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
"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
"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
Keep It Clean
$300
- New Contact Organization
- Business Tracker and Past Client Address Updates
- Duplicate Reduction
- Ungrouped/Grouped Contacts Maintenance
- Action Plan Enrollment
"You have no idea how much I appreciate your time. Your skill set with people like me is so so so, so valuable. You take something so complicated for us and just make it so much simpler. You brought me such relief. This is going to make make my life so much easier."
Rafael Jose
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
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
- 1:1 Strategy & Performance Sessions
- 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.
"I have had the tremendous fortune of working with CRM Refresh on multiple projects. I can state with every confidence that their team creates order out of chaos. I'm not exactly sure how to describe what CRM Refresh does other than to call it something just short of a miracle. When you don't know exactly what you need but suddenly that need is identified and taken care of, that's the critical differentiator. I am someone who knows what needs to be done but has no idea how to do it, and once I find the right resource, I can fly. The ability to leverage my platform is going to be exponential."
Cheryl Miller
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
Keep It Clean + Send It Plus
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.
Must be combined with or follow after Clean It.
$700
monthly payments
- Everything in Keep It Clean
- Everything in Send It Plus for 6 Months
Keep It Clean
+ FREE Clean It
Pay for a full year of maintenance – and we’ll clean up your CRM for free.
$3000
Paid Upfront | Full Year
What’s Included:
- Everything in Clean It
- 12 Months of Keep It Clean
- CRM Maintenance
- Action Plan Enrolment
- Duplicate Reduction
Keep It Clean + Send It Core
Maintain your database and send a branded newsletter every month – no setup fee.
$6000
Paid Upfront | Full Year
What’s Included:
- 12 months of Keep It Clean
- Setup Fee Waived ($500 Savings)
- (1) Branded Monthly Newsletter
- 1:1 Strategy & Performance Sessions
- Newsletter Analytics Review
- CRM Opportunity Identification
Keep It Clean
+ Send It Plus
Our most powerful annual bundle – full marketing suite with targeted action plans, no setup fee.
$9,000
/yr
Paid Upfront | Full Year
What’s Included:
- 12 months of Keep It Clean
- Setup Fee Waived ($500 Savings)
- (1) Branded Monthly Newsletter
- 1:1 Strategy & Performance Sessions
- Likely to Sell Action Plan
- Make Me Sell Action Plan
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
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