Take Control of your business

What is CRM Refresh?

At CRM Refresh we support the organization and optimization of your Compass CRM. From organizing your contacts into completely custom action plans that fit your unique business strategy, to creating beautiful custom marketing that defines your brand and even engaging your clients to ensure you’ll stay top of mind - CRM Refresh is the ultimate business partner.

Do you struggle with..

Tagging your clients

Completing Tasks

Action Plans

Bulk email

Grouping

Building your database

Data Entry

Strategic marketing

Likely to sell

Client follow up

Administrative support

You sell homes…we’ll handle the rest.

Helping someone find the right home is no easy task. Especially when you add hundreds of other tasks that your day to day demands. Here at CRM Refresh we’re delighted to support the growth of your business by organizing those tasks and helping you get back to what you do best…selling homes!

How it works

Either purchase your Refresh and strategy session or simply book time for a general consultation using the “Let’s chat” button and we look forward to discussing your unique business offering.
Over Google Meet you and your Refresher will highlight all of your outreach preferences and how you’d like to engage your top clients in the coming year.
Thats it! Before you know it your top clients will be tagged and organized into custom action plans that match your unique brand.

Which is better for you?

What agents are saying…

Ruth Reffkin

New York, NY

As a real estate professional, I know how crucial it is to have a clean, organized, and up-to-date CRM. That’s why I wholeheartedly recommend CRM Refresh! Their team is simply the best when it comes to organizing your Compass database. If you’re a Compass agent looking to optimize your workflow and maximize your business, this service is a game-changer.

— Ruth Reffkin

David Steinberg

Seal Beach CA

“CRM Refresh is the real deal and my secret weapon to staying connected to my sphere”

Stuart Crowell

Denver CO

I became a client of CRM Refresh shortly after joining Compass, looking for a partner to help me navigate and optimize the technology and tools available. From the start, I was impressed by their deep understanding of the platform, the valuable ideas they brought to the table, and their consistent follow-up on our goals. Our experience as clients was excellent, and now my entire team has a strong grasp of the Compass platform and how to maximize its potential.

— Stuart Crowell

Let’s refresh your business today!

Let's go!