Simplify, automate, and grow
All inside your MOVA Portal.
The MOVA Portal brings your CRM, automation, and marketing tools together under one simple system that works for you.
AUTOMATE EVERYTHING
Save time with smart workflows that follow up, remind, and manage your daily tasks automatically.
STAY CONNECTED
Build stronger relationships with consistent communication and personalized outreach.
SIMPLIFY YOUR OPERATIONS
Run your calendar, emails, texts, pipelines, and marketing — all from one clean interface.
If you’re tired of chasing leads, juggling tools,
and trying to stay organized... MOVA Portal is built for you.
How to Get Started Step by Step
01
Submit Survey
“Tell us how your business runs today."
Before your strategy call, complete our short survey so we can understand your goals, systems, and where you need the most automation.
This helps us tailor your MOVA Portal to fit you, not the other way around.
Takes just 5 minutes to complete.
02
Book a Strategy Call
“Let’s map your business systems together.”
On your strategy call, we’ll review your survey results, walk you through how MOVA Portal works, and build your personalized CRM strategy plan.
You’ll see exactly how we’ll help you streamline your database, follow-up, and marketing.
Book your call right from the page after submitting your survey.
03
Set Up
“Sit back while we build your system.”
Our team imports your database, sets up your automations, and personalizes your dashboard for your business.
Within the strategy timeline, your MOVA Portal will be fully customized and ready to run.
Includes full onboarding, database cleanup, and workflow automations.
04
Launch Your Portal
“Go live and start running your business on autopilot.”
Once setup is complete, we walk you through your portal — showing you how to use your CRM, launch campaigns, and track performance.
You’ll finally have one connected system for leads, marketing, and client care.
Congratulations — your business is now automated!
Data & System Setup
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Database Import & Clean-Up – Organize, deduplicate, and prepare your CRM for automation.
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Missing Info Campaigns – Automatically collect missing birthdays, addresses, or emails.
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Database Labels for Mailouts – Setup for easy label printing in Word or Avery templates.
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Team & Admin Setup – Add users with permission-based access.
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Reporting Dashboards – Track leads, conversions, calls, sales, and performance.
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Task & Reminder Automations – Auto-assign tasks to you or your staff based on workflows.
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Appointment Reminders – Prevent no-shows with text/email reminders.
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Closing Checklists & Automations – Ensure every step after closing is handled.
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Calendly-Style Booking Setup – Create your own free scheduling tool.
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General Automations – Anything repetitive can be automated.
Lead Generation & Marketing
Digital Capture & Conversion
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*Chatbot Lead Capture – Capture and qualify leads directly on your website.
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*Custom Landing Pages – Buyer, Seller, Event, Podcast, or any lead-type landing page.
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Google & Facebook Ad Landing Pages – Optimized pages for paid ad traffic.
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Direct Mail Lead Programs – Use QR codes or SMS to connect offline marketing with automations.
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For-Sale Sign Lead Capture – QR codes and texting to generate instant inquiries.
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Remarketing Lists – Re-engage past visitors via Google, Facebook, Instagram, or TikTok.
Paid Advertising & Growth
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*Facebook Lead Conversion Systems – Automate follow-up from Facebook ad leads.
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*Message Ad Campaigns – Facebook & Instagram message ads (budget required).
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*Social Media Growth Programs – Instagram, Facebook, YouTube, TikTok, LinkedIn (organic or paid).
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Organic Social Media Growth – Build engagement with scheduled and seasonal posts.
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Linktree Replacement Page – A universal page linking all social, contact, and lead sources.
Client Nurture & Retention
Lead Management & Follow-Up
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Lead Management Systems – Ensure no lead or sale is ever dropped.
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Automated Lead Follow-Up – Custom follow-up sequences by lead source.
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Old List Reactivation – Re-engage past leads and databases automatically.
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*Seller Lead Blasts – Systematic follow-up to old seller leads via text + email.
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MLS Inquiry Follow-Up – Immediate automated responses to MLS inquiries.
Relationship & Retention Programs
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Client Touch Programs – Stay top-of-mind with clients, friends, and past clients.
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Quarterly Database Reminders – Auto-prompts to reach out every 3 months.
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Daily Text Prompts – Receive reminders for personal connection goals.
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Client Close Reminders – Send reminders for utilities, address changes, etc.
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Birthday & Anniversary Automations – Automated texts, emails, and voice drops.
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Open House Registration & Follow-Up – Capture and nurture attendees automatically.
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Post-Sale Follow-Up Programs – Buyer and Seller “After the Sale” campaigns.
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Post-Closing Surveys – Buyer and Seller satisfaction surveys.
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Review & Testimonial Automation – Collect and publish Google reviews easily.
Marketing Tools & Collateral
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Mass Texting Setup – Send campaigns or broadcasts at scale.
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Mass Email Setup – Configure branded email campaigns.
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Newsletter Template Setup – Monthly or quarterly newsletter designs.
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Buyer & Seller Packages – Canva print materials, mini-websites, and social posts.
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Vendor Resource Page – Directory for partners like mortgage, lawyer, or stager.
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Buyer/Seller Resource Pages – Useful pages for education or lead nurturing.
*Custom Websites – We maintain and update your drag-and-drop site monthly.
Coaching & Strategy
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Personal Coaching – One-on-one sessions for strategy, ideas, or live setup.
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Marketing Strategy Support – Collaborate to refine campaigns and content.