Technology Services · AI & CRM · For Agents & Teams
CRM Strategies for Real Estate Agents
$1,997 · strategy project
A CRM strategy project for agents and teams: pipeline stages, tags, fields, lead routing and daily routines designed so your CRM reflects your real business and your team actually uses it.
What’s included
- Pipeline stages for buyers, sellers, investors and past clients
- Tag, field and source structure with naming rules
- Lead routing and assignment rules for teams
- Daily and weekly CRM routines for agents and admins
- Data cleanup plan for duplicates and old contacts
How it works
- Review of your current CRM and how your team uses it
- Strategy document and structure for approval
- Setup changes applied in your CRM (or handed to your admin)
- Team training and handoff
Apply for CRM Strategies
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Flat-fee marketing and technology consulting services for real estate agents, teams and brokerages. Every engagement starts with an application and a scoping call; final scope and price are confirmed in writing before work begins. Real Estate Agent Pro Suite is not a licensed brokerage, does not represent buyers or sellers, and receives no per-transaction compensation. Follow your brokerage’s policies and all TCPA/DNC, fair housing and advertising rules in every campaign. Not legal or brokerage advice. No specific results are promised.