Concierge onboarding, then it runs itself

1. 1

   Connect your CRM

   We connect your CRM via secure webhooks — live today with SmartMoving and Chariot. Your team keeps working exactly as they do today.

2. 2

   Lock your territory

   We geocode your HQ, claim your ~50-mile exclusive territory, and set the region your prospecting and SEO target.

3. 3

   Import customers & partners

   Your existing customers, realtors, and B2B partners are migrated in, so the portal and booking pages are live from day one.

4. 4

   Turn on the engine

   Drips, partner lifecycle, prospecting, referrals, surveys, NPS-gated review requests, and your SEO blog come online through a Sandbox → Testing → Production ladder: you watch everything in a simulated inbox, then real sends go only to your own test inbox, and nothing reaches a customer until you flip Production.

5. 5

   Monitor and grow

   You watch leads, referrals, NPS scores, and reporting populate in real time. The Schedule forecast shows every send before it happens — up to 60 days out — and any AI-drafted outreach waits for your one-click approval.

From there, Semres runs continuously. No daily intervention required.