Matrix Connect Group provides real estate CRM consultant services for brokerages across the United States. Zoho CRM setup, lead routing, follow-up automation, pipeline configuration, and agent training. Troy Mobley, Zoho Authorized Partner, PMI-ACP. Live in 2 to 4 weeks. 443.508.8353 | troy@matrixconnectgroup.com | 602 Virginia Ave, Essex, MD 21221. Real estate CRM consultant · Zoho CRM live in 2–4 weeks · 443.508.8353
Real Estate CRM Consultant · MD · DC · VA · PA · Zoho Authorized Partner

Real Estate CRM Consultant: Zoho Setup, Done for You

“We recovered two deals in the first 30 days just from the automated follow-up. The system paid for itself immediately.”

Broker/Owner, Maryland · 15-agent brokerage

Every deal your agents lose to slow follow-up is a deal your CRM was supposed to catch.

Get a custom quote · Free 30-minute consultation · Live in 2 to 4 weeks

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Real estate CRM consultant reviewing a brokerage's Zoho CRM setup
Certified Zoho
Partner
PMI-ACP
Certified
SAFe Scrum
Master
4.6/5 Google
Reviews
443.508.8353 · Troy Mobley on every call · No obligation
The Problem

Sound Familiar? Brokers Tell Us This Every Week.

Agents stopped using it
You set up the CRM. Leads came in. Three months later agents are back to managing leads in their email. The platform was not the problem. The configuration was.
Every lead looks the same
Name, email, phone number. Without budget, pre-approval status, and buying timeline in the record, agents cannot prioritise. They stop checking.
No visibility without asking
You find out deals fell through after the fact. Agents give updates verbally. The dashboard shows numbers nobody trusts because records stopped getting updated.

The CRM is not broken. It was never set up to match how your brokerage actually works.

See How We Fix It →
What We Cover

What a Real Estate CRM Consultant Engagement Includes

CRM Setup, Agent Training, and 60-Day Support: All in One Engagement

01
Discovery and Process Mapping
We document your lead sources, agent workflow, and pipeline stages before any configuration starts.
02
Zoho CRM Configuration
Pipeline stages, qualification fields, deal views, and agent dashboards built around your brokerage. Not Zoho defaults.
03
Lead Source Integration
Zillow, Realtor.com, website forms, and referrals all feeding one pipeline automatically. No manual copying.
04
Automation Setup
Follow-up sequences, routing rules, past client nurture, and transaction reminders configured before launch. We can also integrate a real estate chatbot into the same Zoho CRM setup to capture leads 24/7 without an agent present.
05
Role-Specific Training
Agents train on their workflow. Brokers train on reporting. Nobody gets a generic two-hour platform walkthrough.
06
60-Day Post-Launch Support
Real usage surfaces gaps testing never catches. We stay for 60 days to fix what breaks and refine based on actual data.

Working investor deals instead of brokerage listings? See how we set up Zoho CRM for investors.

Timeline: 2 to 4 weeks from discovery call to go-live.

Claim Your Free CRM Review →

No proposal before we understand your situation

What a Configured System Does

What Zoho CRM Does for a Real Estate Brokerage When a Consultant Configures It Correctly

Under 60 Seconds

Every lead routed to the right agent automatically

No shared inbox. No manual assignment. Geography, price point, or round-robin: your rules, not Zoho defaults.

Under 5 Minutes

First follow-up triggered automatically

The average brokerage without a system responds in over 15 hours. 78% of buyers go with whoever responds first.

Full Pipeline Visibility

Every agent, every deal, every follow-up status, all live

No asking for updates. No surprises when deals fall through.

Past Clients That Never Go Cold

Post-close nurture runs automatically after every closed deal

Home anniversaries, market updates, referral asks. Zero manual effort after setup.

Managing rentals as well as sales? See our CRM for property management companies and our guide to the best CRM software for property management companies. Leasing apartments? Compare the best multifamily CRM for small portfolios.

Why Matrix Connect Group

Why Brokers Across the United States Choose Matrix Connect Group as Their Real Estate CRM Consultant

Three Things Most CRM Consultants Do Not Bring

Zoho Authorized Partner

Every configuration built around how your brokerage actually operates

Not a template. Your qualification questions, your routing rules, your pipeline stages.

PMI-ACP and Agile Digest Partner

Adoption is where most CRM projects fail

Teams get a new system and keep working the old way. We address adoption before go-live, not after agents have developed workarounds.

SAFe Scrum Master

As your brokerage grows, the process framework scales with it

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 | Zoho Authorized Partner | PMI-ACP | SAFe Scrum Master · About Troy →

Talk to Troy This Week →

Free · 30 minutes · Direct access, not an account manager

Serving Fairfax, Arlington and Loudoun? See Zoho CRM for Northern Virginia brokerages. In Washington DC? See Zoho CRM consultant in Washington DC. Based in Baltimore? See real estate CRM consultant in Baltimore. See all Zoho consultant services beyond real estate CRM.

Ready to Hire a Consultant?

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Packages

Real Estate CRM Consultant Packages: Three Starting Points

Every engagement starts with a free discovery call. We scope the project before any work starts.

Entry offer

Lead Machine

Custom Quote
scoped to your needs · contact us for pricing
  • Zoho CRM configured for real estate
  • Zillow and Realtor.com connected
  • Automated agent assignment
  • 14-day follow-up sequence
  • Broker pipeline dashboard
  • Agent training session
Start My Setup →
Most Popular

Core offer

Revenue System

Custom Quote
scoped to your needs · contact us for pricing
  • Everything in Lead Machine
  • Post-close nurture sequences
  • Referral source tracking
  • Zoho Sign digital contracts
  • Agent performance analytics
  • Full team onboarding, up to 20 agents
  • Monthly system health check
Get My Custom Quote

Premium

Full Operating System

Custom Quote
scoped to your needs · contact us for pricing
  • Everything in Revenue System
  • Custom property and listing module
  • Commission tracking and invoicing
  • Dedicated system architect on retainer
  • Quarterly business reviews
Plan My Ongoing Support →

Not sure which fits? The free consultation tells you before you commit to anything.

Find My Best Package Free →
What Clients Say

What Real Estate Brokers Say After Working With Matrix Connect Group

"We recovered two deals in the first 30 days just from the automated follow-up. The system paid for itself immediately."

Broker/Owner, Maryland
15-agent brokerage

"I can finally see what every agent is working on. No more finding out a deal fell through after the fact."

Managing Broker, Northern Virginia
22-agent team

"Past client emails go out automatically now. I got a referral last month from a client I closed in 2019."

Team Lead, Washington DC
8-agent team
4.6/5 Google 10+ Years Essex, Maryland MD · DC · VA · PA · USA
Common Questions

Real Estate CRM Consultant: Questions Brokers Ask Before Hiring

Matrix Connect Group provides real estate CRM consultant services for brokerages across the United States. Based in Essex, Maryland. Zoho Authorized 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 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 the United States. Engagements go live in 2 to 4 weeks.

Matrix Connect Group offers three packages. Lead Machine, Revenue System, and Full Operating System. Pricing is scoped to your brokerage, and the free consultation provides a custom quote. 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 Zoho Authorized Partner based in Essex, Maryland, providing Zoho CRM setup services for real estate brokerages across the United States. 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 the United States, including Maryland, Washington D.C., Virginia, Pennsylvania, California, Georgia, North Carolina and Texas. All discovery, configuration, training, and support are delivered remotely.

The CRM Setup Takes 2 to 4 Weeks. The Consultation Takes 30 Minutes. The Consultation Is Free.

Free · 30 minutes · Troy Mobley on every call · No obligation
443.508.8353
troy@matrixconnectgroup.com
602 Virginia Ave, Essex, MD 21221

Serving real estate brokerages across the United States

Also available for solo agents

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