🧭 What to Expect When You Implement a Real Estate CRM with IN3
Your 90-Day Roadmap to a Seamless CRM Transformation
Adopting a new CRM system is one of the most important decisions your real estate business can make. Yet many firms hesitate — not because they doubt the value of a CRM, but because they fear a complex, time-consuming rollout that disrupts business.
At IN3, we remove the guesswork.
We offer a consultative, step-by-step implementation designed specifically for real estate companies. Powered by the flexibility of Salesforce, our custom CRM solutions are tailored to your business model, team structure, and sales process — not the other way around.
Our proven 30–60–90 day onboarding approach ensures that you and your team get results without the overwhelm.
✅ 0–30 Days: Strategic Foundation
We start with discovery workshops to map your workflows, goals, and reporting needs. Then, we configure the CRM — including custom fields, pipeline stages, automated alerts, and permissions. Early training and data migration begin here, preparing your system for internal testing.
✅ 30–60 Days: Full Team Rollout
Now that the foundation is solid, we roll out the system in stages. Sales agents, marketing teams, operations staff, and leadership all receive personalized training and support. Regular check-ins and role-based sessions drive faster adoption.
✅ 60–90 Days: Optimization & ROI
With your team using the CRM daily, we monitor engagement, collect feedback, and refine workflows. At this stage, you start seeing measurable results — faster follow-ups, better lead tracking, and real-time reporting that empowers decision-making at every level.
What Makes IN3 Different?
- Deep real estate CRM expertise
- Salesforce customization that scales
- Guided data migration and workflow mapping
- Post-launch optimization and long-term support
With IN3, CRM implementation isn’t a disruption — it’s a transformation. By Day 90, your CRM isn’t just in place — it’s driving performance.
