Switch step by step, without disrupting how you work.
Your clients are in spreadsheets, your conversations in WhatsApp, maybe some in another CRM. We import your contacts, load your listings into the agent and set up forwarding with you. You keep running your agency.
Set up by our team · Keep your number · Monthly contract
Fear of switching keeps the old setup alive
Most agencies know a new system would make life easier. What stops them is the switch itself.
"We'll lose our data"
Years of client records across files and phones. You worry something will go missing in the move.
"Our number will change"
The same number is on your boards, listings and business cards. Changing it means losing clients.
"The team won't adapt"
Nobody wants to learn new software in a busy season — and nobody wants to own the setup.
Wherever your list lives, we move it
Our team tidies your Excel and Google Sheets files, CSV exports from another CRM or phone contacts, removes duplicates and imports them with tags like buyer, seller, tenant and area. Your listings are loaded into the agent.
- Excel, Google Sheets, CSV and exports from other CRMs
- Organised contacts with tags and custom fields
- Listings loaded into the agent during setup
Your number stays the same — start small
We forward from your existing office number. Start with missed calls only if you like; add after-hours or all calls as you see the results. We can also give the agent its own number.
- Missed calls only, after hours only, or all calls
- Test calls with your team before going live
- Change the scope whenever you want
How the switch works
Timing depends on your agency's size and the state of your data; we map out a clear timeline together in the demo.
- 1
Discovery
We learn about your listings, team, opening hours and current tools.
- 2
Import and setup
Contacts, listings, calendars, scenarios and automations are set up by our team.
- 3
Testing together
We run test calls with real scenarios and fine-tune the agent's tone with you.
- 4
Go live and follow-up
Forwarding is switched on. Your account manager follows closely in the first weeks.
Very little for your team to learn
The agent does the heavy lifting: answers, qualifies, books and logs to the CRM. Your agents see appointments and tasks in their calendars and handle WhatsApp and calls from one inbox. A short walkthrough gets you started, and your account manager is there for questions.
- Appointments land in agents' existing Google/Outlook calendars
- WhatsApp, Instagram and calls in one inbox
- Automations come ready-made; nobody has to build them
Side by side with spreadsheets and WhatsApp
| Spreadsheets + WhatsApp | Squaremeters AI | |
|---|---|---|
| Missed calls | Call-back list | Answered on the first ring |
| Appointments | By hand, by phone | Booked by the agent |
| Client history | On the agent's phone | In the agency CRM |
| Follow-up messages | If someone remembers | Automatic |
| After hours | ||
| Setup | Do it yourself | Done by our team |
Switching — common questions
How long does the switch take?
It depends on your agency's size, listings and data. Our team does the setup and we test together before going live. We give you a clear timeline in the demo.
Can you move data from my current CRM?
We tidy and import any contact data you can export as CSV or Excel. If you need a connection to other systems, we discuss webhook/API options in the demo.
Will my WhatsApp chats be moved?
We don't promise to migrate old WhatsApp chat history. We import your contacts; once WhatsApp is connected, every new conversation is kept in the unified inbox.
Are we locked in if it's not for us?
No. We work on a monthly contract with no long-term commitment.
Do I need to change my number?
No. We forward from your existing number, or set up a new number for the agent.
Related pages
Let's map out your switch together
Tell us which tools you use today — we'll show you a step-by-step switch plan and the agent on a live call.
- Live demo call
- A switch plan for you
- A quote tailored to you