If you don’t have or are unhappy with your current CRM provider, we help choose the right CRM for your business needs and level of tech requirements.

We do not profit directly or indirectly from any CRM company, we simply offer our insight based on our experience working with these systems for over two decades.

If you are changing CRMs, we migrate your existing contacts and leads, ensuring all data is properly organized 

We import our prospecting, transaction management, and client touchpoint workflows into your CRM and customize the branding

1. Prospecting Workflow: Streamline your lead management process with a customized sequence designed to nurture prospects from initial contact to conversion

2. Listing & Transaction Management: Keep every listing and transaction on track with automated workflows that handle reminders, tasks, and
   communications

3. Annual Touch Plan: Maintain ongoing client engagement with a detailed yearly plan for follow-ups, gifting, client check-ins, and event invitations to ensure you're always top-of-mind

4. Client Birthday & Purchase Anniversary Workflows: Your clients will always know they’re top of mind with automated reminders ensuring you never miss an important touchpoint

We integrate our custom email content, which work alongside the automations to ensure you never miss a touchpoint again

All of our automations built to fit actual Realtor processes in Ontario, Canada. Client communications are customized to ensure clients know its coming from you and not a robot.

We provide training to ensure you are comfortable using your CRM and all of your new Realtor-Sync automations. We also show you how to edit content, should you want to make updates in the future to processes or communications. Our goal is to eliminate the dread and confusion of using your CRM and empower you with the tools to excel effortlessly.