CRM Strategy and Implementation

Your CRM should support your team, not slow them down. We design and implement systems tailored to the builder sales cycle, from online lead capture to contract.

What’s Included

• CRM setup and customization for builder workflows
• Pipeline architecture for OSCs and onsite teams
• Data structure and field design
• Lead routing and automation
• Integrations with website forms, NewHomeSource, ERPs, and call tracking
• Migrations from Lasso, Salesforce, Follow Up Boss, or existing systems
crm strategy and implementation-1

The Outcome

A clean, connected CRM that gives your teams clarity, improves follow-up, and supports scalable sales operations across every community.

Other services

  • Sales Enablement
    Sales Enablement

    Build consistent sales systems that increase conversions

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  • Marketing Operations
    Marketing Operations

    Smarter marketing systems without extra complexity

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  • Analytics and Reporting-1
    Analytics and Reporting

    Clear reporting that helps you make better decisions

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  • Training and Coaching
    Training and Coaching

    Equip your teams with the tools and confidence they need

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  • Fractional Consulting
    Fractional Consulting

    Ongoing expertise to keep your CRM, data, and teams aligned

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