Pipeline architecture
Stages, tags, ownership rules, and smart lists that give the whole team one reliable picture.
SERVICES
Hands-on CRM cleanup, automation, and support.
Vytis does the implementation inside Follow Up Boss and HubSpot: pipeline organization, lead follow-up, automation, and reporting, without replacing the CRM you already pay for.
Book a free CRM system reviewIn 30 minutes, we’ll identify the biggest bottlenecks in your CRM and tell you what to fix first.
01 / FOUNDATION
CRM RESET & REVENUE SYSTEM BUILD
Get to one clean, trusted way of working.
A focused implementation for teams that have outgrown their CRM setup, lost confidence in the pipeline, or need consistent follow-up before adding more leads.
30
DAY TARGETFor a focused Follow Up Boss reset
Follow-up infrastructure
Action plans, nurture sequences, task logic, and personal-touch moments mapped to the lead journey.
Lead flow
Routing, source attribution, assignment rules, integrations, and safeguards that stop opportunities from disappearing.
Visibility
Dashboards and daily working views that surface what needs attention, not another report nobody opens.
02 / CONTINUITY
ONGOING REVOPS & AUTOMATION
Support after the reset.
Hands-on operational support for teams whose people, lead sources, and offers continue to change after launch.
∞
BUILT TO EVOLVEPrioritized improvements without adding bloat
System health
Monitor workflows, repair breaks, remove duplicates, and keep lifecycle data clean.
Continuous improvement
Tune sequences and operating rules as conversion data and team behavior reveal what should change.
New initiatives
Add lead sources, integrations, offers, and reporting without compromising the foundation.
Decision support
Turn pipeline data into a short list of practical priorities for the next month.
A FOCUSED RESET
What the finished system can include.
The exact scope depends on your database, lead sources, integrations, and priorities. A focused engagement is designed to leave your team with a system it can use and maintain.
Pipeline stages
A clear stage structure that reflects how your team actually works.
Database organization
Simplified tags, lists, and contact records that are easier to trust.
Lead routing
Documented assignment and ownership rules for each lead source.
Action plans
Follow-up sequences built around lead type, timing, and next action.
Daily working views
Focused lists that show each person what deserves attention today.
Reporting
A practical view of pipeline movement, follow-up, and team activity.
Team training
Working standards your team can understand and use consistently.
Documentation and handoff
A record of what was built, how it works, and who owns it.
TYPICAL INVESTMENT
Know the likely range before you book.
CRM resets are fixed-fee engagements based on database size and condition, the number of lead sources and integrations involved, and the complexity of your team’s workflow.
Every CRM is different. After a quick look at your setup, you’ll receive an exact scope and price before any work begins.
SOLO-AGENT RESET
$1,500–$2,500
For an individual agent cleaning up old contacts, the core pipeline, and basic nurture.
SMALL-TEAM RESET
$3,000–$6,000
For shared stages, lead routing, action plans, working views, and team standards.
SMALL-BROKERAGE RESET
$6,000–$12,000
For multiple lead sources, more complex ownership, lifecycle rules, and reporting.
SOLO OR SMALL-TEAM SUPPORT
$500–$900 / month
For workflow monitoring, cleanup, sequence tuning, and prioritized improvements.
GROWING-TEAM SUPPORT
$1,000–$1,800 / month
For more active integrations, reporting, lifecycle improvements, and operational support.
A GOOD FIT
Recognize your CRM in one of these scenarios?
✓ You are a solo agent with thousands of old contacts and inconsistent nurture
✓ Your small team uses Follow Up Boss differently from person to person
✓ Your brokerage has multiple lead sources, unclear ownership, and unreliable reporting
✓ Your team still relies on spreadsheets or memory beside the CRM
THE VYTIS METHOD
How the work moves from diagnosis to launch.
DIAGNOSE
Trace the real journey.
Follow leads from intake to close and locate the places where work stalls, duplicates, or disappears.
CONFIGURE
Build what matters first.
Clean the foundation and configure the process and automation that relieve the biggest operational drag.
LAUNCH
Put the system into daily use.
Train the team, document the working standards, and refine the system as real use reveals what should change.
SERVICE QUESTIONS
Before we get under the hood.
Every engagement starts by understanding the current operation, not forcing a preset package.
01What condition does our CRM need to be in?+
Any condition. Some engagements begin with a functional CRM that needs refinement; others start with years of inconsistent stages, tags, and automations. The first step is understanding what is still useful and what is creating friction.
02Will we need to change platforms?+
Usually not. Vytis specializes in making Follow Up Boss and HubSpot work better. If the platform itself is truly the constraint, we will explain why before recommending a move.
03Do you train the team?+
Yes. A system is only successful if the people using it understand the working standards. Launch includes a clear handoff, practical guidance, and a shared definition of how the pipeline should be used.
04Can we start with one problem?+
Absolutely. A focused bottleneck, such as lead routing, database follow-up, action plans, or reporting, is often the smartest starting point.
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.