Your pipeline tells three different stories.
Stages, tags, and ownership rules have drifted. Reporting feels unreliable, so the team builds workarounds outside the CRM.
✓We rebuild one shared source of truth.
HANDS-ON CRM CLEANUP FOR REAL ESTATE
Turn your CRM into a daily operating system.
Vytis cleans up Follow Up Boss and HubSpot, automates the follow-up, and gives your team one reliable daily working view, without replacing the CRM you already pay for.
BUILT FORFollow Up BossHubSpot
GOOD MORNING
Your pipeline has a pulse.
12
PRIORITY FOLLOW-UPS
→Leads that need a human touch today
4 new leadsRouted and enrolled
ON TRACK3 stalled opportunitiesNo activity in 7+ days
REVIEW5 nurture repliesReady for a personal response
OPENIllustrative example of a daily working view built from your existing CRM.
✓
CleanOne pipeline your whole team can trust
✓
ClearThe right lead, the right action, every day
✓
ConsistentFollow-up that keeps moving without reminders
THE REAL PROBLEM
The CRM usually isn’t broken. The operating system is.
More software won’t fix unclear ownership, inconsistent follow-up, or a pipeline nobody trusts. A better system will.
Good leads go quiet when the week gets busy.
New inquiries get attention. Everyone else depends on memory, sticky notes, and a heroic amount of manual follow-through.
✓We make the next step automatic and visible.
The CRM creates work instead of reducing it.
Manual routing, duplicate tasks, and disconnected tools turn a system meant to help into another thing your team has to manage.
✓We remove friction at the source.
WHAT WE BUILD
Infrastructure your team can actually run on.
Configured in your tools, mapped to your real pipeline, and designed around the way your people already work.
FOUNDATION01
CRM Reset & Revenue System Build
A focused engagement to make your CRM trustworthy, actionable, and ready to scale.
- Pipeline stages, tags, and smart lists
- Lead routing and ownership rules
- Action plans and nurture sequences
- Dashboard and reporting setup
- Team handoff and working standards
30
DAY TARGETFor a focused Follow Up Boss reset
CONTINUITY02
Ongoing RevOps & Automation
Hands-on operational support that keeps the system current as your business changes.
- Workflow monitoring and repair
- Database health and lifecycle cleanup
- New lead-source and tool integrations
- Conversion reporting and insights
- Monthly optimization priorities
∞
BUILT TO EVOLVESo today’s fix doesn’t become next year’s mess
FOCUSED CRM RESET
What changes in 30 days.
A typical focused reset can create a cleaner, more reliable way to work. Final scope depends on the condition of your database, integrations, and workflow complexity.
01
Clean pipeline stages and lifecycle definitions
02
Simplified tags, lists, and database organization
03
Clear lead-routing and ownership rules
04
Action plans and nurture sequences
05
Daily working views and priority follow-up lists
06
Reporting, team standards, documentation, and handoff
ILLUSTRATIVE EXAMPLE, NOT A CLIENT CASE STUDY
When nobody trusts the pipeline.
THE PROBLEM
A small team has thousands of contacts, inconsistent stages, and agents using Follow Up Boss differently.
WHAT WE DIAGNOSE
We trace a lead from intake through follow-up to find where ownership becomes unclear and activity disappears.
WHAT WE CONFIGURE
We simplify stages and tags, define routing rules, build the right action plans, and create one daily working view.
THE DAILY WORKFLOW
Each agent opens the same priority list, while leadership can see a pipeline built on consistent definitions.
THE VYTIS METHOD
A practical path from a messy CRM to daily use.
LOOK UNDER THE HOOD
Trace the real journey.
We open the CRM with you, follow leads from intake to close, and identify where work stalls, duplicates, or disappears.
FIX THE BOTTLENECK
Build what matters first.
We clean the foundation, simplify the process, and configure the automation that relieves the biggest operational drag.
KEEP IT USEFUL
Run, learn, improve.
We launch with your team, watch how the system behaves, and refine it as your pipeline and business evolve.
In 30 minutes, we’ll identify the biggest bottlenecks in your CRM and tell you what to fix first.
Book a free CRM system reviewPLATFORM EXPERTISE
Deep in the tools your team already lives in.
Vytis specializes in the two CRM environments that matter most for modern real estate teams, from focused solo operations to more complex brokerages.
PRIMARY PLATFORM
Follow Up Boss
Solo agents · Teams · Small brokerages
COMPLEX OPERATIONS
HubSpot
Growing teams · Multi-stage pipelinesGOOD QUESTIONS
What clients ask before we start.
Still not sure whether Vytis is the right fit? A 30-minute conversation is usually enough to find out.
01What exactly is RevOps?+
Revenue Operations is the system behind your sales pipeline: how leads enter, who owns them, what happens next, and how you know what is working. For real estate teams, it means a CRM that makes consistent follow-up easier, not another piece of software to babysit.
02Do I need to be on Follow Up Boss or HubSpot already?+
No. If you already use either platform, we will clean up and build on what you have. If you are starting fresh, we can help you choose and configure the right foundation before bad habits take root.
03How quickly will we see progress?+
Most focused CRM resets target a working first version within 30 days. Timing depends on the condition of your data, integrations, and pipeline, but we prioritize the bottleneck that is costing you the most first.
04Is this a one-time setup?+
It can be, but systems drift as teams, lead sources, and offers change. Vytis can stay involved to monitor performance, refine automations, and keep the operating system useful over time.
05What does this cost?+
Focused CRM resets generally range from $1,500 for solo agents to $12,000 for small brokerages. Ongoing support typically starts at $500 per month. See the Services page for detailed ranges and what affects the final fixed fee.
06Is my data safe?+
We work inside your existing CRM login and permissions. Nothing is exported, sold, or shared; your data stays in your system the whole time.
START WITH THE BOTTLENECK
Show us where the CRM slows you down.
In 30 minutes, we’ll identify the biggest bottlenecks in your lead routing, follow-up, or reporting and tell you what to fix first.