Richmond / Leads & CRM

CRM Setup & Automation in Richmond, 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

CRM Setup & Automation for Richmond agents

Richmond is a trade and logistics gateway anchored by Vancouver International Airport. RealtyIT provides CRM Setup & Automation for realtors, teams and small brokerages in Richmond. 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 in the Lower Mainland, in plain English and on your schedule.

Privacy and practicality in Richmond

Agents in Richmond 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.

How it works step by step

First, a free consultation to learn your goals. Second, a short audit of your accounts, devices and tools. Third, a fixed-scope plan for CRM Setup & Automation. Fourth, setup and testing, usually in two or three sessions. Fifth, a handover with notes and a quick training. Throughout, you stay in control: nothing changes without your say-so. Target: every lead source connected and tested in week one, first automated follow-up live within five business days.

What you get in Richmond

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 it costs

Most solo agents in Richmond spend from $750 for a one-time setup and from $89 per month for ongoing support. Teams are quoted by headcount and complexity. We do not hide costs in long contracts: you own the accounts we create and you can cancel any time.

Talk to a human

No chatbots and no forms: just call (604) 632-4959 or email info@SAZ.ca. We are based in Vancouver and help realtors in the Lower Mainland. Bring a recent frustration with CRM Setup & Automation and we will walk through what a better setup would look like.

What is included

A typical CRM Setup & Automation project in Richmond 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.

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 Richmond.

Quick answers

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.

How much does CRM Setup & Automation cost in Richmond?

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.

Can you work around my showing schedule?

Yes. Sessions are short and booked around your appointments, open houses and closings. Most work happens remotely, so you do not need to be at a desk.

What is included in CRM Setup & Automation for Richmond 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.

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