CRM Support Services
Who it’s for: Agents who
- Need to update their CRMs
- have duplicates, missing info, or lost information
- Want a system they can use effectively
- Need instant relief without ongoing commitments
Your CRM Should work for you, not against you!
What is Included
What is Included
What is Included
- Duplicate contact removal
- Update and verify client information
- Tagging and segmentation for leads and clients
- Pipeline organization and cleanup
- Setup of basic templates and reminders for follow-ups
- Recommendations for optimizing future CRM use
Benefits
What is Included
What is Included
- Instant clarity in your CRM
- Reduce lost leads and missed follow-ups
- Save hours of manual work
- Gain a system you can use immediately to grow your business
- Feel confident your contacts are accurate and actionable
Our Process
What is Included
Our Process
- You provide secure access to your CRM
- We perform a full cleanup and optimization
- Review with you any recommendations or best practices
