Switching

Changing CRMs is the part everyone dreads. We do it for you.

Import your contacts, notes and listings yourself for free, or let us migrate your data, clean up duplicates, set up your templates and train your team. Our onboarding service is normally $1,160, but it is free of charge when you sign up by 30 November 2026.

New to MantisProperty? Onboarding is normally $1,160 - free of charge when you sign up by 30 November 2026.

How it works

Three steps to a working broker CRM, and we do most of it.

Most brokerages are up and running within a few days, with their buyers and businesses loaded and every broker trained.

  1. 1Start your trialRequest a trial and we approve your account within 1 business day. Book a free Zoom walkthrough if you want one.
  2. 2We bring your data acrossContacts, notes, groups and listings from your old CRM or your spreadsheets.
  3. 3Your brokers are trained and sellingOne hour of online training, a video tutorial for every task in the CRM, and support tickets answered within 30 minutes once you are live.
What's included

What we do for your brokerage

Our onboarding service is normally $1,160, but it is free of charge when you sign up by 30 November 2026. One fixed price, with no hourly rates.

Your buyers and vendors imported

Buyers, vendors, referrers and every other contact, with their notes and groups, from your old CRM's backups or your spreadsheets and CSV files, as they are.

One record per buyer

Buyers enquire on many businesses, so the same person often appears in old data several times. We merge the duplicates after the import, so each buyer has one record and one history.

Your businesses for sale brought across

Send us your current listings in REAXML format and we load every one of them for you.

Your brand on everything

Your logo goes onto your brochure and email templates, so every listing flyer and email to buyers looks like it came from your brokerage.

Automations for brokers

We suggest automations such as CA requests and buyer follow-up, agree with you which ones to switch on, then set them up and adjust them to suit how you work.

Set up and trained

We enter your bank details, contact details and integrations and create a login for each broker, then walk your team through it all in a 1 hour online session.

Rather do it yourself? Importing your own contacts, notes and listings costs nothing on every plan.

Try MantisProperty Sales free for 14 days.

No credit card. No setup fee. Book a free Zoom walkthrough once you're in.

Start free trial Book a demo