Burnaby / Leads & CRM

CRM Setup & Automation in Burnaby, BC

Follow Up Boss, kvCORE or HubSpot configured around how you actually sell: smart lists, action plans, text and email follow-up that runs without you remembering.

Lower MainlandRemote-firstReviewed 2026-10-06

Call (604) 632-4959 Book a free consultation

Why Burnaby agents ask for CRM Setup & Automation

Burnaby is a dynamic commercial hub with a strong mix of tech, retail and industrial enterprise. Agents in Burnaby tell us the same thing: they want their technology to be less work, not more. 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. Our CRM Setup & Automation service is built around that idea.

Privacy and practicality in Burnaby

Agents in Burnaby hold sensitive personal details, from ID copies to financial information. BC's Personal Information Protection Act (PIPA) and, for cross-border activity, PIPEDA set out your duties, and good tooling makes them easier to meet. Our approach to CRM Setup & Automation keeps client data in controlled accounts, uses multi-factor sign-in and avoids spreading files across personal apps. Practical, not paranoid.

Next step for Burnaby agents

Call (604) 632-4959 or email info@SAZ.ca for a free 30-minute consultation. Tell us what is slowing you down in Burnaby and we will suggest the smallest change that makes the biggest difference. If CRM Setup & Automation is not the right fit, we will say so and point you to something that is.

What you get in Burnaby

Contact import, de-duplication and tagging by source and stage
Smart lists for hot, warm, nurture and past-client groups
Action plans for new leads, open-house sign-ins and post-closing care
Text and email templates written in your voice
Calendar and phone connections so every conversation is logged
A simple monthly dashboard of leads, appointments and closings by source

Problems this fixes

A CRM full of duplicates and unlabelled contacts
Leads sitting in New for days with no follow-up
Drips copied from a template that sound nothing like you
No clear difference between buyers, sellers, past clients and sphere

What you do and what we do

You share access to the accounts involved and answer a few questions. We handle the configuration, the testing and the documentation for CRM Setup & Automation. You will not be asked to learn a new technical vocabulary. If a decision needs your input, we explain the options in plain English, recommend one and move on. Target: every lead source connected and tested in week one, first automated follow-up live within five business days.

The practical outline

Expect an intake call, a short checklist for you to complete, a build and test phase and a handover session. Tools involved often include Follow Up Boss, kvCORE, HubSpot, Zapier-class automation, Google Calendar and Outlook. We make a point of testing with real examples from your Burnaby business, such as a test lead or a dummy deal, so you know it works before you rely on it.

Budget-friendly options

If you are watching spending, we can phase CRM Setup & Automation so the highest-value pieces come first. For example, you might start with contact import, de-duplication and tagging by source and stage and add the rest next quarter. Pricing starts from $750 for setup work and $89 per month for plans, plus 5% GST.

Tools we commonly work with

Follow Up BosskvCOREHubSpotZapier-class automationGoogle CalendarOutlook

See the full CRM Setup & Automation service page, or explore all realtor tech support in Burnaby.

Quick answers

How long does CRM Setup & Automation take?

Most projects reach a working first version in one to two weeks. Timing depends on how quickly we receive access to your accounts and on how many people and tools are involved.

How much does CRM Setup & Automation cost in Burnaby?

One-time setups start from $750 and per-agent monthly plans start from $89, plus 5% GST. Teams are quoted by headcount. A 10% launch discount applies to new clients and there is no lock-in.

What is included in CRM Setup & Automation for Burnaby agents?

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. A typical project covers the setup, connections, testing and a handover session, and starts with a free 30-minute consultation. You receive a written fixed-scope quote before any work begins.

What if something breaks later?

Ongoing support plans give you a named team to text or email, monthly health checks and priority handling on closing days. Without a plan, we can still help on an hourly basis.

Will my client information stay private?

We configure accounts with multi-factor sign-in, limited sharing and clear ownership, designed around privacy duties such as BC's Personal Information Protection Act (PIPA) and, for cross-border activity, PIPEDA. We are not lawyers, but we help you apply good practice.

Keep exploring

Ready for tech that just works?

Book a free 30-minute consultation. No forms, no pressure, and a fixed price before any work starts.

Call (604) 632-4959 Email info@SAZ.ca