How it works

Connected carefully. Then visible every day.

We configure the CRM connection and sending controls with your team. You can inspect the schedule before messages reach customers.

  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

    Configure delivery

    Set up drips, partner lifecycle, realtor prospecting, referrals, surveys, and review requests. Test delivery before enabling production. Semres also starts drafting your monthly SEO blog guides for you to review and approve.

  5. 5

    Monitor and follow up

    Review leads, referrals, survey scores, delivery logs, and scheduled messages. Address failed deliveries and customer replies from the portal.

Your team stays in control of what sends, when it sends, and what needs a reply.

See where Semres fits.

Walk through the CRM connection, customer messages, and partner workflows with our team.

Book a demoSend us a message