Grow Smarter

Tailored CRM and automation solutions for every stage of your business journey.

Level 1 — Entry (Solo agent / brand-new team) ($500) Monthly

CRM foundation
- Contact database + tags (Buyer/Seller/Investor)
- Custom fields (price range, timeline, neighborhoods)
- Deal stages: New Lead → Contacted → Appointment → Under Contract → Closed
Lead capture
- Web forms + simple landing page form
- Manual import (CSV) + duplicate detection
Sales automation (basic)
- 2 automated sequences (New Lead + Open House Follow-up)
- Auto task reminders (call/text within X minutes)
Email marketing (basic)
- Newsletter template + 1 broadcast/month
- Simple segmentation (buyers vs sellers)
Analytics (basic)
- Dashboard: new leads, contacted %, appointments set, pipeline value
Support
- Quick-start checklist + 1 onboarding call

Deliverables - Ready-to-run CRM + 2 automations + 1 dashboard

Level 2 — Starter (Solo agent with lead flow OR 2–3 person team)Improve conversion with speed-to-lead + smarter nurturing ($1000) monthly

Lead routing & speed-to-lead
- Instant auto-response email (lead confirmation + next steps)
- SLA timers (e.g., contact within 5 min)
Sales automation (advanced)
- 5–7 nurture sequences:
  - New buyer lead (7–14 days)
  - New seller lead
  - Cold lead reactivation
  - Appointment confirmation
  - Missed call follow-up
- “If/Then” branching based on behavior (opened/clicked/replied)
Email marketing (stronger)
- Weekly market update automation
- Listing alerts email workflow (manual or dynamic)
Analytics (conversion)
- Funnel report: Lead → Contact → Appointment → Close
- Lead source tracking (referral, open house, portal, PPC)
Templates
- Proven scripts + email/SMS templates library

Deliverables - (5–7) automations + conversion dashboard + lead source reporting

Level 3 — Growth Team (4–15 agents + ISA/assistant)

Typical budget: $1500–$3,500/month (not counting ad spend)
Core promise: accountability + consistent pipeline flow across the team

Team CRM controls
- Role permissions (Owner/ISA/Agent/Admin)
- Round robin lead distribution + rules (zip, price, type)
Sales automation (team workflows)
- ISA pipeline: New lead → qualify → assign → appointment set
- Automated task bundles per stage (call/text/email + follow-up cadence)
Communication automation
- Automated texting + voicemail drops (optional)
- Appointment reminders + reschedule links
Email marketing (team-ready)
- Shared templates + brand controls
- Agent personalization tokens (name, office, phone)
Analytics (team performance)
- Speed-to-lead leaderboard
- Attempts/contact rate per agent
- Appointments set by source + agent
Coaching tools
- Weekly performance report auto-sent to team lead

Deliverables - Team routing + ISA workflow + agent scorecards

Level 4 — Brokerage / Multi-team (15–100+ users, multiple offices)

Typical budget: $3,500–$15,000/month (software) + onboarding/setup fees are common

Elite Brokerage — “Broker Growth + Compliance Suite”

Best for: brokerages (15–100+ users), multiple teams/offices
Core promise: scale lead handling, visibility, and compliance across the brokerage

Multi-office structure
- Offices/teams segmentation + reporting hierarchy
- Lead ownership rules & transfer rules
Compliance & governance
- Template approvals + locked disclaimers
- Audit logs (who changed what, when)
- Data retention + permission controls
Advanced automation
- Lifecycle journeys:
  - New lead → nurture → appointment → closing → post-close referrals
- Reassignment automation if SLA missed
Email marketing (broker level)
- Multi-brand template sets (luxury, investors, renters)
- Quarterly campaigns calendar + prebuilt sequences
Analytics (broker dashboards)
- Office/team performance comparisons
- Cost per lead/appointment/close (if ad spend is tracked)
- Forecasting pipeline (next 30/60/90)
Enablement
- Team onboarding kits + training playbooks

Deliverables - Brokerage structure + compliance controls + exec dashboards

Level 5 — Enterprise (Regional/national brokerage, franchises, heavy PPC, dedicated ops)

Typical budget: $15,000–$75,000+/month (software + data work), depending on scale

Custom integrations

Two-way sync with dialers, portals, ad platforms
API access + web hooks

Data intelligence
- Clean attribution model (first touch/last touch/multi-touch)
- Cohort analysis (how long to close by source)
Automation across departments
- Agent ↔ ISA ↔ Transaction coordinator workflows
- Post-close: review requests, referral campaigns, anniversary touches
Advanced analytics
- Data warehouse connection (optional)
- Executive KPIs + forecasting by region/team
Security & admin
- SSO (Okta/Google), SCIM provisioning (optional)
- Dedicated account manager + quarterly business reviews
Custom build
- Custom dashboards + custom automations + custom permissions