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Emily Brown
The automations they set up save me hours every week. Best investment I've made.
December 30, 2025
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CRM SETUP WIZARDS
Expert Sure Send CRM configuration and onboarding services for teams of all sizes.
5 Features
2 Reviews
ABOUT THIS PARTNER
CRM Setup Wizards helps you get the most out of Sure Send CRM from day one. Our certified consultants handle everything from initial setup to team training.
## Services
- Complete CRM configuration
- Data migration from other systems
- Custom field and pipeline setup
- Automation workflow design
- Team onboarding and training
- Ongoing support packages
KEY FEATURES
CUSTOMER REVIEWS
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Tom Anderson
Anderson Team Realty
They migrated our entire team of 15 agents from our old CRM without a single hiccup. Highly recommend!
December 30, 2025
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