Free migration & setup
Switching is our job, not yours.
Your data moves from spreadsheets or your current CRM into Verna with our team doing the heavy lifting. Included with every plan, done for you on Enterprise, and most companies are live in under two weeks.
Plan your migrationWhat moves over
Everything your business runs on.
We migrate from spreadsheets, CSV and Excel exports, and the export files of whatever you use today, including PropSpace, Bitrix24, and AppFolio.
Leads & contacts
Your full lead book with sources, statuses, notes, and owner assignments preserved.
Inventory
Communities, buildings, and units with types, attributes, pricing, and current availability.
Deals & history
Open and closed deals with their stages, offers, and linked customers, so reporting starts with history.
Payment schedules
Payment plans and schedules with what has been collected and what remains outstanding.
Tenancies
Tenants, leases, and occupancies for portfolios moving their leasing operation over.
Commission terms
Agent and broker commission structures, splits, and any unpaid accruals.
How it works
Four steps, no lost weekends.
Your team keeps selling in the old system until the day the new one is ready. There is no in-between period of running both.
Audit
We look at what you have: spreadsheets, exports from your current CRM, or both. You get a clear list of what maps over and anything that needs a decision.
Mapping
Your columns map to Verna fields with our guided import tooling. Statuses, sources, and owners are matched so nothing lands as an unlabeled blob.
Dry run
The full import runs into a staging environment first. Your team clicks through real records and flags anything that looks off before go-live.
Go-live
A final import over a weekend or a quiet day, roles and permissions set, and your team logs into a system that already knows the business.
Messy data is expected, not a problem. Duplicate leads, inconsistent statuses, and half-filled columns are what the mapping and dry-run steps exist for. The one thing we ask of your team is an hour to answer questions about what your fields mean.
Get started
Bring your data. We handle the rest.
Tell us what you run today and how big your book is, and we come back with a migration plan and a timeline.