Real Estate CRM Migration Checklist
A step-by-step interactive roadmap for moving your property leads, channel partner rosters, and unit inventory from messy spreadsheets or legacy CRMs to Sahyak.
Phase 1: Data Audit & Sanitization4 Tasks
Phase 2: Custom Field & Pipeline Mapping5 Tasks
Phase 3: WhatsApp Business Cloud API Setup4 Tasks
Phase 4: Webhook Ingress & Team Cutover5 Tasks
Need Help Migrating Your Real Estate Database?
Our engineering team can assist you with custom CSV mapping, portal webhook configuration, and Meta WhatsApp Business API verification at zero onboarding fees.
Frequently Asked Questions
Everything about switching your real estate data to Sahyak CRM safely.
How long does a typical real estate CRM migration take?
For solo brokers or small teams (under 5 users), migration takes less than 2 hours. For mid-size developers with 20+ sales executives and multi-tower inventory, full data sanitization, template approval, and team onboarding typically takes 2 to 3 days.
Will I lose historical WhatsApp conversations when migrating?
Personal WhatsApp chats cannot be exported into official Meta Cloud API inboxes due to Meta's privacy protocols. However, you can import past interaction notes, stage histories, and contact records into Sahyak's timeline so agents retain full context.
Can I migrate for free on the Free Starter plan?
Yes. The Free Starter tier lets you import up to 20 active leads, 3 properties, and 1 user seat at ₹0, allowing you to test the complete workflow before scaling to the ₹499/month Base plan.