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!
Leading Industry Experts Rely On CRM Refresh
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.
Our Pricing Plans & Bundles
Clean It
Clean It helps Compass agents gain back control of their messy or chaotic Compass CRM through a comprehensive “clean up”. We will clean, organize, tag, and group your entire database, as well as test for email deliverability and past client data logging. We bring structure and consistency to your contacts so that your CRM works for you.
What’s Included:
- 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
"I love the cleaned up version of the Action Plans. It's just simple. There are just a couple of options and it makes me feel freer, which is good!"
Maryanne Elsaesser
"This has been an absolutely amazing experience. I have told everyone about this. I had no idea what to expect. You guys far exceeded my expectations. When I've done stuff like this in the past, it puts all the work onto my plate and I'd given up.
I cannot shout from the rooftops enough what you've done. You've given me the confidence to move forward and actually start working my database. I'll tell you, this has absolutely exceeded my expectations."
Lynda Gann
Send It
SendIt is a marketing partnership for busy Compass agents who want consistent visibility and real strategy behind it.
We handle the execution.
You focus on clients and closings.
"I had not sent out a newsletter in over 2 years and because of the first one CRM Refresh sent out, I've reengaged a client that has just turned into a listing and a buyer from my newsletter."
Cody Julian
"I had lost contact with the people in my database, but within one month of Send It someone contacted me from my marketing emails and they are going to sell their home with me."
Rafael Jose
Send It - Core
Everything in Core, with powerful action plans added to your arsenal.
$300
/mo
Monthly | 6-Month Minimum
+ $500
One-Time Setup Fee
What’s Included:
- (1) Monthly Newsletter
- Newsletter Analytics Review
- CRM Opportunity Identification
Send It - Plus
Everything in Core, with powerful action plans added to your arsenal.
$600
/mo
Monthly | 6-Month Minimum
+ $500
One-Time Setup Fee
What’s Included:
- Everything from Core
- 1:1 Strategy & Performance Sessions
- Likely to Sell Action Plan
- Make Me Sell Action Plan
Send It - Growth
Everything in Plus — with real leads added to the mix every single month.
$1,000
/mo
Monthly | or $12,000/year (save $500)
🛡️ Money-Back Guarantee
Pay $12,000 upfront for the year and we stand behind our work. If we don’t generate you more than $12,000 in value that year, we’ll refund every dollar.
What’s Included:
- Everything Core + Plus
- 50 Targeted Leads Per Month
Our Bundles
The ultimate bundles to keep your CRM clean, keep you up to date on new features, and keep your marketing running consistently — without adding more to your plate.
"The time I've spent with CRM Refresh has been the most productive use of my time since...ever! Thank you so much!"
Neil Hediger
Clean It + Send It
The starter bundle to clean your CRM and start your consistent marketing running — without adding more to your plate.
$3000
one time payment
- Everything in Clean It
- Everything in Send It Core for 6 Months
Clean It + Keep It Clean + Send It
The ultimate bundle to keep your CRM clean, keep you up to date on new features, and keep your marketing running consistently — without adding more to your plate.
$700
monthly payments
- Everything in Clean It
- Everything in Keep It Clean
- Everything in Send It Core for 6 Months
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. Learn more by clicking here.
- Monthly Newsletter
- Likely to Sell Campaign
- Make me Sell Campaign
- Reverse Prospecting
- Insight Reports
- Compass One Invites
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
Lorem Ipsum is simply dummy text of the printing and typesetting industry. Lorem Ipsum has been the industry’s standard dummy text ever since the 1500s, when an unknown printer took a galley.
Compass agents refreshed
Hours saved
Years of experience
425 30th St #17, Newport Beach, CA 92660
(949) 691-3791
Legal
© 2025 CRM Refresh. All rights reserved.