Your pipeline tells three different stories.
Stages and ownership rules have drifted, so reporting feels unreliable and work moves outside the CRM.
✓We give every lead a clear owner.
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 FOR
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.
WHERE REVENUE LEAKS
Three ways good opportunities lose momentum.
The warning signs show up in everyday work long before they appear in a revenue report.
Good leads go quiet when the week gets busy.
New inquiries get attention. Everyone else depends on memory and 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 create more work for the team.
✓We remove friction at the source.
TWO WAYS TO WORK TOGETHER
Fix the bottleneck, then keep the gains.
Start with a defined reset. Add ongoing support only when the operation needs it.
FOUNDATION01
Focused CRM Reset
Repair the part of the lead journey creating the most lost time or missed follow-up.
- Clear ownership and next actions
- Follow-up your team can sustain
- A practical launch and handoff
30
DAY TARGETWorking first version for a focused Follow Up Boss reset
CONTINUITY02
Scoped Ongoing Support
Maintain accountability as lead sources, workflows, and team needs change.
- Monthly priority list
- Scheduled system-health checks
- Defined support capacity
↻
MONTHLY SCOPEDefined priorities and support capacity
THE VYTIS METHOD
From diagnosis to daily use.
LOOK UNDER THE HOOD
Trace the real journey.
We follow the lead journey and find where work stalls or disappears.
FIX THE BOTTLENECK
Build what matters first.
We configure the changes that remove the biggest drag.
KEEP IT USEFUL
Run, learn, improve.
We launch, document the standards, and clarify ownership.
WORKED EXAMPLE, NOT A CLIENT CASE STUDY
When nobody owns the next move.
THE PROBLEM
A small team has thousands of contacts, inconsistent stages, and different working habits.
WHAT WE DIAGNOSE
We trace where ownership becomes unclear and follow-up disappears.
WHAT WE CONFIGURE
We simplify stages, routing, action plans, and the daily working view.
THE DAILY WORKFLOW
Agents see their priorities; leadership sees accountable pipeline movement.
Most focused Follow Up Boss resets target a working first version within 30 days. Timing depends on the scope we set together, system condition, data quality, and integration complexity.
PLATFORM EXPERTISE
Expertise in the tools you already use.
Hands-on implementation in Follow Up Boss for real estate operations, with HubSpot support for more complex lifecycle and reporting needs.
PRIMARY PLATFORM
Follow Up Boss
Solo agents · Teams · Small brokerages
COMPLEX OPERATIONS
HubSpot
Growing teams · Multi-stage pipelinesGOOD QUESTIONS
A few questions before the details.
Pricing, implementation, data handling, and ongoing support are covered in detail on the Services page.
01What does RevOps mean for a real estate team?+
It is the practical system behind the pipeline: where leads go, who owns the next action, how follow-up happens, and what leadership can see. Vytis turns those decisions into a CRM workflow your team can use every day.
02What happens in the free system review?+
We look at the part of your operation causing the most friction, discuss what has already been tried, and identify the most useful next step. If Vytis is not the right fit, you will know that too.
03What should I budget?+
Focused resets typically range from $1,500 for a solo agent to $12,000 for a small brokerage. Ongoing support starts at $500 per month. The Services page explains the ranges, scope, and implementation details.
START WITH THE BOTTLENECK
Find the next fix worth making.
In 30 minutes, we’ll look at where leads, follow-up, or accountability break down and tell you whether a focused reset makes sense.