CRM REFRESHBOOK A CALLFrom a one-time cleanup to fully managed marketing — pick the service that fits where your business is today.
Turn a messy Compass CRM into a database you can actually use.
Clean It brings structure and strategy to your CRM – organizing your contacts, cleaning up years of clutter, and putting the right systems in place so your database is easier to manage, easier to navigate, and ready to support your business.
✓ 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.
Keep your Compass CRM clean, organized, and working the way it should.
Keep It Clean provides ongoing maintenance after your cleanup, keeping new contacts organized, your database up to date, and your follow-up systems moving – so you can spend less time managing your CRM and more time focused 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 WAITLISTStay connected. Stay relevant. Stay top of mind.
Send It gives you a consistent, professional way to stay in touch with your database while you stay focused on your clients.
✓ 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 WAITLISTCombine services, pay upfront for the year, and save.
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 STARTEDOptional upgrades you can add to any Clean It package when checking out.
Get your Clean It Intake booked within the next week.
(Clean It Classic & Plus only)
Book additional sessions with our CRM Strategists for further review or training.
(Clean It Classic & Plus only)
We’ll pull the names from your Agent Network list for you, taking the manual work off your plate and giving you a ready-to-use list.
We fill in missing birthdays, emails, phone numbers and addresses from your phone contacts — never overwriting what's already there
A full month of on-brand posts — written, designed and in your voice — without you lifting a finger. You stay visible. We do the work.