Add-on service
Real Estate CRM and Pipeline Setup
Every lead, call and booking should live in one place, and the follow-up should happen without anyone remembering to do it.
What it is
A CRM is only useful if it is used. A good setup has clear pipeline stages, few required fields and automation that does the repetitive work. Read our CRM and pipeline guide.
What we do
- Every lead, call and booking is recorded in one place.
- Pipeline stages match how listings actually move.
- Follow-up is automated so leads are not forgotten.
- Tags and notes stay simple so the team uses them.
- Reports show where leads stall.
What we need from you
- A list of your current tools and contacts.
- Your pipeline stages and how you follow up today.
How to tell it is working
- Share of leads with a next step.
- Time in each stage.
- Leads recovered from follow-up.
Who it fits
- Agents with leads scattered across phones, inboxes and spreadsheets.
Who it does not fit
- Agents happy with a CRM they use consistently.
Scope and pricing
Scope, timing and pricing are covered on your strategy call. See how it works and all services.
Frequently asked questions
Do you replace my CRM?
Not necessarily. We can work with what you use or move you to a better setup.
Will my past contacts be included?
Where possible, and with care about consent.
How long does it take?
It depends on your data and tools. We scope it on your strategy call.
Keep exploring
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Missed-Call Text-Back
A missed call is often a lost lead. A text back within seconds keeps the conversation alive.
Want to see how this would work for your market?
Forty-five minutes. We’ll show you the ad, the qualifying call, and a booked appointment for your market, live.