Switch to PropZolo
Move from spreadsheets or another CRM in a day.
Bring your leads, contacts and history with you. Columns are mapped for you, duplicates are flagged, never merged silently, and nothing is lost on the way.
Four steps
From your sheet to your first answered lead.
- 01ImportUpload Excel or CSV from your sheet or old CRM. Map columns, preview duplicates, keep a skipped-rows file.
- 02ConnectCopy each portal’s URL or inbound address. Pre-written emails to your portal account managers are included.
- 03InviteSend your team an invite link on WhatsApp. They install the Android app and calls start syncing.
- 04Go livePick a recipe — speed to lead, RNR ladder, visit reminders — and the first lead is answered in seconds.
What comes with you
Your history moves too.
- Leads and contactsOne contact per phone number, with every enquiry on it.
- Statuses and ownersYour stages mapped to PropZolo’s, each lead with its agent.
- Notes and follow-upsRemarks and next-call dates arrive with the lead.
- A file of skipped rowsAnything that can’t be imported comes back to you to fix.
Our promises
Nothing to lose by moving.
- Never locked outIf a payment fails you keep read-only access, and lead capture keeps running for 7 days.
- Your data leaves with youExport everything — leads, files, history — whenever you want.
- Free migrationAssisted migration from spreadsheets or your old CRM is free on annual plans.
Questions
Asked before switching.
How long does switching take?
Most teams import their sheet and connect their first portal in a day. The rest of the team joins from an invite link on WhatsApp.
Will duplicates be merged?
No. PropZolo keeps one contact per phone number and shows you the duplicates before importing; repeat enquiries attach to the open lead, labelled — nothing is merged silently.
Can you do the import for us?
Yes. Assisted migration is free on annual plans — send the file and we map it with you.
Do my portals need to change anything?
You paste each portal’s URL or inbound address into PropZolo. Pre-written emails to your portal account managers are included, so the switch is one message each.