Interactive Operational Utility

Real Estate CRM Migration & Cutover Readiness Checklist

Evaluate your agency readiness to migrate from spreadsheets to CRM. Interactive 12-point cutover diagnostic covering data prep, webhooks, and inventory.

Operational Reference & Tool Methodology (AEO)

The Sahyak Real Estate CRM Migration Checklist evaluates agency transition readiness across 6 key operational dimensions: Data Prep, Property Inventory, WhatsApp Cloud API, Team Permissions, Portal Webhooks, and Production Cutover.

Migration Readiness Diagnostic

Overall Go-Live Score: 23%

3 of 13 operational milestones completed (3/8 critical requirements satisfied).

Preparation Stage

0% (Data Prep)50% (Webhook Staging)100% (Full Production Cutover)

Export Clean CSV from Spreadsheets / Legacy CRM

Critical

Export all active leads with created_date, stage, last_contact_date, assigned_agent, and budget.

Normalize Phone Numbers to E.164 (+91)

Critical

Strip spaces, hyphens, and leading zeros so WhatsApp API routing functions without transmission failure.

De-duplicate Secondary and Shared Inquiries

Flag duplicate phone numbers and resolve whether duplicate entries belong to same buyer or multiple inquiries.

Define Project, Tower & Unit Hierarchy

Critical

Organize towers, floors, unit numbers, unit types (2BHK/3BHK), and carpet areas according to RERA layout.

Map Unit Availability States (Available, Locked, Sold)

Audit current physical site locks and set initial temporary lock durations (24h to 72h).

Verify Meta Business Manager Account

Critical

Ensure legal company documents (GST / Certificate of Incorporation) are verified in Meta Business Suite.

Submit Instant Brochure Dispatch Templates for Pre-Approval

Critical

Pre-approve transactional greeting and PDF brochure download templates with Meta.

Configure Agent, Team Leader & Director Access Tiers

Establish which agents can export data, view unassigned pools, and issue temporary unit locks.

Activate Client Phone Number Masking Policy

Prevent unauthorized customer record downloads by junior field agents.

Obtain Portal Webhook Endpoints & Secrets

Critical

Retrieve developer webhook routing credentials for MagicBricks, 99acres, and Meta Lead Ads.

Simulate Sub-15s Test Lead Dispatch

Critical

Send a mock lead through portal staging endpoint to verify instant agent assignment.

Run 3-Day Parallel Pilot for Sunday Site Visits

Critical

Maintain spreadsheet as passive backup for 72 hours while all active follow-ups occur in CRM.

Archive and Lock Shared Spreadsheets

Set Google Sheets to view-only mode to prevent shadow data entry after cutover.

Need the complete migration playbook?Read the step-by-step Real Estate CRM Migration Playbook with field mapping specifications.

Read Migration Playbook

Frequently Asked Questions

Methodology & Formula Explanation

How is the migration readiness score calculated?

The readiness score computes the percentage of completed operational milestones, weighting critical prerequisites such as phone number normalization and Meta Business verification before go-live approval.

Should spreadsheets be deleted immediately during migration?

No. We recommend a 72-hour parallel pilot over a weekend site visit cycle to verify webhook routing and lead assignment before making spreadsheets read-only.

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