Getting started with Rezi – 
You’re making the right decision!

We provide insight on the onboarding journey for agents moving to Rezi as their estate agency CRM software provider. 

Rezi CRM Software
Are you looking to change estate agency software providers? Are you a start-up, an agency looking to expand or an enterprise looking for more custom features? Rezi is the estate agency software solution that offers sales, lettings and property management CRM systems, all under one roof. 

In this guide, we help to map the onboarding journey from your current software to Rezi. Moving to a new provider shouldn’t be painful. With a guided plan, data migration that works around you and multi-channel training offerings, moving to Rezi has never been easier. 
Moving to Rezi Estate Agency CRM Software

What to expect when you go live with Rezi estate agency software 

Rezi’s sales and lettings software helps agents to work more efficiently and freely with smart cloud-based technology, allowing you to carry your full CRM solution with you wherever you need to go. Built with the latest technology, Rezi boasts an open API, meaning you can connect your estate agent software to thousands of leading customer engagement and lead generation tools on the market. With many suppliers now fully integrated with Rezi it’s never been easier to access these services instantly from the main dashboard.   

Rezi is software built to be different. No agency is the same and that’s why we offer flexible packages, tailored to your needs. From start-ups to enterprise agencies, our software delivers the best solution to improve business performance.   

Want to know more? Explore our estate agency software packages!

Rezi sales, lettings and property management software

Our specially designed Rezi Packages will be discussed as part of your demo and a recommendation will be given for the best package to suit your agency needs. From new start-up to enterprise we have you covered: 

How the sales and lettings introductory demo works

With businesses now returning to normal post-pandemic we offer both virtual and physical introductory demos to explore our software. We understand that moving software can be both exciting and daunting at the same time. Our in depth demos are designed to cover the areas that you will be using the most.

Prior to your meeting our friendly advisors will tailor the demo to the specific needs of your business and answer any questions that you or your team might have. It is a good idea to come prepared to the demo with a list of questions that you may have about getting started with Rezi. 

What makes Rezi estate agent software stand out from the competition?

  • Open API & Cloud-based
  • Multi user licence
  • Live diary and email sync
  • Zapier automation & access to 1000s of third party integrations
  • Custom user friendly dashboards
  • Structured onboarding including data migration with history
  • 24/7 white label online client portal in Rezi Anytime
  • Built-in video conferencing for virtual viewings and meetings
Estate Agent Onboarding to Rezi Software

Migrate your data with confidence 

One of the main barriers for agents when moving to a new CRM provider is the worry about data migration. At Dezrez our team of experts are here to talk and guide you through the best option for your agency. In order to make the migration streamlined we’ll aim to complete this at a time that is best for you. We’ll also provide you with a detailed schedule so that you remain in control of what is happening every step of the way. 

It is also key to discuss with us and your team the best way to move your data. Many companies now choose to manually enter their properties and contacts directly into Rezi software. This process is often faster, cheaper and ensures complete data accuracy. However, there are other options so please feel free to discuss these with us during your introductory demo. 

Setup and team training days that work around you 

Whilst you’re onboarding with us you’ll be assigned to one of our technical account managers who will help you with the transition over to Rezi. Your account manager will be on hand to ensure that the setup, migration, training and development process for your agency runs as smoothly as possible. They will be your main point of contact during this time.  


In order to get the best out of Rezi sales and lettings software, you and your team will be invited to multiple training sessions dedicated to getting your agency up and running with the latest technology on the market.  


If you are thinking of upgrading to our Rezi Premium package, we will also complete an interactive demo where you can explore how your business will benefit from services such as Zapier, Sprift, Rezi Meet and much more.  

Webinar sessions

We care about your success, that’s why we offer continued support...

We run monthly free live and on demand webinar sessions where our expert trainers share how to get the most out of our software. Each 30 minute and 1 hour session is available to all your staff members.

This is a great opportunity to discover more great benefits of using key areas of our software. There is always a live Q&A session at the end of every live demo completed where our trainer will answer any questions that you may have.

View our free on-demand and upcoming webinars.

Webinar Support at Dezrez

Help is available 24/7 with our Knowledge Base centre 

Once your Rezi system is up and running we’ll check in with you regularly to make sure you’re getting the most out of our software. Should you require help beforehand be sure to visit our Knowledge Base centre which is packed full of step by step user guides, FAQ’s and detailed articles.

Being able to reach us when you need us most is important. That’s why we offer so many ways of getting in touch with us. Whether you prefer to interact through email, telephone, live chat or would like to raise a ticket for bigger or custom solutions, our UK based customer support team are on hand to help. 

Visit our customer review sites to see what our agents are saying about us: 

FAQs when moving to a new estate agency software provider

  • Would it be better to manually enter my data? 
  • How long will it take to get up and running? 
  • Will I need to clean my data? 
  • How much will it cost? 
  • How accurate will my data be? 
  • When should I give notice to my provider? 
  • How do I ensure compliance with GDPR rules? 
  • How long should I hold personal data? 
Answers to all of these questions can be found hereDon’t see your question here? Contact our team who are always happy to help.