CRM Setup & Automation

What CRM Setup & Automation means for you

A CRM is only as good as its setup. We import and clean your contacts, build lead stages that match your real process, and write action plans so a brand-new lead and a five-year-old past client both get the right next touch.

Agents rarely lose business because they were bad at the conversation. They lose it because a lead went quiet for nine days. Automation does the remembering: reminders, drips, birthday and anniversary touches and hand-offs, so your attention goes to people who are ready to talk.

Tools we commonly work with

What to expect after you say yes

Within two business days you get a kickoff checklist and a booking link. Most CRM Setup & Automation projects reach a working first version within one to two weeks, depending on how quickly accounts are shared. We schedule changes outside your busy windows, send a short update after each session and keep the project notes in a shared document you can read at any time.

Keeping client information safe

Every tool we set up for CRM Setup & Automation starts with safe defaults: strong sign-in, limited sharing and clear ownership. We avoid putting client data into unmanaged apps, and we document how long records are kept and who can access them. That makes it easier to meet your duties under PIPEDA, BC PIPA and your brokerage's own policies.

What CRM Setup & Automation costs

One-time setups start from $750 and ongoing per-agent plans start from $89 per month, with team pricing for larger groups. For CRM Setup & Automation, the final figure depends on how many agents, devices and tools are involved. You receive a written fixed-scope quote after a free 30-minute consultation. Prices are in Canadian dollars, plus 5% GST, with a 10% launch discount and no lock-in. See the full pricing page for plan details.

Results you can check

We prefer to prove it. After CRM Setup & Automation goes live we run test leads, test restores or test sign-ins, depending on the project, and send you the results. Target: every lead source connected and tested in week one, first automated follow-up live within five business days. Targets are objectives, not guarantees, but we are open about where we are on them.

Who CRM Setup & Automation is for

CRM Setup & Automation suits solo realtors, growing teams and small brokerages that want professional tech without hiring someone full time. It is especially useful for real estate coaches, small brokerages and relocation specialists, where busy schedules and sensitive client information make a clean setup valuable. If you already have a tech-minded assistant, we work alongside them and fill the gaps.

Plays well with your stack

Whatever you use today, there is a good chance we can build on it. Typical platforms for CRM Setup & Automation include Follow Up Boss, kvCORE, HubSpot, Zapier-class automation, Google Calendar and Outlook. We map how data flows between them, remove duplicate steps and test each connection. If something cannot be connected cleanly, we tell you straight away and suggest the simplest workaround.

How CRM Setup & Automation works with us

Every CRM Setup & Automation project begins with a free 30-minute consultation. We ask what you sell, how leads reach you, which tools you already pay for and what keeps you up at night. A short audit follows, then a fixed-scope plan with a price and timeline. Work happens in focused sessions around your showings, and you see each change before it goes live. We finish with a handover, a written summary and a follow-up check a week later. Target: every lead source connected and tested in week one, first automated follow-up live within five business days.

CRM Setup & Automation in your city

We deliver this service remotely across Canada, with dedicated local pages for twelve major British Columbia cities.

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