CRM cleanup
Duplicate leads merged, missing fields filled, stale records archived.
Real estate CRM management outsourcing — CRM cleanup, lead data management, drip campaigns, pipeline hygiene and reporting — with specialists trained on your CRM.
Real estate CRMs decay fast — duplicate leads, missing phone numbers, stale stages, drip campaigns that stopped working months ago. When agents don't trust the data, they stop using the CRM and revenue leaks silently.
Opervics runs CRM management as a managed function — CRM cleanup, lead data management, drip campaigns, pipeline hygiene and reporting — with specialists who work in real estate CRMs daily.
Duplicate leads merged, missing fields filled, stale records archived.
New leads imported, tagged and assigned per your rules.
Follow-up sequences kept active, updated and monitored.
Deal stages, notes, tasks and reminders updated per your process.
Agent tasks, follow-ups and reminders created and monitored.
Records cleaned, leads imported, campaign health and pipeline status.
These are the same operational issues we see across clients — and the same ones our process is designed to remove.
Same person appears multiple times — attribution breaks.
Phone, email, source, tags — often incomplete.
Deals stuck in wrong stages — pipeline reporting unreliable.
Sequences not sending — hot leads go cold.
Bad data means adoption drops — work happens off-CRM.
Nobody tracks duplicates, missing fields or campaign health.
Every service inherits the same baseline security posture, then adds service-specific controls on top.
Access, change management, monitoring and incident response aligned to SOC 2.
Contact data handling, consent and TCPA-aware practices defined with your team.
Role-based access to CRM, dialers and marketing tools — scoped and audited.
Records cleaned, leads imported, campaign health and pipeline status reported weekly.
CRM cleanup, lead data management, drip campaigns, pipeline hygiene, task management and reporting.
Follow Up Boss, kvCORE, Sierra Interactive, BoomTown, Chime, HubSpot, Salesforce, LionDesk and others.
Yes — large deduplication and cleanup projects are common, with defined accuracy targets and ongoing maintenance.
Yes — sequences monitored, updated and adjusted per your rules and templates, with performance reporting.
Records cleaned, leads imported, campaign health and pipeline status — reported weekly.
Per record, per FTE, or a monthly retainer — agreed upfront.
A short conversation is usually enough to scope the CRM and propose a starting point.