Lead Transfer Packages

Move all your IDX data including your saved searches stress free.

Light Excel File Import

Limited Essential Data Transfer

1 Week Completion

$1500

Transferred Lead Data Includes

  • First Name
  • Last Name
  • Phone Number(s)
  • Email Address(es)
  • Notes*
  • Assigned Agent Info*
  • Tags*
  • Type (Buyer/Seller/Both/Other)*
  • Status*
  • Saved Searches**

* Only if CRM Excel file contains it.

** Only if IDX Provides data in Excel File

 

Custom Full Transfer

Full-fledged CRM Transfer Solution

3-5 Week Completion

Starts from $2,000

Transferred Lead Data Includes

  • All Features from the Standard Transfer
  • Tasks/To Dos
  • Notes
  • Tags
  • Type
  • Status
  • Saved Searches
  • Market Reports
  • Linked Contacts
  • Transaction Data
  • Properties Viewed
  • Favorite Properties Data
  • Text History
  • Call Logs
  • Email History
  • Web Activity
  • Email/text opt-out flags
  • Polygon searches*

 

* Available with most IDX systems

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