CRM REFRESH

CRM REFRESH
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Trusted by 200+ compass agents

Your CRM Is A Goldmine.

Let's Tap Into It

At CRM Refresh we help Compass agents get more from their Compass platform. We transform your Compass CRM with custom action plans and marketing.

A Done for you Solution Only For Compass Agents

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

BOOK YOUR FREE CRM AUDIT

Leading Industry Experts Rely On 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

New York, NY

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

Denver, CO

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

David Steinberg

Seal Beach, CA

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

Carrie Prickett

United States

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

Eric Layne

United States

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

Jeannie Bankins

United States

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

Mark Peterson

United States

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

Kendall Hood

United States

Stephen’s patience and guidance were invaluable as he helped us organize 23,000 contacts into a fully tagged and grouped Compass database. He's also been instrumental in helping us with reverse prospecting, as well as tracking birthdays and home sale anniversaries - both of which have been extremely valuable

Nancy Batchelor

United States

The CRM Refresh was a game-changer for me. It gave me the clarity and structure I needed to confidently set up action plans and build timeline templates that actually align with how I work. Having those tools in place has made it so much easier to stay consistent with follow-ups and keep every client moving forward. I highly recommend it to any agent who wants to get more organized and stay ahead.

Nadine Lutz

United States

How Can A CRM Refresh Help Your Business

Organize your data

Consolidate your data from multiple platforms into Compass CRM, group and tag your contacts for easy access and remove unnecessary duplicates.

Put your marketing on autopilot

Leverage our design team for your newsletters, likely to sell campaigns, mailers and more.

Optimize your business

Master the platform and ensure you and your team are using all that Compass has to offer.

Stop wasting time and money trying to figure this out on your own

CRM Refresh will save you over 100 hours per year – What is an hour of your time worth?

  • Unorganized contacts & no automation
  • Turned you into a bricklayer, laying each contact by hand.

Turn your Compass CRM into the best Operations Director you’ve ever had

Streamline your business practices through Compass CRM. We help you organize contacts, automate follow-ups, and turn prospects into lifelong clients. We do the heavy lifting so your CRM works for you, not against you.

Our Pricing Plans & Bundles

Check out our A La Carte offerings. If you are looking to maximize value and need consistent growth support, switch tabs to see our value bundles.

Clean It

A complete overhaul of your CRM in just a few days.

$1,250

initial clean up
  • Organize and consolidate your data
  • Group and tag your clients
  • Create custom action plans
  • Optimize your timeline templates
  • Add Saved Filters
  • Remove Duplicates
  • Access to our tutorial library

Learn It

Comprehensive best practices training for you and your team.

$2500

full training
  • Everything you get from clean it.

Plus

  • 6x refresh sessions with our team
  • Acess to our tutorial library
  • Self-guided course access
*Monthly bundles are only available once you have completed clean it or learn it.

Keep It Clean - 6 months.

We keep your CRM clean and organized. This is ideal to keep your CRM efficient.

$100

per month
  • All the continued benefits from clean it
  • Grouping
  • Tagging
  • Action plans
  • Timeline and templates
  • Mailing lists

Send It - 6 months

Experience the true power of marketing campaigns, all managed for you.

$400

per month
  • Custom newsletter
  • Likely to sell campaign
  • Reverse prospecting
  • Holiday marketing
  • Event marketing
  • And much more…

Clean It + KIC

Combine clean it and keep it clean (6 mos)
1500 $ one time payment
  • Initial clean up
  • Keep it clean service for 6 months
GET STARTED
SAVE $350

Clean it + Send It

Combine clean and send it (6 mos)
2700 $ one time payment
  • Everything you get from clean it
  • Send it service for 6 months
GET STARTED
SAVE $400

Learn It + KIC

Combine learn it and keep it clean (6 mos)
2700 $ one time payment
  • Full learn it course access
  • Keep it clean service for 6 months
GET STARTED
SAVE $350

Learn It + Send It

Combine learn it and send it (6 mos)
4100 $ one time payment
  • Full learn it course access
  • Send it service for 6 months
GET STARTED
SAVE $400

PRO BUNDLE

Learn it + keep it clean + send it (6mos)
4900 $ one time payment
  • Full learn it course access
  • Keep it clean & send it for 6 months
GET STARTED
FREE KIC $600

Want Consistent Help With Your Marketing?

Become a Send it client and experience the true power of marketing campaigns, all managed for you. We take everything off your plate. Access a dedicated marketing team, ready to support you.

  • Custom newsletter
  • Likely to sell campaign
  • Reverse prospecting
  • Holiday marketing
  • Event marketing
  • And much more…
GET STARTED - $400/month
Trusted by more than 200 businesses around the US

As A Starter, Access Our Free Compass CRM Guide. It Include Step-By-Step Tutorials To Help You Get Off The Ground

With our CRM Strategy, you’ll supercharge your productivity and increase your referral business a minimum of 20% YoY

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Address:

425 30th St #17, Newport Beach, CA 92660

Contact:

(646) 761-3592

Stephen@crmrefresh.org
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