CRM360 Alpha

Best For: MLOs looking for a fast-start 30-day conversion plan.

Included Pipelines:

  • PPC Purchase & Refinance Leads – 30-Day High-Intensity Nurture
  • Shared Internet Leads – 30-Day Nurture
  • Realtor Referrals – 24-Month Relationship Builder
  • Credit Repair – 24-Month Nurture Program

Ad Sets Included:

  • Local Market Brand Awareness Ad
  • New Lead Retargeting Ad
  • Lead Capture Landing Page Ad

βœ… AI identifies engaged leads, helping you prioritize your time and build relationships faster.

CRM360 Bravo

βœ… CRM360 Bravo

Best For: Scaling your lead conversion with a 12-month strategy and Realtor relationship system.

Included Pipelines:

  • PPC & Shared Internet Leads – 12-Month Follow-Up
  • Realtor Referrals – 24-Month Nurture
  • Credit Repair – 24-Month Automation
  • Realtors You’re Working With – 2-Year Touchpoint
  • Realtors You’re Chasing – 2-Year Prospecting

Ad Sets Included:

  • Everything in Alpha, plus:
  • Dynamic Ads to Realtors You Work With
  • Custom Ads to Realtors You’re Pursuing
  • Credit Repair Funnel Ad Campaign

βœ… Our system helps turn cold contacts into warm relationships through long-term touchpoints powered by AI.

CRM360 Charlie

βœ… CRM360 Charlie

Best For: Experienced MLOs who want to build a deep pipeline over 2+ years.

Included Pipelines:

  • PPC & Shared Internet Leads – 24-Month Nurture
  • Realtor Referrals – 24-Month Relationship Builder
  • Credit Repair – 24-Month Program
  • Realtors (Working With & Pursuing) – 5-Year Drip
  • SOI (Personal & Professional) – 5-Year Engagement
  • Past Clients – 2-Year Post-Close Nurture

Ad Sets Included:

  • Everything in Bravo, plus:
  • Ads to Personal Sphere of Influence
  • Ads to Professional Contacts & Referral Partners
  • Retargeting Ads for Past Clients
  • Long-Term Nurture Ad Campaigns for Realtor Prospects

βœ… Boost repeat business and referrals with personalized AI follow-up tailored to each contact’s behavior and profile.

CRM360 Delta

βœ… CRM360 Delta

Best For: Top producers who want the full AI + big data + automation experience.

Included Pipelines:

  • PPC & Shared Internet Leads – 24-Month Nurture
  • Realtor Referrals – 24-Month Builder
  • Credit Repair – 24-Month Automation
  • Realtors (Working With & Pursuing) – 5-Year Campaigns
  • SOI (Personal & Professional) – 5-Year Nurture
  • Past Clients – 5-Year Follow-Up

Ad Sets Included:

  • Everything in Charlie, plus:
  • Hyperlocal Domination Ad Campaign (Zip Code Targeting)
  • Multi-Touch Video Ad Sequence (You + Your Brand)
  • Custom Funnel Ads for Buyer/Refi Funnels
  • Lead Magnet Ads (Free Guide, Webinar, Credit Tips, etc.)
  • Sphere-Wide Branding Retargeting Ad Set

βœ… The ultimate hands-free marketing system β€” AI does the follow-up, so you can do the closing.