Oct 19, 2021 by - Lofty

4 Tips to Make Switching Your CRM System Easy (and Profitable!)

Some have said switching from one CRM system to another is worse than divorce. That’s understandable as not every CRM company is created equal, and even though legally agents and brokers own all the data within those systems, not every vendor wants to give it up!

Luckily, Chime is not like every other CRM provider. Your database is your lifeblood, and we get that. In our latest LCA webinar, Tristian and Randy were joined by Adam Frank, an eXP realtor, who made the switch from CINC to Chime two years ago and now helps others do the same. The group discussed why switching to Chime doesn’t have to be scary and can actually serve as a lever to boost your business.

One such example Adam shared included an eXP agent who made the switch to Chime. With the first email to his database from the Chime system, he saw a 300% increase in response rate and scored seven listings — in just the first month alone! For more details, watch the full webinar recording or check out Adam’s top tips below.

Four tips to make the switch:


Data without direction is useless. Migrating your CRM data without a strategy is the same.  No matter if you are switching from brokerage to brokerage or CRM to CRM, any transition needs a plan.


Adam suggests exporting your data and then working on organizing your data outside of any database. Once it is cleaned up and ready to go in a CSV file, then upload to Chime. You’ll be ready to start using it immediately.
Having a hard time getting your old CRM company to hand over your data? Chime is the only vendor in the industry with a team that can go into your existing CRM, pull data, and put it into Chime (including notes and property search details!).


Too many people get granular with lead descriptions and categories in their database. Adam suggests that instead of using micro categories, start more broadly. The goal is to make sure the data you import into the Chime CRM system is simple, searchable, and effective.


Presumably, you made the switch to Chime because you want to improve the quality of your business – the efficiency, effectiveness, and yes, profitability. Test out the system immediately with a welcome letter to both buyer and seller leads; watch the response and your business opportunities grow! Not every drip campaign or website is created equal; Chime’s award-winning capabilities will help you stand out from the crowd.
For more about why Tristian’s team made the switch to Chime, check out the video replay.


Chime is a complete digital marketing platform that includes a CRM, website, and lead sources. It is one of the leading CRMs in the real estate industry! Start today and receive a free personal demo and exclusive LCA discount!

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