Switching
Switch without the scary part.
Your DMS keeps running, your database comes over with duplicates merged, and you go live lead-source by lead-source, at your pace. A 30-minute demo ends with your rollout plan.
The move
Three steps, zero drama.
Step 1: Import
Your database comes over
Bring contacts in by CSV or Excel. The import detects and merges duplicates, so reps start with a clean book instead of a mess of copies.
Step 2: Connect
DMS feed, mailboxes, numbers
Your DMS keeps running exactly as it is, BKD syncs inventory from its feed. Gmail or Outlook connects in minutes, and every rep gets a real local number for texting and calling from the browser.
Step 3: Go live
Cadences on, Sidekicks engaging
Turn on follow-up cadences and let Sidekicks engage new leads. You go live lead-source by lead-source, at your pace, no big-bang cutover.
FAQ
The reassuring part.
Leave the demo with a rollout plan.
A 30-minute walkthrough with our team. Bring your current CRM's worst habit.