taking on new properties.
Louise Passfield, Operations Manager, Breckon & Breckon
Read moreWant to find out more?
Book a demo today to find out how switching to iamproperty CRM could help accelerate your success.
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