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:
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.
- 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
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Send it service for 6 months
Clean It + Keep it Clean + Send It
Combine Clean It, Keep It Clean, & Send It-
Everything from Clean It
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Everything from Keep It Clean
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Everything from Send It
Quickly get your CRM into working order with Clean It
Helping someone find the right home is no easy task. Especially when you add hundreds of other tasks that your day to day demands. Here at CRM Refresh we’re delighted to support the growth of your business by organizing those tasks and helping you get back to what you do best – selling homes!
Want Consistent Help With Your Marketing? Send It
Ensure You & Your Team Adopt CRM Learn It
