Professional CRM Setup & Automation
- Complete CRM Configuration
- Auto Alerts, Texts, and Reminders
- Custom Branding Integration
- Professional Training & Support
CRM Setup & Automation Packages
From basic setup to enterprise-level automation, we’ll configure your CRM to convert more leads and save you time with intelligent automation.
Essential CRM Setup
Perfect for new agents who want their CRM configured with professional campaigns and basic automation to start converting leads immediately.
- CRM platform setup and configuration
- 1 pre-built campaign integration
- Basic automation workflows
- Contact and pipeline setup
- Email template integration
- Basic training session (1 hour)
- 30-day email support
Service Level:
Basic CRM Configuration
Timeline:
5-7 Business Days
Package
Essential
$499
Most Popular
Professional CRM Setup
Comprehensive CRM solution for established agents who want multiple campaigns, advanced automation, and complete system optimization.
- Complete CRM platform optimization
- 3 custom campaign integrations
- Advanced automation and alerts
- Contact management and segmentation
- Email, text, and call automation
- Lead scoring and routing setup
- Custom branding integration
- Comprehensive training (2 sessions)
- 60-day priority support
Service Level:
Complete CRM Automation
Timeline:
10-14 Business Days
Package:
Professional
$799
Enterprise CRM Solution
The ultimate custom campaign experience for top-producing agents and teams who demand the highest level of personalization and market positioning.
- Enterprise-level CRM configuration
- 5+ campaign integrations
- Advanced AI and automation features
- Multi-team pipeline management
- Complete lead lifecycle automation
- Third-party integrations (MLS, etc.)
- Custom reporting and analytics
- Team training and onboarding
- 90-day dedicated support
- Monthly optimization reviews
Service Level:
Full Enterprise Setup
Timeline:
14-21 Business Days
Package:
Enterprise
$1,299
Compatible CRM Platforms
We work with all major real estate CRM platforms, ensuring seamless integration with your existing systems.
- Lofty
- Chime
- kvCORE
- Top Producer
- Wise Agent
- Follow Up Boss
- Real Geeks
- BoomTown
- LionDesk
- Chime CRM
- Placester
- Market Leader
Our CRM Setup Process
🔍
1
CRM Assessment
We evaluate your current CRM setup and identify optimization opportunities for maximum lead conversion.
📋
2
Strategy Planning
Create a customized automation strategy based on your business model and target markets.
⚙️
3
Campaign Integration
Upload and configure your chosen campaigns with proper automation triggers and sequences.
🤖
4
Automation Setup
Configure alerts, reminders, and automated follow-up sequences for seamless lead nurturing.
🚀
5
Training & Launch
Comprehensive training on your new system plus ongoing support to ensure success.
What's Included in Every CRM Setup
📧
Campaign Integration
Professional upload and configuration of your chosen drip campaigns
⚡
Automation Setup
Smart triggers, alerts, and follow-up sequences for maximum efficiency
🎨
Custom Branding
Your logo, colors, and messaging integrated throughout the system
🔄
Pipeline Configuration
Optimized sales pipeline stages and lead routing for your business
🎓
Training & Support
Comprehensive training sessions plus ongoing support
📊
Performance Tracking
Analytics and reporting setup to track campaign effectiveness