Changing systems
Your CRM history comes with you.
Switching should feel controlled, not courageous. Bloc's migration protects the records your team depends on, rehearses the whole thing against real data first, and gives everyone a clear route into the new workspace.
Migration rehearsal
Reapit export · 41,208 records
- Reapit, Alto, Jupix, Street
- Or a plain CSV export.
- History, not just contacts
- Notes, deals and tenancies come too.
- Rehearsed on real data
- You sign off the dry run first.
- Trained before day one
- Nobody meets the workspace cold.
Map what matters
We audit fields, pipelines, documents, users, permissions and integrations before anything moves, including the custom fields somebody added in 2019 that nobody can explain any more.
Clean and rehearse
Your import runs into a controlled workspace first, so duplicates, broken dates and awkward free-text fields are resolved while the live system carries on untouched.
Bring the team in
Role-based training against your own data, not a demo account. Negotiators, property managers and accounts each learn the parts of the workspace they will actually open.
Go live with support
A planned cutover on a date you choose, post-launch checks through the first month end, and a named route back to the team if something needs attention.
History arrives as history
Notes keep their author and their date. They do not land as one undated block at the bottom of a contact.
Nothing changed at source
The migration reads exports. Your current system is untouched and stays available for as long as you want it.
Trained on your own book
People learn faster on records they recognise, so day one is a normal working day rather than a workshop.
Through the first month end
Client money and reconciliation get a supported first cycle, which is when a migration actually proves itself.
Reapit, Alto, Jupix, or a spreadsheet nobody admits to.
There is no supported-systems list to check against, because the migration works off your exports rather than off a partnership. Contacts, properties, tenancies, documents and the notes history come across as structured records, not as one long text field at the bottom of each contact.
Book a migration walkthrough
Hannah Cole
Landlord · 3 properties
The record, rebuilt properly
A landlord arrives with their units, their rent roll, their open jobs and their history intact, not as an orphaned list of names.
Your stages, your names
18 open12 Kensington Gdns
£1.25m
8 Mayfair Place
£2.10m
9 Notting Hill Gate
£875k
Your pipeline, your stages
Milestones are mapped from your existing stages, so the board on day one looks like the board on the last day of the old system.
Field validation
ReadyRehearsed before it is real
The full import runs into a sandbox workspace so you can walk your own data before anyone commits to a cutover date.
What it actually takes
Eleven days is a normal answer. Not a heroic one.
“Onboarding was the bit I dreaded. Eleven days from export to running live, and the history came across properly rather than as one long notes field at the bottom of every contact.”
Sofia Lindqvist
Operations Lead
Migration clinic
Bring your export. We will tell you what breaks.
We look at a real export from your current system and show you exactly what maps cleanly, what needs a decision, and what is genuinely not worth bringing.
Others manageyour leads.We bring them.
Bloc runs the whole agency, and because it is built inside the Matchouse marketplace, vendors and landlords searching today find your branch. New instructions arrive instead of waiting to be chased.
No card required · Per branch, unlimited negotiators · UK-hosted