Run your systems
CRM setup
A CRM is the place where all your leads, calls and notes live. We set it up so it matches how you work and your team actually uses it.
In plain words
CRM stands for customer relationship management. In simple words it is an organized list of every lead, with their history and what should happen next.
Many businesses pay for a CRM and still run everything from spreadsheets and sticky notes, because the CRM was never set up properly. We fix that. We build the stages your deals go through, bring in your old data and train your team.
What you get
- A pipeline with stages that match your process, from new lead to closed deal
- Fields, tags and lead sources so you can see where deals come from
- Your old leads imported and cleaned up
- Lead forms from your website connected to the CRM
- Simple dashboards for leads, appointments and deals
- A short recorded training for you and your team
CRMs we work with
- REsimpli
- Built for investors, with calling, texting and list tools inside.
- Podio
- Very flexible and popular with wholesalers.
- GoHighLevel
- Strong for automation, texting and funnels.
- Follow Up Boss
- Popular with agents and teams.
- HubSpot
- Good for larger teams and commercial firms.
- Your current CRM
- If you already pay for one, we usually set up what you have instead of switching.
How it works
Map your process
A call where we walk through how a lead becomes a deal in your business.
Build and import
We build the setup and bring in your existing data.
Test together
You try it with real leads and we adjust anything that feels wrong.
Train and hand over
Your team gets a walkthrough and a recorded guide.
Who it is for
- Teams who bought a CRM but do not use it
- Businesses still tracking leads in spreadsheets
- Anyone moving from one CRM to another
What we need from you
- Admin access to your CRM, or we help you pick one
- Your current lead lists and spreadsheets
- One person on your side who can answer questions
Good to know
You keep full ownership of your CRM account and data. We work inside your account and you can remove our access at any time.
Common questions
Which CRM should I use?
It depends on your business and your budget. We tell you honestly which one fits, and often that is the one you already have.
Can you move my data from my old CRM?
Yes. We export, clean and import your contacts, notes and deals.
Who pays for the CRM software?
You pay the CRM company directly for your subscription. Our work is the setup.
Works well with
Automation
Repeat tasks done by your systems, so leads get answered fast and nothing is forgotten.
Read more about Automation
Follow up by text, email and phone
Steady follow up so owners who are not ready today still remember you later.
Read more about Follow up by text, email and phone
Websites
Simple, fast websites that bring in seller and buyer leads and send them straight to your CRM.
Read more about WebsitesNot sure where to start?
Book a short call. We will listen to how your business works today and tell you honestly which services would help, if any.