Full CRM services

An office CRM: a full view for leadership, simple follow-up for agents

An office CRM that gives leadership the full picture and each agent simple follow-up.

Schedule a meeting with leadership Free audit

Empty conference room with a large screen and rows of tables.

Setup

Office structure, teams, follow-up stages, role-based access.

Migration

Consolidation of existing databases, deduplication, documented consent.

Automation

Acknowledgements, response reminders, sequences allowed by consent.

Routing

Distribution rules set by leadership, automatic reassignment when no one responds.

Reporting

Consolidated dashboards for leadership: inquiries, response times, appointments, by agent and source.

Frequently asked questions

Which software do you use?

The tool selected in the engagement, based on the office structure.

Go further

Tell us where you stand

Short form. We reply by email or phone.

Phone: 819-201-9042
Email: info@roymarketing.ca

First name

Last name

Email (optional)

Phone (optional)

Provide at least an email or a phone number.

Your role

Brokerage or office name

Number of agents (optional)

Territory or market

Service needed

Why we collect thisYour information is used only to answer your request and schedule a conversation. It is never sold or shared with third parties for prospecting. Person in charge of personal information protection: Alexandre Roy, info@roymarketing.ca.

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