VallisIQBook your free CRM audit

Free CRM audit for Treasure Valley real estate agents.

Most agents already pay for a CRM, automations and a website that sit half set up. In a free 20-minute phone call, we look at what you're paying for, what it should be doing for you, and how to get time back: quick first replies, one place for every lead, and steady check-ins for buyers who aren't ready yet.

Book your free CRM audit
Free. A 20-minute phone call. No sales pressure and no commitment to buy anything.

What happens on the call

  • What you're paying for: which tools and features you use, and which sit unused.
  • How inquiries are handled today: where leads arrive and how quickly someone replies.
  • Who owns follow-up: what happens when you are at a showing, on a listing appointment, or off the clock.
  • What the next actions are: what is working, where leads stall, and what to fix first.

At the end we recommend a practical next step. That might be a small fix you make yourself, a written setup plan, or no change at all. We make no promises about results. If you hire us for setup, the audit becomes your setup plan. Setup is scoped and quoted in writing before any work starts.

Illustration with fictional people. Not a customer result.

What good follow-up can look like

2:14 PM A fictional buyer, Jordan, asks about a listing through a portal.
Illustrative response Jordan gets a friendly text from "Sam's team". Sam gets a task and a notification.
4:05 PM Sam finishes a showing and sees the whole conversation in one place.
Next steps Jordan books a time to talk, and a check-in can be scheduled with permission.

What we look at

  • Fast first reply, even during showings.
  • Open house sign-ins followed up the next morning.
  • Long-term check-ins for buyers who aren't ready yet.

How it works

1. Free audit call20 minutes, online. We talk through how your leads get answered.
2. DiagnoseWe find where leads stall or get dropped.
3. RecommendYou get a suggested starting point. Anything beyond that comes with a written quote and plan first.

Book your free CRM audit

Pick a time that works for you. The call is 20 minutes.

We only text or call people who ask us to.

Need a website too? See the $3,000 base agent website → · Optional care plans from $29/month →