15-min Free DemoIf you’re using Follow Up Boss and running a real estate team, chances are your CRM data isn’t telling the full story—and that could be costing you deals.
At RealSynchusiness Intelligence, we’ve uncovered a major problem through our onboarding process: small teams are flying blind because their CRM data is incomplete, outdated, or just flat-out wrong. That’s why we built a free CRM audit system specifically for real estate professionals.
What's the Real Problem?
We constantly hear the same frustration:
“I wish I knew what was broken inside my CRM data...”
The truth is, most real estate CRMs don’t warn you when key data is missing:
- No buyer or seller assigned to a deal
- No agent tied to a transaction
- No commissions entered
- Incomplete appointments and KPIs
When this happens, your dashboards, reports, and ROI tracking are inaccurate. Your top agents may not get credit. Your profitability numbers are wrong. And you’re making decisions with bad data.
RealSynch’s CRM Audit: What We Check
During onboarding, we automatically audit your entire CRM account—all historical data. We flag issues like:
- Deals missing people, users, or commission data
- Appointments without outcomes
- Pipeline stages not progressing
- Broken or incomplete transactions
The audit identifies and exports these issues so you or your admin team can clean them up fast. And here’s the best part: we do it at no extra cost.
Why We Do It (For Free)
Other platforms charge high onboarding fees—we don’t.
We’re not interested in a quick money grab. We want your data to be accurate from Day 1, because RealSynch Business Intelligence is only as powerful as the data it runs on.
When your CRM is clean, you can:
- Track lead ROI in real time
- Spotlight top-performing agents
- Coach underperformers with facts
- See profitability with total clarity
Want Your Free Audit?
Scott Sillari, our CRO, offers free consults to help small teams implement this audit process quickly.
No pressure. Just clean data and better decisions.
