19/06/2026
Moving CRM systems is one of the biggest decisions an estate agency can make.
Most agents focus on the shiny new software, the new features and the promise of a better way of working. What often gets overlooked is the thing that powers the entire business: the data.
In this episode, I sit down with Clarice Taylor from Russou Services Group to discuss why CRM migrations can go wrong, the hidden risks agents don't always see, and why "we'll fix it later" can become one of the most expensive sentences in estate agency.
Clarice shares practical advice from years of helping agents navigate CRM migrations, acquisitions and complex data projects. From opening balances and compliance to testing, preparation and troubleshooting, this conversation is packed with lessons for any agency considering a move to a new system.
In this episode:
• Why changing CRM can feel like a business divorce
• The biggest mistakes agents make before migration
• Why property management data creates unique challenges
• The importance of opening balances and compliance
• Why no two agencies use their CRM in the same way
• Common migration issues that only appear after go-live
• How to avoid costly mistakes and sleepless nights
• When specialist migration support can save time, money and stress
If you're planning a CRM change, acquiring another business, or simply want to understand the risks and opportunities involved in data migration, this discussion is well worth your time.
https://www.kerfuffle.com/suppliers/russou