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
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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.
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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.
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Thats it! Before you know it your top clients will be tagged and organized into custom action plans that match your unique brand.
Refresh Gold
$2700
Which is better for you?
Refresh Silver
$1250
Refresh Platinum
$4800
Click the link to book a complimentary strategy session
What agents are saying…
Amy Lutz
Maplewood NJ
“I was amazed at how quickly CRM Refresh was able to get my top clients organized and in action plans that I knew I could consistently follow.”
David Steinberg
Seal Beach CA
“CRM Refresh is the real deal and my secret weapon to staying connected to my sphere”
Diane Cannon
Laguna Beach CA
“Transitioning brokerages was a big transition for me and frankly I wish I’d had CRM Refresh when I did.”