Surrey / Leads & CRM

CRM Setup & Automation in Surrey, 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

Why Surrey agents ask for CRM Setup & Automation

Surrey is BC's second-largest city and one of the fastest-growing urban centres in Canada. Agents in Surrey tell us the same thing: they want their technology to be less work, not more. Agents rarely lose business because they were bad at the conversation. They lose it because a lead went quiet for nine days. Automation does the remembering: reminders, drips, birthday and anniversary touches and hand-offs, so your attention goes to people who are ready to talk. Our CRM Setup & Automation service is built around that idea.

Pricing for CRM Setup & Automation in Surrey

Projects start from $750 as one-time setups, and ongoing per-agent plans start from $89 per month. The exact price for CRM Setup & Automation depends on how many people and tools are involved. You always get a written, fixed-scope quote after a free 30-minute consultation. Prices are in Canadian dollars, plus 5% GST, with a 10% launch discount and no lock-in.

Ready to try it?

A short conversation is all it takes to get started. Reach us at (604) 632-4959 or [email protected], share where you are stuck with CRM Setup & Automation and we will reply with a plan. Ali Sedighi, MBA reviews the guidance on this site, and our team handles delivery with a friendly, no-jargon approach.

What you get in Surrey

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

Built for the Surrey market

Neighbouring communities such as Westwood Plateau, Richmond and Fort Langley feed activity into Surrey, so many agents work across several markets. CRM Setup & Automation helps you keep leads, files and conversations consistent wherever the client is based. We also keep an eye on regional realities like dense fibre, carrier-neutral data centres and a deep pool of local IT talent, but also heavy competition for it and constant office-lease churn when we choose tools, so everything works on a mid-range phone in the car just as well as it does at your desk.

How we scope CRM Setup & Automation

We start with a free 30-minute consultation, look at the tools you already have in Surrey and then write a fixed-scope plan. For CRM Setup & Automation that often means contact import, de-duplication and tagging by source and stage. You see the price, the timeline and the exact outcomes before any work begins, and we avoid extras you do not need.

From first call to finished setup

We keep it simple. You book a call, we ask about your lead sources, tools and pain points, then send a plan with a price. After approval we schedule the work around your listings and showings in Surrey. When we finish, you get a summary and a walkthrough, and we check back after a week to make sure everything is behaving. Target: every lead source connected and tested in week one, first automated follow-up live within five business days.

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 Surrey.

Quick answers

What is included in CRM Setup & Automation for Surrey 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.

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.

Will my client information stay private?

We configure accounts with multi-factor sign-in, limited sharing and clear ownership, designed around privacy duties such as BC's Personal Information Protection Act (PIPA) and, for cross-border activity, PIPEDA. We are not lawyers, but we help you apply good practice.

Do I need to be technical?

Not at all. We handle the configuration, explain each decision in plain English and finish with a short training session and a written summary. You will know exactly where everything lives.

Can you work around my showing schedule?

Yes. Sessions are short and booked around your appointments, open houses and closings. Most work happens remotely, so you do not need to be at a desk.

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]