How do you switch real estate CRMs without losing leads?
Updated October 28, 2026
Move everything at once, turn the old follow-up off before the new one starts, and keep your website addresses and phone number. Cancel the old CRM last. On housemoney we do the moving for you, free.
What should move with you?
Every person, with their notes, tasks, and saved searches.The texts, calls, and emails behind each person.Your website, every page of it.Your phone number.
How does the data get out of the old CRM?
Sierra Interactive and Follow Up Boss: paste your API key on the join link. Your people arrive the same day.kvCORE, BoldTrail, Lofty, and most others: export your contacts to a file and drop it on the join link.Notes, tags, stage, source, and agent ride along.
How do you keep a lead from getting texted twice?
Turn the old automations off before the new ones turn on.On Follow Up Boss we pause your action plans for you.On Sierra a short guide shows what to switch off.
Do you lose your Google rankings when the website moves?
Not when every old address points to its new page.We copy your website and redirect every old address.Your domain is yours. If you bought it through your CRM, transfer it out before you cancel.
Can you keep your phone number?
Yes. It ports to housemoney and keeps ringing you.A port takes a few days, so start it on day one.
When should you cancel the old CRM?
After your people, website, and number have moved and you have checked them.Read your contract first. Sierra Interactive, for one, is a 12-month agreement however you pay.Export one last time on your last day.
What does it cost to switch to housemoney?
Moving is free.$180 a month for a solo agent. Teams: $150 an agent a month, three seats at least.Month to month. No setup fee.Moving from a CRM we know? Pick yours on Compare for the exact steps.