Start from a working system, not a blank CRM.
We set up your CRM and Ops, import your contacts, help with text-message registration and map your deal process into Ops.
contacts.csv
Your export
New
Contacted
Booked
What moves across depends on what your current system can export.
What a CRM and Ops setup can include.
The proposed order of the work, and who does what. It is a starting scope, not a fixed process: the steps you need and the timing are confirmed on the scoping call.
- 01
Review
You
Share your sales process and lead sources.LeadEazy
Review how you sell today.In LeadEazy
A CRM and Ops workspace to configure. - 02
Design
You
Name who signs off on decisions.LeadEazy
Design pipelines, templates and booking links.In LeadEazy
Pipelines and templates in place. - 03
Import
You
Send exports, your team list and lead sources.LeadEazy
Clean and import contacts (CSV). Connect CRM and Ops.In LeadEazy
Contacts, sources and teammates inside LeadEazy. - 04
Train
You
Your team joins the walkthrough.LeadEazy
Walk the team through CRM and Ops, if scoped.In LeadEazy
Team access with roles. - 05
Go live
You
Review the setup and sign it off.LeadEazy
Hand over the setup.In LeadEazy
You work in it from here.
- 01
Review
Share your sales process and lead sources.Review how you sell today.A CRM and Ops workspace to configure. - 02
Design
Name who signs off on decisions.Design pipelines, templates and booking links.Pipelines and templates in place. - 03
Import
Send exports, your team list and lead sources.Clean and import contacts (CSV). Connect CRM and Ops.Contacts, sources and teammates inside LeadEazy. - 04
Train
Your team joins the walkthrough.Walk the team through CRM and Ops, if scoped.Team access with roles. - 05
Go live
Review the setup and sign it off.Hand over the setup.You work in it from here.
Phases show order, not durations. Timing is agreed on the call.
What we can set up
Each one is agreed on a call. Take one or several.
01CRM setup
Pipelines, message templates and team access set up around how you sell.
ReviewDesignTrain
02Ops setup and contact import
Connect the CRM and Ops, import your contacts and set up your team in them.
ImportTrain
03Deal workflow setup for investors
Your process from seller lead to buyer, set up in Ops: intake, follow-up, analysis, offers and your buyers list.
DesignImport
04Text-message registration help (A2P)
We help prepare and submit your US text-message registration. The carriers decide whether to approve it.
Runs alongside
A2P registration assistance is available. Privacy policy, terms and text-message consent wording are prepared as part of website design or rebuild work we scope with you. Third-party registration and messaging charges apply. We cannot guarantee approval.
Before, during and after the setup.
How it starts, what moving your data does and does not cover, how your team learns it and what help follows. This is the proposed scope; each part is confirmed on the scoping call.
01
Onboarding
It starts with a call, then you send what the scope needs.
The scoping call
We look at how you sell today and what your current system holds, then say what we would set up and what we need from you.
What you send
Usually your sales process, exports from your current system, your team list and roles, your lead sources and one person who can make decisions.
Review before it goes live
We set up what was agreed and you review it and sign it off before you start working in it.
Prefer to set it up yourself? Ops has self-serve onboarding with CSV import, and its trial runs 14 days with no card. Start the Ops trial
02
Moving your data
What an import can include, what depends on your current system and what it does not cover.
- Importing contacts and leads from a CSV export you provide
- Cleaning the file before it goes in
- Setting up lead sources, pipelines and team members
- Connecting your CRM and Ops accounts
- Notes, history, files and custom fields move only if your current system can export them.
- On the call we say what we would try and what we would leave behind.
- Anything your current system cannot export.
- Permission to text the people you import. Importing a contact does not give you consent to message them, and text steps need carrier registration first.
03
Training
A walkthrough for the people who will work in it.
When training is part of the scope, we walk your team through the CRM and the Ops workflow they will use, and set up their access with roles.
Who joins, how long it takes and how it is run are confirmed on the call.
04
Support after go-live
Agreed before you start, not assumed.
There is no standing support plan listed on this page. If you want help after go-live, such as questions, changes or more training, we agree what is included on the call, so you know where the setup ends.
Bring your export to the call.
We will say what can move across, what we would set up and what we need from you. Cost and timing are settled on the call.
Setup services are priced after a call. The Ops plan is separate: billed monthly, with a 14-day trial and no card.
- Exports from your current system
- Your team list and roles
- Lead source details