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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


  1. You provide secure access to your CRM
  2. We perform a full cleanup and optimization
  3. Review with you any recommendations or best practices

CRM Support Services

CRM Support Services

A professional, one-time service to clean, organize, and optimize your CRM so it works for you—not against you!

Small CRM

$199

Contacts: Up to 500
Includes:

  • Duplicate contact removal
  • Update and verify client info
  • Basic tagging & segmentation setup
  • Pipeline organization
  • Setup of basic follow-up templates
    Turnaround: 1–2 business days

Medium CRM

$249

Contacts: 501–1,000
Includes everything in Tier 1, plus:

  • More advanced tagging & segmentation
  • Priority pipeline cleanup & optimization
  • Review of CRM automation setup (reminders, follow-ups)
    Turnaround: 2–3 business days

Large CRM

$349

Contacts: 1,001–2,000
Includes everything in Tier 2, plus:

  • Full audit of CRM organization and processes
  • Recommendations for automation improvements
  • Optional post-cleanup strategy notes (1–2 pages)
    Turnaround: 3–5 business days

Click Below to Book CRM Support Services

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CRM Support Services

Built with purpose, designed for your dreams—

Crystal creates landing pages that work as hard as you do.

CRM Support Service

38032 Postal Drive, Unit 2341, Zephyrhills, Florida 33539, United States

Crystal Boswell Independent Contractor 1099k 813.727.0115 crystal@crystalboswell.com

Hours

Mon

09:00 am – 08:00 pm

Tue

09:00 am – 08:00 pm

Wed

09:00 am – 08:00 pm

Thu

09:00 am – 08:00 pm

Fri

09:00 am – 08:00 pm

Sat

09:00 am – 08:00 pm

Sun

09:00 am – 08:00 pm

Payments Accepted

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