Migration plan
What to check before importing.
Implementation and agency websites
More than installation. Prepare your agency for daily work.
A useful implementation connects software, data, the website and team workflows. Agree the scope for CRM Wordpress or Estate Office Total, then define the checks that show your agency is ready to launch.
Discovery
Start with the agency’s workflow and existing site
Describe team size, roles, how enquiries arrive and how properties are published. We can assess whether to extend WordPress or plan a standalone Total installation.
- CRM scope and required integrations.
- Hosting, maintenance and access responsibilities.
- Data and media to be transferred.
The website
Build a clear path from listing to enquiry
A property catalogue should lead to a clear listing page, responsible agent and contact form. Original service and local-market content helps clients understand how your agency works.
- Readable mobile pages and listing navigation.
- Your own content, page titles and descriptions.
- Redirects for old URLs when replacing the website.
Acceptance
Check people, records and publishing before launch
Verify the trial import, user roles, forms and publishing against an agreed scenario. Portal integrations need operator accounts and a separate test.
- A representative case from client to transaction.
- Checks of photos, relationships and record visibility.
- Agreed backups, updates and support scope.
Estate Office
Ask for a defined scope and individual quote.
Share your website, current CRM and main goal. Timing, cost and responsibilities should be agreed before work starts.