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
What's included:
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.
- 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
"It's worth its weight in gold already."
Nelson Taylor
What's included:
- Everything you get from clean it.
- 6x refresh sessions with our team
- Acess to our tutorial library
- Self-guided course access
This has been so much more helpful than the Compass training.
Thomas Hollingsworth
I've been using CRM Refresh, and it's done an amazing amount for my business. They’ve really transformed my free time and my work time by taking all the tasks that we should be doing as realtors and handing it off to those who do it best. Highly recommend the CRM Refresh team. It'll completely transform the way you do business and give you more time back in your life.
Eric Layne
*Monthly bundles are only available once you have completed clean it or learn it. Minimum contract duration – 6 months.
What's included:
Send It 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.
- A Fully Customized Monthly Newsletter
- Branded to you, written for your audience, and with content that adds value while highlighting your listings — completely managed and sent through your Compass CRM.
- Monthly 1:1 Strategy & Performance Session
- We review your newsletter analytics, identify what’s working, and uncover opportunities inside your CRM. You’ll leave with clear marketing ideas and practical sales strategies designed to increase conversations and potential transactions.
"I had not sent out a newletter 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 SendIt someone contacted me from my marketing emails and they are going to sell their home with me."
Rafael Jose
*All Bundles are for Individuals – for teams inquire at info@crmrefresh.org
Clean it + Send It
Combine Clean It and Send It (6 mos)-
Everything you get from clean it
-
Send it service for 6 months
Clean It + Keep It Clean + Send It
Combine Clean It, Keep It Clean, & Send It-
Everything in Clean It
-
Everything in Keep It Clean
-
Everything in Send It
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