Vancouver / Leads & CRM

CRM Setup & Automation in 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

Why Vancouver agents ask for CRM Setup & Automation

Vancouver, on the Pacific coast, is the commercial heart of BC and a global hub for trade, tech and tourism. Agents in Vancouver 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.

What is included

A typical CRM Setup & Automation project in Vancouver includes contact import, de-duplication and tagging by source and stage, plus the connections and checks that make the whole thing hold together. Most of the work happens remotely in short sessions that fit around showings and open houses. Platforms we commonly use include Follow Up Boss, kvCORE, HubSpot, Zapier-class automation, Google Calendar and Outlook. Every project ends with a written summary of what we configured, where the logins are kept and who to call for help.

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 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

Privacy and practicality in Vancouver

Agents in 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.

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.

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.

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 Vancouver.

Quick answers

What is included in CRM Setup & Automation for 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.

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.

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.

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.

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]