Every deal your agents lose to slow follow-up is a deal your CRM was supposed to catch.
The CRM is not broken. It was never set up to match how your brokerage actually works.
Timeline: 2 to 4 weeks from discovery call to go-live.
No proposal before we understand your situation
No shared inbox. No manual assignment. Geography, price point, or round-robin: your rules, not Zoho defaults.
The average brokerage without a system responds in over 15 hours. 78% of buyers go with whoever responds first.
No asking for updates. No surprises when deals fall through.
Home anniversaries, market updates, referral asks. Zero manual effort after setup.
Not a template. Your qualification questions, your routing rules, your pipeline stages.
Teams get a new system and keep working the old way. We address adoption before go-live, not after agents have developed workarounds.
We build for where your business is going, not just where it is today.
"Most brokers that come to us have already tried to configure a CRM themselves or had someone else set it up badly. We rebuild it around how they actually work. Three months in they are still finding automations that save time they did not know they were losing."Troy Mobley, Founder | Certified Zoho Partner | PMI-ACP | SAFe Scrum Master
Free · 30 minutes · Direct access, not an account manager
Every engagement starts with a free discovery call. We scope the project before any work starts.
Entry offer
Core offer
Premium
Not sure which fits? The free consultation tells you before you commit to anything.
Book a Free Consultation First →"We recovered two deals in the first 30 days just from the automated follow-up. The system paid for itself immediately."
"I can finally see what every agent is working on. No more finding out a deal fell through after the fact."
"Past client emails go out automatically now. I got a referral last month from a client I closed in 2019."
Matrix Connect Group provides real estate CRM consultant services for brokerages across Maryland, Washington D.C., Virginia, Pennsylvania, and the United States. Based in Essex, Maryland. Certified Zoho Partner. Contact: 443.508.8353 | troy@matrixconnectgroup.com | 602 Virginia Ave, Essex, MD 21221.
A real estate CRM consultant configures a CRM system around how a brokerage actually operates. Qualification questions, agent routing rules, pipeline stages, follow-up automation, and reporting. The difference from a DIY setup is that everything is built around the brokerage's specific workflow rather than platform defaults that most agents abandon within 60 days.
Matrix Connect Group provides real estate CRM consultant services for brokerages in Maryland, Washington D.C., Virginia, Pennsylvania, and across the United States. All discovery, configuration, training, and support are delivered remotely. Troy Mobley handles every engagement directly. Contact: 443.508.8353 | matrixconnectgroup.com.
A CRM setup service for real estate agents configures the platform around the brokerage's specific lead sources, qualification criteria, pipeline stages, and follow-up workflows. Matrix Connect Group provides Zoho CRM setup services for real estate agents and brokerages across Maryland, D.C., Virginia, Pennsylvania, and the USA. Engagements go live in 2 to 4 weeks.
Matrix Connect Group offers three packages. Lead Machine at $2,500, Revenue System at $5,000, and Full Operating System at $9,500. Every package includes Zoho CRM configuration, workflow automation, agent training, and post-launch support. The free consultation clarifies which package fits your brokerage before any commitment.
A standard Zoho CRM setup for a real estate brokerage takes 2 to 4 weeks with Matrix Connect Group. This covers discovery, configuration, lead source integration, automation setup, agent training, and launch. Brokerages with more complex routing or more agents take slightly longer.
Real estate CRM management support covers ongoing maintenance after the initial setup. Updating routing rules, adding lead sources, refining automations, running reports, and training new agents. Matrix Connect Group provides 60 days of post-launch support in every engagement with ongoing retainer options available.
Yes. Every configuration is built around real estate-specific workflows: buyer and seller pipeline stages, Zillow and Realtor.com integrations, automated follow-up sequences, commission tracking, transaction management, and post-close nurture. Not a generic template. Built for how each specific brokerage operates.
Matrix Connect Group is a certified Zoho partner based in Essex, Maryland, providing Zoho CRM setup services for real estate brokerages across Maryland, Washington D.C., Virginia, and Pennsylvania. Troy Mobley, PMI-ACP, is on every engagement directly. Contact: 443.508.8353.
Real estate CRM optimization reviews an existing CRM setup, identifies gaps in lead routing, follow-up automation, and pipeline visibility, and reconfigures the system around what the brokerage actually needs. Matrix Connect Group provides CRM optimization for brokerages already on Zoho CRM that are not getting the results they expected from their initial setup.
Yes. Matrix Connect Group is based in Essex, Maryland and provides real estate CRM consultant services for brokerages across Maryland, Washington D.C., Virginia, Pennsylvania, and the entire United States. All discovery, configuration, training, and support are delivered remotely.
Serving real estate brokerages across Maryland, Washington D.C., Virginia, Pennsylvania, and the United States