Harness Technology and Maximize Efficiency
Time-Saving Solutions For
Customized CRM Success
In an industry where every minute counts, organization is key to success. With years of CRM expertise, I offer personalized consulting services to maximize your efficiency and streamline your workflow.
Whether you're a seasoned agent or new to the field, I'll guide you in selecting and customizing the right CRM platform for your business. Say goodbye to scattered spreadsheets and missed opportunities - with my guidance, you'll centralize your data, automate processes, and achieve custom results that drive growth.
CRM Packages
Basic Individual Setup
Ideal for agents with 100 leads or less.
Uploading and organizing all leads into your CRM
Creating your preferred sales process and pipeline and organizing your leads into your pipeline
I will create up to 15 custom fields to fit your data needs.
Calendar availability and appointment scheduling set up.
Training on how to use the CRM and video training included.
Advanced Individual Setup
Ideal for agents with 100+ leads.
Includes everything from the basic package plus…
Lead nurturing emails such as automated emails when a lead is added to your CRM
3 Custom Reports and dashboard creation
Implement automated email templates so you can easily send emails with a click of a button with merge fields.
Integration with your preferred calendar for appointments set.
Services