Leads & CRM service
Social & Marketing Tech Integration
Connect your social accounts, ads, landing pages, email newsletter and CRM so every like, click and form fill ends up as a tracked lead.
What Social & Marketing Tech Integration means for you
Marketing tech integration means the plumbing behind your marketing works: Meta and Google ad leads arrive in your CRM, your newsletter syncs with your contact list and your links and QR codes track which signs and posts really produce calls.
Agents spend real money on ads, signs and content, then cannot say what worked. Clean tracking and connected tools turn marketing from guesswork into a short list of channels worth doubling down on.
Problems this fixes
- Facebook and Instagram lead forms that email a stale address
- A newsletter list that does not match the CRM
- Links and QR codes with no tracking
- Landing pages built and forgotten
- No monthly view of cost per lead by channel
What you get
- Ad lead forms connected to your CRM with test leads
- Newsletter and CRM two-way contact sync
- Tracked links and QR codes for signs, flyers and open houses
- Landing page and thank-you page setup
- Basic analytics and call tracking
- A one-page monthly marketing scoreboard
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 social & marketing tech integration 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.
What social & marketing tech integration costs
One-time setups start from $750 and ongoing per-agent plans start from $89 per month, with team pricing for larger groups. For social & marketing tech integration, 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.
Works with the tools you already use
We rarely ask you to start over. For social & marketing tech integration we commonly work with Meta Lead Ads, Google Ads, Mailchimp-class email tools, Canva, Google Analytics and Follow Up Boss, and we connect them to your CRM, calendar, email and signing tools so information moves on its own. If a tool does not fit your needs we explain why and offer alternatives, but we never push you toward something just because we resell it. We do not resell software.
Keeping client information safe
Every tool we set up for social & marketing tech integration 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.
How we measure success
Good tech has measurable results. For social & marketing tech integration we agree a few simple measures at the start, such as response time, completed automations, backup test results or the number of accounts protected. Target: every active ad and landing page delivering test leads to the CRM inside the first two weeks. We review those numbers with you during your quarterly check-in and adjust if your goals change.
Who Social & Marketing Tech Integration is for
Social & Marketing Tech Integration suits solo realtors, growing teams and small brokerages that want professional tech without hiring someone full time. It is especially useful for small brokerages, real estate teams and commercial brokers, 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.
Our simple method for social & marketing tech integration
We follow four steps: listen, plan, build and hand over. Listening means understanding your business, not selling a package. Planning produces a one-page scope with outcomes and exclusions. Building uses your real data and real examples, and handover means a recorded walkthrough and a checklist you can keep. Nothing is secret and you own every account we create. Target: every active ad and landing page delivering test leads to the CRM inside the first two weeks.
Quick answers
Do you resell software?
No. We are a consulting and support team, so recommendations follow your needs. You buy and own your own subscriptions and domains, and we manage them for you if you wish.
Is this suitable for teams as well as solo agents?
Yes. We deliver social & marketing tech integration for solo agents, teams and small brokerages, with role-based access and shared standards for groups.
How long does social & marketing tech integration take to set up?
Most agents are working with a first version within one to two weeks. Larger teams or more complex stacks can take longer, and we agree the timeline up front.
Who owns the accounts you set up?
You do. Domains, CRM accounts and cloud storage are created under your name or your business, and we document the logins in a password manager you control.
Do I have to switch tools?
Usually not. We build on what you already use where it makes sense, and recommend changes only when they save money, reduce risk or remove manual work.
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Ready for tech that just works?
Book a free 30-minute consultation. No forms, no pressure, and a fixed price before any work starts.