About - CRM Refresh

CRM REFRESH

Built To Let You Focus On What Matters The Most Selling Homes

CRM Refresh was founded on a core principle: helping brokerages and real estate agents reclaim their time by eliminating daily administrative tasks. Over time, these tasks can pile up, leading to unnecessary stress.

Our Team

Are menial tasks holding you back from focusing on your clients? At CRM Refresh, our team has got your back with everything from Compass CRM management to custom newsletters and email marketing.

As one of Compass’s early members, Stephen has a deep understanding of the real estate market and its challenges. He witnessed firsthand how administrative tasks can hinder efficiency, leading to poor financial performance. To solve this, he founded CRM Refresh, providing businesses with the support they need to operate seamlessly.

Why Partner With CRM Refresh?

Expertise in Compass CRM

Our team has in-depth knowledge and experience with the Compass platform, enabling us to provide tailored solutions that meet your unique needs.

Proven Results

Trusted by over 200 Compass agents, our services have transformed CRMs into powerful tools that drive business success.

Comprehensive Support

From data organization to customized action plans, we offer a range of services designed to optimize your CRM and marketing efforts.

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

Plus

*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

Send It - 6 months

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

$600

per month

1500 $ one time payment

Initial clean up
Keep it clean service for 6 months

SAVE $350

2700 $ one time payment

Full learn it course access
Keep it clean service for 6 months

SAVE $400

4000 $ one time payment

Everything you get from clean it
Send it service for 6 months

SAVE $850

4100 $ one time payment

Full learn it course access
Send it service for 6 months

SAVE $800

4900 $ one time payment

Full learn it course access
Keep it clean & send it for 6 months

KIC FOR FREE

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.

GET STARTED - $600/month

Stephen@crmrefresh.org

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