Assist+ CRM

Directions Website Contact the business

Assist is the CRM for the boutique brokerage. Every agent gets their own account, with their own pipeline, link in bio, forms, and landing page builder.

10/30/2026

Before every demo, we ask a brokerage for your contact info and four questions: what CRM you use now and what’s frustrating about it, what made you interested in Assist, whether you’re an agent, brokerage owner, or team account, and how you heard about us.

Our sales manager and customer success lead read your answers before the call, so the demo starts from your situation, not a generic tour. Come with your frustrations. We’ll come prepared. Start with the form, link in bio.

10/28/2026

Nobody wants to be the agent who asks how the CRM works in front of everyone. So the questions go to a private text, or they never get asked, and the tool sits there.

Our rollout is built to make asking normal. Every agent builds the same first thing together, live, and tests it before the call ends. Curious how a first session like that runs? Book a demo, link in bio.

10/26/2026

Tomorrow, Assist Academy is back. Every month, a member shows how they run their business in Assist, and this month’s host is Priscilla Fitzpatrick | Winter Garden & Orlando, Florida Realtor

We’re more than a CRM. Assist Academy is a live session for Assist customers every month. Book a demo and see what’s waiting after you sign. Link in bio.

10/23/2026

Before you pick a CRM for your brokerage, ask every vendor these five questions:
1. Who runs onboarding and what happens after the training ends?
2. What does each agent actually get behind their login?
3. Can existing contacts can come in?
4. How many of your current tools could it replace?
5. Does it fit how your agents already work?

Bring them to a demo and we’ll answer every one. Link in bio to chat!

10/21/2026

Plenty of rollouts skip the part after the training, when nobody checks on adoption until it’s too late to fix.

Swipe through what we look at about a week after a brokerage goes live, and what happens next. Book a demo to see if this is the right fit for your team! Link in bio.

10/19/2026

Brokerage owners rated their CRMs about 3.7 stars in 2023 and about 3.2 a year later.

A rating tells you how leaders feel about a CRM. Fit and onboarding decide whether agents ever open it.

Tell us what your current CRM gets wrong, and we’ll show you what we’d do differently. Book a demo, link in bio.

10/16/2026

Your best agent probably won’t tell you the CRM is getting in her way. She’ll build a spreadsheet, keep it updated on top of everything else, and carry it quietly until she’s tired of carrying it.

A system is rarely the only reason an agent leaves. But a boutique brokerage runs on how supported your team feels, and the tools you hand them are part of that.

Tell us what her spreadsheet tracks, and we’ll show you where it lives in Assist. Book a demo today!

10/12/2026

Every agent you recruit is comparing you to somewhere else. Culture and support come up first, but the tools you hand them are part of the answer too.

Picture telling a new agent they get their own account, with their own pipeline, link in bio, and landing page builder, and that their follow-up emails go out on their own.

That’s what taking care of your agents looks like. Be the brokerage agents are proud to be part of.

10/09/2026

Your agents won’t open the CRM. They’ll text you instead. An agent who can’t find a lead, a how-to question about a follow-up email, a nudge to please log the new contact.

Somewhere along the way you became the help desk for a CRM you didn’t build.

Onboarding and ongoing training with Assist come from our customer success team, so that job doesn’t have to be yours.

10/07/2026

Agents! Would you introduce us to your broker?

We'll pay you for the intro. Comment below for details!

Address

Sheridan, WY

Website

http://Theassistcrm.com/

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