We set it up.You run it.
An optional one-time setup. We import your contacts, connect your email, build your campaigns and train your team.
Setup for Carter Home Group
3 of 6 done
- Contacts importedFrom a spreadsheet, duplicates mergedBuilding
- Email connectedGmail and Outlook, all four agentsBuilding
- Listing brochure and landing pageIn your logo and colorsBuilding
- Spring nurture campaignPast clients and Willow Ave sellersBuilding
- Team walkthroughThursday, 10:00 AMBuilding
- HandoverYour account, your keysBuilding
Day one, planned for youDo this next
Approve the first spring nurture email
ApproveWhat we build. In your account, in your brand.
Everything a team needs on day one. We agree the exact list with you before we start.
Your contacts, cleaned up
We import them from your current CRM or a spreadsheet, merge the duplicates and sort who’s a past client, a buyer or a homeowner.
- Mike Johnsonmike.johnson@gmail.com
- Michael Johnson(312) 555-0148
Email and calendar
Gmail or Outlook connected for everyone, so each conversation lands on the right contact.
- GmailThree agentsConnected
- OutlookOne agentConnected
Campaigns and automations
Follow-up, nurture and listing campaigns, with the automations behind them, written in your voice.
Listing marketing in your brand
A brochure and landing page set up with your logo, colors and details, ready for your next listing.
Cru, on approve
Cru starts by drafting and waits for your OK. Once you like a role’s drafts, switch it to send on its own.
Budgets, roles and access
Company budgets and alerts, team roles, and any AI apps you want connected, each with its own cap.
- 1
A call
Tell us about your team, your contacts and what you want running.
- 2
A written scope and one price
We write down exactly what we’ll build and what it costs, before any work starts.
- 3
We build it
In your Elevate account, with your branding and your contacts.
- 4
We walk your team through it
A session for everyone who’ll use it, so day one isn’t a guessing game.
- 5
It’s yours
No retainer. Change anything, any time. Your seat and usage prices stay the same.
What customers say
“They generated qualified leads for me using our existing listing and we closed a few of them. They know how to run paid ads and target the right kind of people in my market.”
Amanda AbergelRevel Realty Inc.“Elevate Listings generated leads for us that actually converted into listings. Using existing listings to target people is a great strategy to focus on our market.”
Arif MurjiREMAX Reality Specialists Inc.Questions about the setup.
How much does it cost?
It depends on the size of your team and what you want built. We agree one price up front, in writing, before any work starts.
How long does it take?
We give you a date when we scope it. It depends mostly on how many contacts and campaigns you bring.
Can you move us off our current CRM?
Yes. Most CRMs export contacts to a spreadsheet. We import that, clean it up and rebuild your campaigns in Elevate.
Do we keep paying you afterwards?
No. There’s no retainer. You pay for your seats and usage like everyone else, with no contract.
Can we set it up ourselves instead?
Yes. Everything is self-serve. Try it free and set it up at your own pace.
Want it built for you?
Tell us about your team. We’ll scope it with you and agree one price before we start.