Data migration and onboarding that starts from your spreadsheets or current CRM
Review the sources, map the fields, validate a sample, then plan migration and training with your team.
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Everything it covers
Select a feature to see it in action. All data shown is illustrative.
- Rows in a sheet
- Fields mapped
- Rows imported
- Visible to the team
- Source column
- Matched to field
- Cleanup flagged
- Mapping saved
- Pick 100 rows
- Import sample
- Check with the team
- Fix and repeat
- Rows in a sheet
- Fields mapped
- Rows imported
- Visible to the team
- Role-based session
- Pilot team goes live
- Questions collected
- Wider rollout
Four steps to a clean start
Illustrative sample dataFour steps to a clean start
Sample data only. This shows how the work moves, not real figures.
The problem with switching from spreadsheets
Teams stay on old tools because moving feels risky: years of leads, bookings and payments in files nobody wants to retype.
How teams use it day to day
Excel to CRM
A developer moves ten thousand lead rows and project inventory from workbooks.
CRM to CRM
A team brings leads and notes from another CRM, with fields mapped.
Phased cut-over
One project goes live first, then the rest.
Why Propto CRM for switching from spreadsheets?
Your brand on switching from spreadsheets
Propto CRM runs under your name, so buyers, partners and staff see your identity and not ours.
Workflows matched to switching from spreadsheets
Pipelines, forms, roles, rules and templates are configured around how you already work, instead of bending your process to someone else’s menu.
No per-user pricing
Add the people who need access without a per-seat conversation. A one-time investment option exists. Hosting, AI usage, telephony and messaging are separate, and terms are set out in a written proposal.
Connected with the rest of the business
Switching from spreadsheets share one record with White-Label Branding & Customisation, Real Estate CRM and Lead & Marketing Automation, so nothing is retyped between tools.
AI for routine work
AI Copilot and AI SDR agents assist with lookups and follow-up once an AI provider is configured. Changes wait for approval, and people stay in control.
What does waiting cost you?
Tick what sounds like your week. There is no score, only a conversation starter.
Bring your existing data with you
We help move switching from spreadsheets from spreadsheets or another CRM, without promising miracles.
Look at what you have and what is worth moving.
Map fields and flag cleanup.
Import a sample and check it with your team.
Plan the cut-over, training and a pilot.
- White-label under your brand
- Customised to your workflow
- No per-user pricing
- One-time investment option
Hosting, maintenance, AI usage, telephony, WhatsApp and other third-party services are separate. Scope and terms are confirmed in a written proposal.
Questions we hear
What can be migrated?
Leads, inventory, bookings and payments are typical, depending on the quality and format of your data. Scope is confirmed after reviewing it.
Do you promise zero downtime?
We plan a cut-over with you, but we do not promise zero downtime or perfect recovery of messy data.
Who does the work?
Techtaru Digital works with your team on mapping, sample import and migration planning.
Book a personalised demo
Tell us about your business. We will contact you to understand your workflow.
Thank you. We have your request.
A Propto CRM team member will contact you. Nothing is booked until we confirm a time with you.
Related reading
Real Estate CRM in India: What to Check Before You Buy
A practical buyer’s checklist for a real estate CRM in India: process fit, inventory, collections, partners, languages, channels, pricing model and migration.
Moving from Excel to a Real Estate CRM Without Losing Data
A four-step guide to migrating from spreadsheets to a real estate CRM: reviewing sources, mapping fields, validating a sample and planning cut-over and training.
Per-User Pricing vs One-Time Investment: Comparing CRM Costs Honestly
Compare per-user CRM subscriptions with a one-time investment model: total cost, growth, partners, hosting, AI, telephony and what to get in writing.