Structure without the noise. A powerful CRM foundation, built just for real estate agents.
CRM that thinks ahead, follows up for you, and builds your confidence.
Simplify
If you're juggling showings, follow-ups, listings, buyers, and a mile-long to-do list — you're not alone. Most agents rely on memory and hustle to stay in the game. But what if your system could think ahead for you? Through Helpful Home Guide, I offer a flat-fee, done-for-you CRM setup designed to bring clarity, consistency, and calm to your business. Built on Zoho CRM and customized for your unique flow, this system becomes the brain outside your brain.
Custom-Built
What's Included:
One personalized Zoho CRM system configured for real estate
Dual pipelines: one for Buyers, one for Listings
Stage-specific tracking and custom fields
Smart views and dashboards for clarity at a glance
"Next Touch Date" automation to keep you on track daily
Preloaded email templates and workflows
Initial workflows tailored to your process
Canvas layout with Personal, Home Info, and Task tabs
Demo data to help you learn by doing
Your existing contacts uploaded and mapped for you
Two 90-minute sessions to guide, teach, and tailor
Bonus 60-minute session after one month of use
Confidence
This system is designed to create daily clarity and long-term trust in your process. You’ll start each day with a clear plan, knowing exactly what needs to be done and when. You’ll finally be able to let go of the mental tabs and lean on your system to carry the load.
Wake up knowing exactly what to do
Trust that no lead or past client will fall through the cracks
Feel proud of the follow-up experience you’re delivering
Enjoy more mental space to connect, close, and recharge
Get Started
Pricing: $600 flat fee
Book a no obligation discovery call to see if the system is a fit — or skip straight to setup and get your intake form today.
Why Helpful Home Guide?
Helpful Home Guide is the tools-and-systems arm of Define Your Light — my strategic consultancy for business clarity and growth. I’ve helped entrepreneurs and agents build calm from chaos by combining the right tech with emotionally intuitive design. This is CRM made human.
Still Have Questions? Check out some commonly asked questions below or send me a note at erin@helpfulhomeguide.com
Common FAQs:
What if I’ve never used a CRM before? No problem — I guide you every step of the way.
Do I have to use Zoho? Yes — this setup is built specifically on Zoho CRM.
Will I need to keep paying for anything after setup? Just Zoho’s monthly fee. Most clients find the lowest-cost plan ($140/year) covers everything they need. I’m not affiliated with Zoho — I just find it the most practical and affordable option for real estate agents.
Can you import my existing contacts? Yes — contact upload is included in every setup. I’ll clean and organize your list so your CRM starts off strong.
What if I get stuck later? You’ll leave our sessions confident and ready to use your CRM. If you want added support later, I offer hourly, monthly, or retainer options for further automation, customizations, or even strategy and accountability.