Elevation Estate Agents

Published May 12, 2026

The team had been running on the same legacy CRM for around 15 years. Over time, the system had become a series of workarounds.

Sales and front-office lettings ran on one platform. Back-office lettings on another. Maintenance on a third. Direct mail on a fourth. Five disparate tools, none of them speaking to each other.

The data inside the legacy CRM had its own problems. Years of unmanaged records left the database with around 70,000 contacts, with nothing archived and most of it unusable.

For the directors, the case for change was clear.

Elevation reviewed two shortlisted CRMs in detail. From a director's seat, the difference came down to clarity.

Beyond the layout, what set Street.co.uk apart was the tone of the conversations.

The technical fit sealed it. The integrated ecosystem clicked with what the directors were trying to achieve: automated valuation follow-ups, joined-up touch points, marketing built into the workflow rather than bolted on top.

The decision to switch was unanimous across the three directors and the managing director. An initial concern that Street.co.uk seemed almost too far ahead resolved itself quickly. As Hayley puts it, "When you saw the two products, it was unanimous for everyone."

Hayley credits the structure of the onboarding for keeping everything on track. Saskia, Onboarding Specialist at Street, ran weekly and fortnightly check-ins throughout the process, with a clear roadmap of what each team needed to deliver and when.

Training came as two intensive in-person days with Max, Product Trainer at Street. The directors and super users came away with a strong foundation to take back to their branches.

With around 70,000 records sat on the old system and 500 live tenancies on the lettings side, Hayley led the planning carefully. Rather than transferring everything across automatically, the team chose a manual migration, bringing only clean, current data into Street.co.uk.

The result was a deliberate data cleanse. From 70,000 legacy records, the sales teams brought across active properties, contacts and listings, with everything else left behind on the old system as a back-up.

The plan gave each team two dedicated days to focus solely on the migration. No viewings, no distractions, just admin time to bring across the contacts that mattered. For sales, that meant the last twelve months of registered contacts. For lettings, the last three to six months.

Each office adapted the approach to its own team. In Bedford, a tech-confident colleague tag-teamed with a senior team member to share the load. In other branches, super users led the charge and got their teams up to speed.

The company completed its sales migration in just two weeks. Letting tenancies, the biggest single piece of work, were handled by a dedicated accounts colleague who joined just before go-live, bringing across all 500 live tenancies along with the landlord and tenant records that sit behind them.

The manual approach paid off in an unexpected way. By the time go-live came, the team already knew the system.

Inside the offices, the transition was smoother than anyone had expected. With the data already entered manually, agents already familiar with the screens, and any teething issues resolved during the migration phase, there was nothing to slow them down.

Within weeks of going live, Elevation was seeing the benefits across the business. Five systems running as one. Three branches on one dashboard. Active sales listings migrated cleanly from a database of 70,000 legacy records, leaving the noise behind. All 500 live tenancies brought across by a dedicated accounts colleague, complete with the landlord and tenant records that sit behind them.

Two-way email and Outlook calendar sync became two of the everyday wins driving the biggest time savings for agents. AI-assisted property descriptions and emails sped up listings and follow-ups, freeing agents from repetitive copywriting. Integrated electronic signing meant terms get sent and signed digitally, with no back-and-forth on paperwork. Pre-valuation prep, automated emails and valuation reports all happen faster than before.

Elevation is now in the process of onboarding with Spectre across all products, with email marketing and social posting already live.

For Hayley, the bigger picture is clear: the team is only beginning to see what Street.co.uk can do.