Service 03
CRM and database
Your database stays clean, current, and actually useful.
Most agents are sitting on a database worth more than their next three leads. It is just not in a state anyone can use.
What gets handled
The work, listed.
- Contact entry, dedupe, tagging, and hygiene
- Log calls, texts, and notes after activity
- Build and maintain drip campaigns
- Birthday, home anniversary, and holiday touches
- Past-client reactivation lists
- Sphere segmentation and list pulls
Who this one is for
If this sounds like your week.
- Agents with a CRM they pay for and do not open.
- Agents whose past clients have not heard from them in over a year.
- Anyone who has three contact lists and no idea which one is right.
How it works
Four steps, every time.
01
We get access and look at what is there.
Duplicates, dead records, missing tags. We tell you what we find.
02
We clean it.
Deduped, tagged, segmented into lists you can actually use.
03
We keep it logged.
Calls, texts, and notes go in after the activity, not three weeks later.
04
We keep the touches running.
Birthdays, home anniversaries, holidays, drips.
Need something you don’t see here?
Our scope isn’t limited to this list. Tell us what you need and we’ll confirm whether Serene can handle it.
Works well alongside
Taking more than one?
Serene Complete is all seven services run by one team. Taking them all together costs less than adding them up.