A Done for you Solution Only For Compass Agents
Helping someone find the right home is no easy task. Especially when you add hundreds of other tasks that your day to day demands. We support your growth by organizing those tasks and helping you get back to what you do best…selling homes!
Leading Industry Experts Rely On CRM Refresh
How Can A CRM Refresh Help Your Business
Organize your data
Consolidate your data from multiple platforms into Compass CRM, group and tag your contacts for easy access and remove unnecessary duplicates.
Put your marketing on autopilot
Leverage our design team for your newsletters, likely to sell campaigns, mailers and more.
Optimize your business
Master the platform and ensure you and your team are using all that Compass has to offer.
Our Pricing Plans & Bundles
Clean It
A complete overhaul of your CRM in just a few days.
$1,250
- 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
Keep It Clean - 6 months
We keep your CRM clean and organized. This is ideal to keep your CRM efficient.
$100
- Everything from clean it
- Grouping
- Tagging
- Action plans
- Timeline and templates
- Mailing lists
Clean It + KIC
Combine clean it and keep it clean (6 mos)-
Initial clean up
-
Keep it clean service for 6 months
Learn It + KIC
Combine learn it and keep it clean (6 mos)-
Full learn it course access
-
Keep it clean service for 6 months
Clean it + Send It
Combine clean and send it (6 mos)-
Everything you get from clean it
-
Send it service for 6 months
Learn It + Send It
Combine learn it and send it (6 mos)-
Full learn it course access
-
Send it service for 6 months
PRO BUNDLE
Learn it + keep it clean + send it (6mos)-
Full learn it course access
-
Keep it clean & send it for 6 months
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
"This has been an absolutely amazing experience. I have told everyone about this. I had no idea what to expect. You guys far exceeded my expectations. When I've done stuff like this in the past, it puts all the work onto my plate and I'd given up.
I cannot shout from the rooftops enough what you've done. You've given me the confidence to move forward and actually start working my database. I'll tell you, this has absolutely exceeded my expectations."
Lynda Gann
What's included:
Learn It helps Compass agents confidently master the Compass CRM through coaching/training sessions tailored to their learning style. We’ll guide you through daily CRM use, adopting best practices, leveraging action plans & timeline templates, and moving forward with a clear, strategic approach.
- Everything you get from clean it.
- 4x refresh sessions with our team
- Acess to our tutorial library
- Self-guided course access
"The time I've spent with CRM Refresh has been the most productive use of my time since...ever! Thank you so much!"
Neil Hediger
"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:
- Monthly Newsletter
- Likely to Sell Campaign
- Make me Sell Campaign
- Reverse Prospecting
- Insight Reports
- Compass One Invites
"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
"SendIt has been great. I'm so pleased with the advice they give me of how to turn my marketing into sales. It makes my day!"
Judy Parsons
*All Bundles are for Individuals – for teams inquire at info@crmrefresh.org
Clean it + Send It
Combine clean and send it (6 mos)-
Everything you get from clean it
-
Send it service for 6 months
Learn It + Send It
Combine learn it and send it (6 mos)-
Full learn it course access
-
Send it service for 6 months
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
As A Starter, Access Our Free Compass CRM Guide. It Include Step-By-Step Tutorials To Help You Get Off The Ground
With our CRM Strategy, you’ll supercharge your productivity and increase your referral business a minimum of 20% YoY
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