Switching from onOffice, Justimmo, FlowFact or Excel
What is called the same at livelisted, what differs and how the move works. Factual, no judgement.
How does livelisted differ from classic agent software?
Classic agent software administers. livelisted markets: exposé, portals, campaign, follow-up and reports grow out of one property, and the AI does the work in between, always with your release. In return livelisted deliberately leaves out contract generation, accounting, construction cost control and a general CRM.
What are the terms called in livelisted?
Prospect or contact is a lead. Status or stage is a phase, the pipeline is the board. The property form is the exposé editor. The agent in charge is the contact person. Marketing type and property type are called the same.
How do I move my properties over?
Create an OpenImmo export in your current software (XML or ZIP with images) and upload it via "+ New" → "Import objects". Texts, key facts, energy certificate and images come along; if the export holds internal and exposé texts separately, take the exposé variant.
And my prospects?
As CSV or Excel via "Import leads". The column names of onOffice, Justimmo and FlowFact are recognised (first name, name, e-mail, phone, city, created). Search criteria like budget and property type come along when the export contains them.
I work with Excel and portals. Is switching worth it?
If you market more than a handful of properties at once, yes: you import the price list once, then maintain statuses and prices in one place, and every portal enquiry lands as a lead instead of in your inbox. 7 days of trial without a card are enough to compare with a real property.
Do I have to switch completely at once?
No. Many start with one property in parallel. Portals connect per property, enquiries run through the receiving address. When it fits, you move the rest; we help with the move in person.
What does livelisted not have?
No contract generation, no accounting, no defect management, no construction cost control, no general CRM for non-property contacts. Valuations under ImmoWertV and shop-window TV are not part of the product either.