Get started with Grow CRM faster with easier onboarding and portfolio management

Article by Alison Cheung Communications Manager 24 July 2026

Getting started with a new CRM should be simple. Whether you’re bringing across years of data, connecting your property management portfolio or managing multiple businesses, the process should help you get up and running quickly, not slow you down. 

That’s why we’ve introduced three enhancements to Grow CRM that remove common setup hurdles and give agencies a smoother path to getting value from the platform. 

Sync multiple Manage PM portfolios to one Grow CRM account

If you manage multiple Manage PM portfolios and use Grow CRM, you can now sync all of your portfolios to a single Grow CRM account. 

Previously, each Grow CRM account could only be connected to one Manage PM portfolio. Now, you can: 

• View leads and activity across all your connected portfolios in one CRM account 

• Eliminate manual workarounds to combine data from multiple portfolios 

• Manage everything under a single Grow CRM subscription, regardless of how many portfolios you connect 

This highly requested enhancement to our Data Sync feature gives agencies a more complete view of their pipeline while simplifying day-to-day CRM management. 

To enable multi-portfolio syncing, simply log in to PropertyMe and contact our Support team.

Import your data with less effort

Switching CRMs often comes with one big question: how much work will it take to move everything across? 

That’s why we’ve improved Grow CRM’s import process for agencies moving from another CRM or importing records from spreadsheets. You can import: 

• Contacts 

• Properties 

• Listings 

• Owners 

• Vendors 

• Notes 

• Tasks 

A clearer path to getting set up from day one

We’ve also introduced a new onboarding portal to help new customers get their account ready. 

When you sign in for the first time, you’ll be asked a few simple questions about your agency. From there, the portal tailors your setup checklist and walks you through each stage, so you always know what to do next. 

Your onboarding experience covers: 

• Adding users 

• Setting up your branding 

• Configuring account settings 

• Migrating your data from your previous system 

• Connecting your Manage PM portfolio 

• Setting up listings 

Experience the power of one intelligent platform

These updates are all about removing unnecessary barriers to getting started. Whether you’re connecting multiple portfolios, moving data from another system or setting up Grow CRM for the first time, the process is now more connected and easier to follow.

Thinking about switching to Grow CRM? Our team can talk you through the migration process, explain what data can be transferred and help you plan your move before you begin. Book a demo today.