Platform ownership
Your agency owns the platform and its assets. Your buildout agreement defines ownership and responsibilities.
CRM Buildouts for agencies
Your agency’s way of working.Built into your CRM.
Bring your agents, workflows, and onboarding into one connected platform. We help build the system—and support the team using it.
Plan your CRM buildoutAgency platform overview
What an agency platform can do.
See how branding, agent onboarding, support, and the agency model fit together.
The agency model
A platform with value beyond the login.
A shared system can be part of what you offer agents—and part of what you build as an agency.
CRM revenue sharing
We share the CRM fees we collect with the agency. Your discovery call covers the arrangement and how it fits your team, recruiting, and onboarding.
Built around the team
More than an account with your logo.
The build starts with how your agency operates. Together, we define what agents need on day one and what your team needs as it grows.
Your agency, your brand
Give agents a shared home for their work, with your agency’s identity and a consistent setup across the team.
Pipelines that match your process
Organize lead stages, calendars, and next actions around how your agents actually work.
Follow-up beyond the first response
Connect appointment reminders, ongoing follow-up, client retention, and referral workflows.
A path for every new agent
Pair the platform with onboarding resources and a clear process for getting agents started.
Connected tools and visibility
Discuss response tracking, dashboards, AI appointment booking, and integrations as part of the build scope.
Support from the builders
The team that builds the platform also helps you and your agents use it.
From discovery to everyday use
A build your team can actually adopt.
Map the work
We talk through your current tools, agent journey, and the gaps you need to close.
Define and build
We agree on scope, priorities, and responsibilities before configuring the platform.
Onboard and support
We help bring agents into the system and support the workflows they use.
FAQ
Common questions.
How is this different from subscribing to NextLevel CRM?
NextLevel CRM is our ready-to-use platform for individual agents. An agency buildout is scoped around your team’s brand, workflows, onboarding, and operating needs. We discuss the right fit on a discovery call.
Do you help after the build?
Yes. Ongoing management, agent onboarding, and support are important parts of the agency offering. Your proposal defines what is included for your team.
Can we discuss CRM fees and revenue sharing?
Yes. The agency model described in the video includes a revenue-sharing approach. We discuss the arrangement, responsibilities, and pricing with you directly rather than assuming every agency needs the same setup.
Can you also build an app or dashboard?
Yes. Custom Solutions covers standalone apps, dashboards, integrations, and other software projects. We can discuss those alongside your CRM buildout or as a separate project.
Let’s map out your agency’s CRM.
Bring your current setup, your biggest bottleneck, and where you want the agency to go. We’ll help define the next step.
Book a discovery call