DATA
Saved Search Mapping
Every saved search your leads have set up is recreated precisely in your new system — with the same search criteria, frequency, and notification preferences intact.
IDX Data Migration
Switch CRMs without losing your pipeline
Your saved searches, notes, communication history, and transaction data — moved clean to your new CRM. No manual re-entry, no lost context, no leads falling through the cracks.
Platforms we transfer between
What we move
Everything we move for you
A complete IDX platform migration — every piece of data moved cleanly and verified before handoff.
DATA
Notes, Tasks & Communications
Your pipeline context travels with you — notes, task history, email threads, and communication logs are all moved so you never lose the story behind a lead.
DATA
Market Reports & Polygon Searches
Automated market reports and custom polygon search areas are migrated and re-configured so your leads keep receiving the information they signed up for.
DATA
Linked Contacts & Transaction Data
Contact records, co-contact relationships, and linked transaction data are transferred cleanly — organized and accurate, with no duplicate records created in the process.
Why agents pick us
Your pipeline moves with you. You stay focused on closing.
Built for CRM-to-CRM, not just one direction.
We handle the technical heavy lifting so you can stay focused on your clients.
Any CRM, any direction
We work with every major IDX CRM and most niche ones — no platform lock-in. Tell us where your data is and where you want it; we'll handle the rest.
Avoid duplicate & inconsistent data
Our team audits your data before migration and cleans up inconsistencies so your new CRM starts with a single, accurate record for every contact.
Organized & clean transfer
Data is exported, mapped, and imported in a structured format that matches your new CRM's fields — so everything lands in the right place the first time.
Accurate data verification
After every transfer we run a verification pass to confirm record counts, saved search integrity, and data completeness before we hand off the keys.
Thinking about a CRM switch?
Tell us your current and target CRM and we'll send back a migration plan within 24 hours.
FAQ
Common questions about the transfer
Quick answers about the transfer process.
How long does a typical CRM transfer take?
Most transfers complete in 5–10 business days. Larger pipelines (20K+ contacts, multi-year history) may take 2–3 weeks. We move data in stages so your day-to-day operations stay running.What data actually moves?
Saved searches and search criteria, lead notes and task history, communication threads, market reports and polygon searches, linked contacts and relationship data, and full transaction history. If it's in your old CRM, we move it.Will I have downtime during the transfer?
No. Your existing CRM stays live throughout the transfer. We mirror to the new system in parallel and only switch over after you've verified the data lands cleanly.What support do I get after the transfer is done?
30 days of post-transfer support included. We fix any data discrepancies you spot, retrain saved searches if anything was misconfigured, and provide a migration audit log so you can verify every record moved.
Get started
Tell us about your transfer
Tell us your current and target CRM and a rough sense of pipeline volume. We'll respond within one business day.
Want help moving your IDX leads?
Get a free consultation and a transfer plan for your specific platform and data volume.