CRM REFRESHBOOK A CALLWe help real estate agents get more from the Home Platform -
transforming your CRM with custom action plans and
done-for-you marketing.
A done-for-you solution, built only for CIH agents.
Helping someone find the right home is no easy task, especially with the hundreds of other tasks your day demands. We organize those tasks and get you back to what you do best: selling homes.
Consolidate data from multiple platforms into Home Platform, group and tag contacts for easy access, and reduce duplicates.
Leverage our design team for newsletters, likely-to-sell campaigns, mailers and more - sent consistently, every month.
Master the platform and ensure you and your team are using everything CIH has to offer.
"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."
"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 with reverse prospecting, birthdays and home sale anniversaries."
"Why weren't you here when I first joined Compass? They should have you meet with everybody. If I'd had three or four sessions with you from the get-go, I would have been set up so much better."
"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 timeline templates that actually align with how I work."
"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."
"These are exactly the kinds of things I want — bite-sized, not overwhelming. I'm good once I learn it. I really, really appreciate it."
CRM Refresh saves agents 100+ hours a year.
We handle the CRM upkeep so you don't have to. Think of us as the behind-the-scenes support your Compass CRM has been missing.
We do the heavy lifting so your CRM works for you, not against you.
Keep your CRM clean and your marketing running consistently...
without adding more to your plate.
✓ Duplicate Reduction ✓ Email Deliverability Scan ✓ Overdue Tasks Deleted ✓ Saved Filters ✓ Ungrouped Categorization + Complimentary Health Score
GET STARTED✓ Duplicate Reduction ✓ Email Deliverability Scan ✓ Overdue Tasks Deleted ✓ Saved Filters ✓ Ungrouped Categorization ✓ MLS Scrape + Past-Client log ✓ Pending Review Cleaned ✓ 3 Action Plans ✓ (2) working sessions
GET STARTED✓ Duplicate Reduction ✓ Email Deliverability Scan ✓ Overdue Tasks Deleted ✓ Saved Filters ✓ Ungrouped Categorization ✓ MLS Scrape + Past-Client log ✓ Pending Review Cleaned ✓ 3 Action Plans with Customized Greetings ✓ (2) Working Sessions ✓ (1) Strategy Session.
Pay in FullPay in InstallmentsClean It Classic for your team.
Each agent's database cleaned, organized, and standardized so the team runs on one system.
Our best per-agent rate for larger teams.
Each agent's database cleaned, organized, and standardized so the team runs on one system.
Ongoing maintenance after Clean It.
Now that your CRM is cleaned, let's keep it that way. We focus on the admin, so you can focus on your clients.
✓ New contact organization ✓ Duplicate Reduction ✓ Email Deliverability Scan ✓ Overdue Tasks Deleted ✓ Saved Filters ✓ Ungrouped Categorization ✓ Pending Review Cleaned ✓ Business Tracker and past-client updates ✓ Custom Action Plans ✓ Action plan enrollment ✓ Comprehensive Reports & CRM Health Scores ✓ Optional Monthly Strategy Session
GET STARTED✓ Everything in KIC Basic + 50 Likely-to-Sell leads per month + Preferred pricing on add-ons
JOIN THE WAITLIST✓ Custom newsletter ✓ 2 email drip campaigns
GET STARTED✓ Custom newsletter ✓ 1 mailer campaign strategy & design ✓ 2 email drip campaigns ✓ 1 retargeting campaign ✓ Monthly strategy session
GET STARTEDOur full done-for-you growth engine — currently at capacity: ✓ Custom newsletter ✓ Weekly strategy session ✓ 2 mailer campaign strategies & design ✓ 4 email drip campaigns
JOIN THE WAITLISTA full month of on-brand posts — written, designed and in your voice — without you lifting a finger. You stay visible. We do the work. Pricing is scoped on your call.
Pay for a full year of maintenance and we'll clean up your CRM for free.
GET STARTEDA full cleanup, year-round maintenance, and your branded newsletter with drip campaigns sent every month.
GET STARTED