Nanaimo / Leads & CRM

CRM Setup & Automation in Nanaimo, 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.

Vancouver IslandRemote-firstReviewed 2026-10-06

Call (604) 632-4959 Book a free consultation

CRM Setup & Automation for Nanaimo agents

Nanaimo is Vancouver Island's second-largest city and a key port. RealtyIT provides CRM Setup & Automation for realtors, teams and small brokerages in Nanaimo. 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. We work remotely from Vancouver with agents on Vancouver Island, in plain English and on your schedule.

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.

What is included

A typical CRM Setup & Automation project in Nanaimo includes contact import, de-duplication and tagging by source and stage, plus the connections and checks that make the whole thing hold together. Most of the work happens remotely in short sessions that fit around showings and open houses. Platforms we commonly use include Follow Up Boss, kvCORE, HubSpot, Zapier-class automation, Google Calendar and Outlook. Every project ends with a written summary of what we configured, where the logins are kept and who to call for help.

What you get in Nanaimo

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

Next step for Nanaimo agents

Call (604) 632-4959 or email info@SAZ.ca for a free 30-minute consultation. Tell us what is slowing you down in Nanaimo 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.

Built for the Nanaimo market

Neighbouring communities such as Langford, Esquimalt and Ladysmith feed activity into Nanaimo, so many agents work across several markets. CRM Setup & Automation helps you keep leads, files and conversations consistent wherever the client is based. We also keep an eye on regional realities like ferry-dependent logistics, a handful of dominant carriers and long repair lead times for hardware shipped from the mainland when we choose tools, so everything works on a mid-range phone in the car just as well as it does at your desk.

From first call to finished setup

We keep it simple. You book a call, we ask about your lead sources, tools and pain points, then send a plan with a price. After approval we schedule the work around your listings and showings in Nanaimo. When we finish, you get a summary and a walkthrough, and we check back after a week to make sure everything is behaving. Target: every lead source connected and tested in week one, first automated follow-up live within five business days.

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 Nanaimo.

Quick answers

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.

What is included in CRM Setup & Automation for Nanaimo 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.

Which tools do you use for CRM Setup & Automation?

Commonly Follow Up Boss, kvCORE, HubSpot, Zapier-class automation, Google Calendar and Outlook. We build on what you already own wherever sensible and do not resell software, so recommendations follow your needs rather than a margin.

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.

Do I need to be technical?

Not at all. We handle the configuration, explain each decision in plain English and finish with a short training session and a written summary. You will know exactly where everything lives.

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