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Customer Relationship Management (CRM)

"Enhance your business relationships with our efficient CRM solutions designed to drive optimal success. Our platform streamlines communication and organization, ensuring you can focus on what truly matters—building strong connections with your clients."

Packages based on desired level of sophistication.

Paper Fan

1

Tier 1

Launch Your Automated Leads for $699. Sustain Your Growth with Expert Monthly Strategy.

  • 2 personalized inbound lead campaign workflows

  • Create matching tags, segments and triggers for included campaign workflows

  • Personalized Email Signature

  • Monthly maintenance fee: Starting at $199

Add Ons: $120 Per Multi-step Campaign $49 Per 1-step email campaign $210(starting) Database Integration $299(starting) Data cleaning

2

Tier 2

Advanced CRM Power-Up: Launch 8 Campaigns for $999. Optimized Daily with Tier 2 Strategy & Analytics.

  • 4 personalized inbound lead campaign workflows

  • 4 additional multistep automated campaign workflows

  • Clean any current unnecessary Data

  • Personalized Email Signature

  • Tags, segments, and pipeline funneling

  • Create matching tags, segments and triggers for included campaign workflows

Add Ons: $75 Per multi-step campaign $30 Per 1-step email lead segment campaign $199 Integrate Database to CRM.

3

Tier 3

Advanced CRM Power-Up: Launch 8 Campaigns for $999. Optimized Daily with Tier 2 Strategy & Analytics.

  • Revamp and cleanse entire CRM structure

  • Fully automated crm engineering with personalized content

  • Integrate multiple Databases to your CRM (2 additional database tie-ins)

  • Team level crm engineering (Max 4 team members)

  • Add our professional touch: news letter campaign, request reviews campaign, lead birthday campaign, request refferal campaign, lead activity campaign.

  • Monthly Maintenance Fee: Starting at $1,000

  • Unlimited CRM strategy consultants(account holder)

  • 1 CRM strategy consultation per team member(if applicable)

  • Includes 1 multi-step campaign request per month

  • Includes 1-step email campaign request (3 per month)

  • CRM analytic reporting

Add Ons: $60 Per multi-step campaign $20 Per 1-step email lead segment campaign

Paper Fan

CRM Coaching & Consulting

CRM Coaching & Consulting services are a strategic imperative for scalable business growth, directly optimizing sales pipelines and client relationships. Professional guidance ensures maximum ROI from technology investments, streamlines complex operational workflows, and empowers teams with tailored strategies, leading to superior data utilization and predictable revenue increases.

1

Tier 1

Learn Essential CRM Foundation & Efficiency

  • Setup & Hygiene: Core platform configuration and data integrity.

  • Core Automation: Entry-level workflow and segment creation.

  • Basic Content: Fundamentals of effective content.

  • Lead Capture: Ensuring no leads are missed.

  • $399 Per Course

  • Course:

    • 4 Sessions over 4 weeks

2

Tier 2

Learn CRM Strategy & Optimization

  • Data Integration: Connecting core business tools.

  • Advanced Campaigns: Strategic automation and engagement.

  • Response Maximization: Techniques to improve engagement rates.

  • KPI Reporting: Data clarity and performance analysis.

  • $599 Per Course

  • Course:

    • 8 Sessions over 4 weeks​

3

Tier 3

CRM Mastery & Data Engineering

  • Enterprise Data Engineering: Complex, multi-system data flow.

  • Predictive Automation: Future-proofing and sophisticated workflows.

  • Full Funnel Optimization: Comprehensive strategic implementation.

  • Risk & Scalability: Ensuring growth is sustainable and secure.

  • $899 Per Course

  • Course:

    • 16 Sessions over 8 weeks​

Important Package Details & Discounts

  • Each Tier’s price is with respect to 1 seat.

  • Discounts for added seats:

    • 2 or 3 seats,15% off total

    • 4-6 seats, 25% off total

    • 7-10 seats, 40% off total

    • 11+ seats, 50% off total

Why do I need CRM?

Learn how CRM can give you an edge in your market.

House Hunt
Real Estate

CRM centralizes all lead data, automates sales workflows, tracks client interactions, and manages deal pipelines end-to-end. It is the foundational technology for scaling agent productivity and maximizing conversion rates.

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