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Bring the listings, CRM, and follow-up you already run. We map this feature against that work.
Run the teamAll paid plans · Updated August 2026
Onboarding and data migration
Espo helps move the important records and launch the site without making the team manage the whole build.
All features
All paid plansRun the team
Onboarding
1Audit
2Plan
3Import
4Build
5Launch
6Review
Representative — not a production capture. The walkthrough video for this feature is being filmed; every feature on the wall is getting one.
What it includes
Current site, CRM, and data review Contact and pipeline import planning Launch checklist across domain, content, forms, and routing
Common use
A team knows it needs a better engine but cannot pause the business to rebuild everything itself.
Espo difference
The handoff is planned around the real estate workflow, not just a technical migration.
Common questions
Asked about this feature.
What does onboarding actually cover?
A review of your current site, CRM, and data; contact and pipeline import planning; and a launch checklist across domain, content, forms, and routing. Espo manages the build — your team answers questions, it does not run a migration project.
How long until we are live?
We say about 21 days from kickoff to live, and we schedule the build that way. BBRG — a five-agent team with a full site, CRM, calling, and open-house system — went live in 21 days.
Do my existing contacts come with me?
Yes — contact and pipeline imports are planned as part of onboarding, so your database arrives organized instead of dumped. History you export from your old CRM comes along.
Does my business pause during the switch?
No. The handoff is planned around the real-estate workflow — your current tools keep running until the engine is ready, and the cutover is scheduled, not improvised.
See it running on your market.
Thirty minutes with the founders, no deck. We walk this feature — and the rest of the engine — against your actual listings and pipeline.
See the current implementation
Each page describes what is live today, what it needs, and which plan includes it.
Start with the smallest working set
Add only the jobs you need now. The rest of the catalog stays available.