Switching your CRM might sound like a major hassle; but it doesn’t have to be.
If you’re thinking about moving to Alto but worried it’ll disrupt your day-to-day or tie up your team, we’ve got good news: migrating can be smooth, fast, and pain-free. With the right support, you can be up and running on Alto in just two weeks.
In fact…
- We have migrated more clients to our platform than any other provider (Over 1600 migrations since 2019)
- We have the most experienced team, with over 40 years experience
- We can migrate from any system and from any format
- We can have you testing within 48 hours of receiving your data
This guide breaks down exactly how the process works, what to expect, and how we help estate agencies like yours make the move without missing a beat.
Your CRM isn’t cutting it
Many agencies still rely on outdated legacy CRMs that have overpromised and underdelivered. With clunky interfaces, hidden fees and poor support, these challenges often lead to wasted time, and missed opportunities.
A modern solution, like Alto, offers a refreshing alternative.
The key benefits of a modern solution:
- Cloud-based access from anywhere, on any device
- Customisable and scalable to fit businesses of all sizes
- Integrated tools for marketing, reporting, and client communication
- Time-saving automations and streamlined processes
You need a platform that grows with your business and helps your team perform at its best.
What your migration to Alto looks like
Getting started with Alto is a smooth, guided process designed to make your transition easy.
Access your personalised onboarding hub
Once your Alto contract is signed, your dedicated onboarding coordinator will send you login details for your personalised hub. This hub is your all-in-one guide to onboarding and outlines every step, this will become your holy grail throughout the migration process.
Your hub includes:
- Details of your manual setup or data migration steps
- A clear explanation of the key stages of the migration journey
- Access to important resources
Keeping your account secure
For security, your business email domain will be whitelisted. The first time you log in, you’ll verify your email through a confirmation sent to your inbox. Use the same email and browser for seamless future access.
If you don’t have a business email, your onboarding coordinator will set up a password for you and send this to you separately.
Only one team member needs to complete the initial setup forms, but you can share your hub with others once it’s configured.
Explore your hub landing page
The landing page of the hub keeps things simple. Tabs at the top guide you through setup in the correct order. These are tailored to your specific needs and include:
- Essentials: Provide core business details (offices, users, contacts, VAT, match areas)
- Design and Marketing: Upload your logo and select your marketing pack
- Domain: Choose a domain name for your customer portal
- Property Management & Accounts: Complete if using these features—this configures your financial and tenancy settings
- API: Input your website provider’s details to begin the process of setting up a property feed
Each tab includes setup forms, which can be assigned to team members and given due dates.
Access to support at every step
Need help? We offer a live chat feature within your hub to ask your onboarding coordinator questions directly.
You can also contact your coordinator directly using the links at the bottom of each page.
Data migration in action
Your onboarding coordinator will take you through the migration process step by step during a detailed training session.
Step 1: Extract
You’ll need to request your current provider to send our team an extract of your data.
Step 2: Transform
Using our semi automated migrations system, we can transform data from any system and from any format.
Step 3: Test
Within 48 hours of receiving your data, we deliver a suite of validation reports, in pdf format. Allowing you to review your data in a simple and easy format.
Step 4: Load
On the date of your go live migration, we aim to get you live within 48 hours of receiving your data from your current provider.
What makes Alto stand out?
Using our innovative, semi automated migrations system, we can migrate your data from any system and from any format. Plus, using our simple Data Validation Reports and Assisted Testing, moving your data to Alto has never been easier.
- 90% of migrations go live with no data fixes required
- 100% of nominated data is migrated
- We deliver a suite of validation reports within 48 hours of receiving your data
- Over 45 different products onboarded to Alto since January 2023
- Once live, you’ll have full access to our Alto Skills portal and 5 star support
The Accommodation Bureau switched and gained days back each month
Before The Accommodation Bureau switched to Alto in 2020, the family-run lettings agency managed 500 properties and was looking for a more efficient way to operate. Their legacy CRM was slowing them down, and they needed a modern solution to streamline their processes.
Today, they manage over 700 properties – a 40% increase – and have significantly reduced their administrative workload with Alto’s powerful technology.
“Don’t hesitate. Alto saves time, delivers clarity, and gives you confidence to grow your business. Switching was genuinely one of our best-ever decisions. In the last year or so, they seem to be really trying on being customer-led too. I’m excited to see how they innovate and continue to compete over the next year.” – Sam Whitehead, Operations Manager
Ready to make the switch? Book a Demo with us today.
