Powered by Reapit - Agentbox

A seamless transition
for your real estate data

Discover flexible data migration options tailored to your needs, ensuring a smooth transition of your valuable data, from point A to point Agentbox.

How Agentbox does data migration

Our data import service, managed internally by the Agentbox Data Team, efficiently imports the hundreds or thousands of contacts your agency has accumulated over the years.

While some client input may be required post-implementation, such as creating past appraisals, our service significantly reduces manual data entry time.

We ensure data cleanliness by removing duplicates during import, guaranteeing an accurate database. Additionally, we facilitate listings import from REA, incorporating current and historical listing information.

Note: For more details and a personalised quote, contact your Agentbox representative.

Complex Data Import

A Complex Data Import represents an advanced level of data transfer from an approved source.

Approved Data Sources: My Desktop, Vault RE, Box + Dice

Migration Task

Contacts (names, number, emails, address)

Contact categories (tags applied to contacts in your current CRM)

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Checkbox Icon - Agentbox
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Buyer and/or tenant requirements (price range, features, etc.)

Notes made against contacts, properties and appraisals

Agents (names, numbers, emails)

Link between contacts and agents (i.e. contact ownership)

Listing and historical data imported from REA

Tasks set in previous systems (without action plans or trails)

Related properties and appraisals, with associated contacts

Contacts associated to listings (i.e. vendor, landlord)

Letter, SMS or email templates

Record of open home attendees against listings

Enquiries recorded against listings

Included?

A Basic Data Import represents the minimum level of data transfer we can undertake from an approved data source.

Approved Data Sources: REX, Zenu, LockedOn, H1, My Desktop, Vault RE, Box + Dice

Checkbox Icon - Agentbox
Checkbox Icon - Agentbox
Checkbox Icon - Agentbox
Checkbox Icon - Agentbox
Checkbox Icon - Agentbox
Checkbox Icon - Agentbox
Checkbox Icon - Agentbox

Migration Task

Contacts (names, numbers, emails, addresses)

Contact categories (tags applied in your current CRM)

Buyer and/or tenant requirements (price range, features, etc.)

Notes made against contacts

Link between contacts & agents (i.e. contact ownership)

Agents (names, numbers, emails)

Listing and historical data imported from REA

Contacts associated with listings (i.e vendor, landlord)

Tasks, related properties or appraisals

Included?

Enquiries recorded against listings

Record of open home attendees against listings

Letting, SMS or email templates

A Complex Data Import represents an advanced level of data transfer from an approved source.

Approved Data Sources: My Desktop, Vault RE, Box + Dice

Migration Task

Contacts (names, number, emails, address)

Contact categories (tags applied to contacts in your current CRM)

Checkbox Icon - Agentbox
Checkbox Icon - Agentbox
Checkbox Icon - Agentbox
Checkbox Icon - Agentbox
Checkbox Icon - Agentbox
Checkbox Icon - Agentbox
Checkbox Icon - Agentbox
Checkbox Icon - Agentbox
Checkbox Icon - Agentbox

Buyer and/or tenant requirements (price range, features, etc.)

Notes made against contacts, properties and appraisals

Agents (names, numbers, emails)

Link between contacts and agents (i.e. contact ownership)

Listing and historical data imported from REA

Tasks set in previous systems (without action plans or trails)

Related properties and appraisals, with associated contacts

Contacts associated to listings (i.e. vendor, landlord)

Letter, SMS or email templates

Record of open home attendees against listings

Enquiries recorded against listings

Included?

A Comprehensive Data Import is our most advanced level of data transfer from an approved source. It minimises post-launch data entry for clients.

Approved Data Sources: REX, Zenu, Box + Dice

Migration Task

Contacts (names, number, emails, address)

Contact categories (tags applied to contacts in your current CRM)

Notes made against contacts, properties and appraisals

Buyer and/or tenant requirements (price range, features, etc.)

Agents (names, numbers, emails)

Link between contacts and agents (i.e. contact ownership)

Listing and historical data imported from REA

Tasks set in previous systems (without action plans or trails)

Related properties and appraisals, with associated contacts

Included?

Checkbox Icon - Agentbox
Checkbox Icon - Agentbox
Checkbox Icon - Agentbox
Checkbox Icon - Agentbox
Checkbox Icon - Agentbox
Checkbox Icon - Agentbox
Checkbox Icon - Agentbox
Checkbox Icon - Agentbox
Checkbox Icon - Agentbox
Checkbox Icon - Agentbox
Checkbox Icon - Agentbox
Checkbox Icon - Agentbox

Allocating contact relationships to a listing (vendor, landlord, etc.)

Previous OFI attendees

Notes & tasks against a listing

Contacts associated to listings (i.e. vendor, landlord, etc.)

Record of open home attendees against listings

Letter, SMS or email templates

Enquiries recorded against listings

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