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Onboarding and data migration

Espo helps move the important records and launch the site without making the team manage the whole build.

Onboarding

1Audit

2Plan

3Import

4Build

5Launch

6Review

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?

The Growth Partner guarantee is a 21-day build. BBRG — a five-agent team with a full site, CRM, and listing engine — went live inside that window.

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.

Works together with

Wondering how this fits your team? Ask the assistant — it knows every feature on the wall.

See it running on your market.

Book a call and we’ll walk this feature — and the rest of the engine — against your actual listings and pipeline.

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