CRM import
Move real estate contacts without losing the story.
A CRM import is not just names and phone numbers. Agents need source, stage, timing, notes, and relationship context to survive the move.
Built by Oliver Labs LLC, the AI systems studio behind the Eidice product family.
Checklist
Before importing, review duplicate contacts, phone and email quality, tags, lead source, last touch, next follow-up, pipeline stage, and notes that explain the relationship.
What Oliver Labs looks for
The useful question is whether the new CRM can preserve enough context for AI-assisted follow-up to be trustworthy.
After import
The first review should find stale leads, missing contact methods, and records with no next action.
Common import mistakes
The risky imports are the ones that flatten every person into a name, phone number, and generic tag. Agents usually need to preserve source, intent, stage, relationship history, consent posture, and any promise already made to the client.
Why cleanup comes first
AI-assisted follow-up depends on trustworthy records. Duplicate contacts, stale numbers, unclear tags, and missing next actions create bad recommendations. A careful import makes the CRM more useful on day one and reduces the chance of awkward or irrelevant outreach.