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Switch to Dezrez

The best move you'll make.

Changing CRM systems can feel risky, but it doesn’t have to be. Our smart onboarding process keeps your business running while you move, with no downtime, no data loss, and full visibility from day one. 

  • For agents: Keep using your contact, property and diary data while onboarding. No disruption, no downtime.
  • For managers: Track progress, data health and onboarding milestones with clear, visual indicators.
  • For teams: Learn, refine and adopt Dezrez with expert-led training and ongoing support.
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With you, from start to finish.

Here's how it works, step by step...

We host your data
Import contacts & properties
Data health check
Access old data, anytime
Supportive onboarding
We host your data
Step 1

We host your existing data.

When you join Dezrez, our Linkz system securely connects to a copy of your current CRM database and hosts it within our environment. 
You get full read access through Dezrez, so you can start exploring and working with your data straight away, even before your full migration is complete. 

Find out more
We host your data
Import contacts & properties
Step 2

Bulk import contacts & add live properties.

You can bulk import your key contacts directly into Dezrez using simple, guided tools. 
Live properties can be added individually, giving you total control and ensuring that only active, accurate data is carried forward. 

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Import contacts & properties
Data health check
Step 3

Smart data health indicators.

To keep your data clean and complete, Dezrez automatically highlights missing or incomplete details using a clear red, amber, green flag system. 
If an email address, phone number or key contact field is missing, you’ll see it instantly and can fix it in seconds - right inside the app. 

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Data health check
Access old data, anytime
Step 4

Access your old data anytime.

Even after you’re live, your previous data remains fully accessible through Linkz. 
Just use the global search bar in Dezrez, type a name like “Mr Jones”, and you’ll see both your new and historical records. 
With one click, you can import the old record into your live CRM, update missing details and keep your data accurate and connected. 

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Access old data, anytime
Supportive onboarding
Step 5

Guided onboarding & dedicated support.

From the moment you sign your contract, you’re paired with a Customer Success Manager (CSM) who’ll guide you through every step of onboarding and training. 
Once you’re live, a dedicated Account Manager will take over to support your team, help you adopt new features, and ensure you’re getting maximum value from Dezrez. 

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Supportive onboarding

Built around you and your data.

We know your data is the heart of your business. That’s why we’ve built our unique and innovative Linkz system: a seamless bridge that securely hosts your existing data within Dezrez, giving you instant access while you onboard.

No waiting for imports. No starting from scratch. Just a smooth, guided transition that keeps your team working and your business moving. 

Switch to Dezrez
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The end-to-end solution for estate agents.

From instruction to completion and everything in between, Dezrez gives you more: 

Migration made easy.

With Dezrez and our innovative Linkz system, migration isn’t a headache, it’s a head start. 
Move faster, stay compliant and keep every contact, property and opportunity right where you need it.

Make the switch
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Are you ready to future-proof your business?

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