CRM Implementation
Let us automate your business for you
Optimize your Customer Relationship Management (CRM) system with tailored automations and client communications that make every step of the process more efficient.
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Prospecting Workflow: Streamline your lead management process with a customized sequence designed to nurture prospects from initial
contact to conversionListing & Transaction Management: Keep every listing and transaction on track with automated workflows that handle reminders, tasks, and
communicationsAnnual Touch Plan: Maintain ongoing client engagement with a detailed yearly plan for follow-ups, client check-ins, and event invitations to ensure you're always top of mind
Client Birthday & Purchase Anniversary Workflows: Your clients will always know they’re top of mind with automated reminders ensuring you never miss an important touchpoint
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All of our automations built to fit actual Realtor processes in Ontario Canada. Client communications are customized so clients know its coming from you and not a robot.
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Not only do we implement but we train too! Once your system has been built, a 1.5 hour live training is included to ensure you are confident in your new processes!
CRMs We Work With:
Pricing: $3,499.99 CAD
*If you work with a CRM not listed, please set up a call we’d be happy to try and accomodate your needs.
Template Packages
Marketing Templates
Selling Marketing Package
$349.99
Available for immediate download.
Buyer Marketing Package
$349.99
Available for immediate download.
Online Listing Presentation
$199.99
Available for immediate download.
Email Templates
Prospecting Email Templates
$99.99
Available for immediate download.
Transaction Email Templates
$99.99
Available for immediate download.
Newsletter Content Templates
$99.99
Available for immediate download.