Switch CRM the easy way

With over three decades of experience helping estate agencies migrate their systems with ease, our onboarding journey will get you up and running with no downtime.

Switch CRM with an onboarding plan as unique as you are

Our goal is to get you off to the best start possible, so we make it pain-free, with a robust onboarding plan that puts collaboration and your success at the centre.

We tailor our onboarding plan for every customer so that you get what you need based on your priorities and business needs. So, you can sit back and relax while our specialist team migrates your data and our technical support team sets up your portals, reports, letters, and accounts.

Switch your CRM in as little as 4 weeks

Switch your CRM in as little as 4 weeks

Migrate up to 100% of your data

Migrate up to 100% of your data

Dedicated migration and onboarding team

Dedicated migration and onboarding team

Book your personalised demo

Your dedicated Onboarding Specialist is on hand every step of the way...

Getting started

We'll get to know you and your priorities, and give you more details about the process.

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.


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...

Your success is our success. Our dedicated team will support you throughout the onboarding process with a training plan matched to your specific business needs.

Once you’re up and running, our UK-based Customer Support Team is on hand to help you every step of the way. No logging tickets and waiting in a call queue, we’ll answer your call in 30 seconds. We are on hand to help you every step of the way.

You’ll also have access to our product help centre where you can view on-demand training videos and how-to guides at your convenience.

Book a demo
Louise Passfield Blog Cover

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 more

Want to find out more?

Book a demo today to find out how switching to iamproperty CRM could help accelerate your success.