Over 1,600 agencies have used Alto’s CRM migration service to make the switch. Average go-live: 16 days. 100% data accuracy. No hidden fees. And if our software migration doesn’t get you live within 30 days, you get a month free.
Over 1,600 agencies migrated from 50+ systems. 99.9% data accuracy. Three times faster than the market average.
We help you request your data from your current provider — including navigating any friction they put in the way. Some providers make leaving difficult. We've handled it all.
Talk to a migration specialist about what it would look like for your agency.
“Honestly, I wish we'd switched sooner. Migration and onboarding was fast and smooth. The training team was amazing. Within weeks, we knew Alto was lightyears ahead of our previous CRM.”
“We had huge volumes of historical data and understandably, that made people nervous. But Alto’s support team handled the migration seamlessly. We didn’t lose anything, and we didn’t lose any time. If you’re worried about migration - don’t be. Alto genuinely made it easy.”
“Monday morning we were using Jupix, and by the following Monday everyone was working confidently in Alto,” Helen recounts. I’d been preparing the team for multiple weeks of transition and potential hiccups, but honestly, there were hardly any issues at all.”
We help you request your data from your current provider, including navigating any friction they put in the way. Competitors don't always make it easy to leave. We've seen it all, and we'll handle it.
Our tools handle any data format and map your CRM's data fields to the corresponding fields in Alto. We preserve the structure and relationships in your data, not just the values. Nothing gets left behind because it's complicated.
Within 48 hours you get a clear visual report. We use our experience from 1,600+ migrations as a built-in spellchecker, surfacing only the records that need your eye. Most clients spend a few hours on this, not days.
Fully live, on average, in 16 days. Minimal disruption. Your team trained. Your data intact. Your integrations connected. And from that point, you're running the agency on your terms. Not working around a system that was never built for you.
Switching CRM doesn’t have to mean months of disruption. Alto’s average migration takes just 16 days with over 90% completed without a single issue.
This complete checklist walks estate agents through every stage of the process, from data preparation and the right questions to ask providers, to what to check before go-live and how to get value from day one.
More than double any other provider in the last five years.
The relationships between your data are preserved, not just the raw records.
Compared to 5–12 weeks with other providers.
When the switch happens, most agencies experience a brief overlap period measured in hours, not the days you'd expect elsewhere.
Mint Homes had the same concerns most agencies do before switching. Things like, what happens to the data, how long will it take, will the team cope.
They went live in two weeks.
Their migration was handled almost entirely by the Alto team, and the disruption they’d braced for never materialised. What did materialise: the visibility, the efficiency, and the headspace to run the agency the way they’d always intended to.
How we migrate your data
No. Everything you’ve built — contacts, tenancy records, property data, compliance documents, historic communications, and the relationships between them — comes with you. We don’t cleanse or exclude data because it’s complex. Our 99.9% data accuracy rate across 1,600+ migrations is the proof point, not a marketing claim. The data your agency runs on will be waiting for you in Alto, intact, from day one.
Our average go-live is 16 days — around three times faster than the market. For well-prepared agencies with a clear point of contact, it can be as fast as 10. The data migration itself is rarely what affects the timeline. We work with one database regardless of your size, and data complexity adds hours, not days. What varies is everything around it: how many people need training, how long testing takes, and how quickly your team can review and sign off the validation report. The agencies that go live fastest are the ones with a single point of contact who can keep things moving. If you’re a larger or multi-branch operation, factor in a little more time for testing and training — but the process itself is the same. Running multiple branches? See how we support multi-branch agencies →
There’s a short window during migration — usually a few hours — where you’ll run both systems while we complete the final import. We plan this carefully, work around your schedule, and make sure your team is trained and ready before it happens. Most agencies find it far less disruptive than they expected. And what comes after it — the visibility, the time saved, the processes that finally work the way you always wanted — makes the brief transition period feel insignificant in hindsight.
Yes. We migrate from any CRM system or data format — over 50 different systems in the past five years alone. If you’re on one of those, we already know exactly what to expect. If you’re on a system we haven’t seen before, we don’t just figure it out as we go. We assess it upfront, tell you honestly what the migration will involve, and agree the timeline before anything starts. No mid-process surprises, no discovering problems on go-live day.
Migration is included. No hidden fees, no charges for data complexity, no extras for additional branches. What you’re quoted is what you pay. The switch to running your agency the way you want to shouldn’t come with a sting in the tail.
Less than you’d expect. The main thing we need is one person at your end who can answer questions quickly and review the data validation report. Extraction, transformation, testing, and import are handled by us. Your team gets trained before go-live so they’re ready on day one — not spending their first weeks on the new system figuring it out.
We surface issues before go-live, not after. Our data validation process catches problems at the testing stage. If something unexpected comes up, you have a dedicated onboarding contact whose job is to resolve it — not a ticket queue. You don’t get handed off to a generic support function mid-migration. The person who knows your data is the person who fixes the problem.
