North Vancouver / Leads & CRM

CRM Setup & Automation in North Vancouver, BC

Follow Up Boss, kvCORE or HubSpot configured around how you actually sell: smart lists, action plans, text and email follow-up that runs without you remembering.

Lower MainlandRemote-firstReviewed 2026-10-06

Call (604) 632-4959 Book a free consultation

CRM Setup & Automation for North Vancouver agents

North Vancouver is a waterfront city on the North Shore of Metro Vancouver. RealtyIT provides CRM Setup & Automation for realtors, teams and small brokerages in North Vancouver. A CRM is only as good as its setup. We import and clean your contacts, build lead stages that match your real process, and write action plans so a brand-new lead and a five-year-old past client both get the right next touch. We work remotely from Vancouver with agents in the Lower Mainland, in plain English and on your schedule.

Talk to a human

No chatbots and no forms: just call (604) 632-4959 or email [email protected]. We are based in Vancouver and help realtors in the Lower Mainland. Bring a recent frustration with CRM Setup & Automation and we will walk through what a better setup would look like.

What you do and what we do

You share access to the accounts involved and answer a few questions. We handle the configuration, the testing and the documentation for CRM Setup & Automation. You will not be asked to learn a new technical vocabulary. If a decision needs your input, we explain the options in plain English, recommend one and move on. Target: every lead source connected and tested in week one, first automated follow-up live within five business days.

What you get in North Vancouver

Contact import, de-duplication and tagging by source and stage
Smart lists for hot, warm, nurture and past-client groups
Action plans for new leads, open-house sign-ins and post-closing care
Text and email templates written in your voice
Calendar and phone connections so every conversation is logged
A simple monthly dashboard of leads, appointments and closings by source

Problems this fixes

A CRM full of duplicates and unlabelled contacts
Leads sitting in New for days with no follow-up
Drips copied from a template that sound nothing like you
No clear difference between buyers, sellers, past clients and sphere

Budget-friendly options

If you are watching spending, we can phase CRM Setup & Automation so the highest-value pieces come first. For example, you might start with contact import, de-duplication and tagging by source and stage and add the rest next quarter. Pricing starts from $750 for setup work and $89 per month for plans, plus 5% GST.

Privacy and practicality in North Vancouver

Agents in North Vancouver hold sensitive personal details, from ID copies to financial information. BC's Personal Information Protection Act (PIPA) and, for cross-border activity, PIPEDA set out your duties, and good tooling makes them easier to meet. Our approach to CRM Setup & Automation keeps client data in controlled accounts, uses multi-factor sign-in and avoids spreading files across personal apps. Practical, not paranoid.

The practical outline

Expect an intake call, a short checklist for you to complete, a build and test phase and a handover session. Tools involved often include Follow Up Boss, kvCORE, HubSpot, Zapier-class automation, Google Calendar and Outlook. We make a point of testing with real examples from your North Vancouver business, such as a test lead or a dummy deal, so you know it works before you rely on it.

Tools we commonly work with

Follow Up BosskvCOREHubSpotZapier-class automationGoogle CalendarOutlook

See the full CRM Setup & Automation service page, or explore all realtor tech support in North Vancouver.

Quick answers

How much does CRM Setup & Automation cost in North Vancouver?

One-time setups start from $750 and per-agent monthly plans start from $89, plus 5% GST. Teams are quoted by headcount. A 10% launch discount applies to new clients and there is no lock-in.

What is included in CRM Setup & Automation for North Vancouver agents?

A CRM is only as good as its setup. We import and clean your contacts, build lead stages that match your real process, and write action plans so a brand-new lead and a five-year-old past client both get the right next touch. A typical project covers the setup, connections, testing and a handover session, and starts with a free 30-minute consultation. You receive a written fixed-scope quote before any work begins.

What if something breaks later?

Ongoing support plans give you a named team to text or email, monthly health checks and priority handling on closing days. Without a plan, we can still help on an hourly basis.

How long does CRM Setup & Automation take?

Most projects reach a working first version in one to two weeks. Timing depends on how quickly we receive access to your accounts and on how many people and tools are involved.

Which tools do you use for CRM Setup & Automation?

Commonly Follow Up Boss, kvCORE, HubSpot, Zapier-class automation, Google Calendar and Outlook. We build on what you already own wherever sensible and do not resell software, so recommendations follow your needs rather than a margin.

Keep exploring

Ready for tech that just works?

Book a free 30-minute consultation. No forms, no pressure, and a fixed price before any work starts.

Call (604) 632-4959 Email [email protected]