Realtors, if you have more than 200 people in your CRM

Get AI to clean up your CRM.

Wake the dead in your database. This week's 10 calls, already picked.

CRM Clean-Up is a Claude plugin that goes through your CRM with you, sorts every contact into the right segment, and hands you up to 10 people to call this week, each with a real reason. There's probably a deal in there you forgot about.

Works with any CRM: Follow Up Boss, Lofty, BoldTrail/kvCORE, Sierra, even a spreadsheet
Nothing changes without your yes, and every change can be undone
Up to 10 people to call this week, each with a real reason

$47CAD, one-time

AI as a helper, never the one talking to your clients. It never sends a message. You approve every change and make every call.

Secure checkout by Stripe

Skyleigh McCallum · 8× Icon Agent · 425 homes sold · Still selling

Fix the namesBatch 1 · 20 contacts · backup saved first

Now		Will be
MARK CHEN	→	Mark Chen
Patel, Priya	→	Priya Patel
tom baker	→	Tom Baker
SMITH, JANE	→	Jane Smith

Waiting for your yes. Nothing changes until you say so, and every change is logged so it can be undone.

Sound familiar?

Your CRM became a glorified address book. Turn it back into a pipeline.

I've switched CRMs more times than I want to admit, and every time the mess got bigger. So I built a Claude plugin that sorts it out and tells you who to call this week.

What agents say about their CRM

“Most real estate agents use their CRM as little more than a glorified address book.”
An agent on r/realtors
“a CRM you don't update is just an expensive contact list, and that's most of what people are paying for.”
An agent on r/realtors
“It exhausts me and I feel beholden to it.”
An agent on r/realtors
“I've probably lost hundreds of thousands of dollars from not being consistent with my follow up.”
An agent on r/realtors

Who it's for

For the agent who abandoned their past clients and knows it.

“the realtor that sold us the home was great, I'd use her to sell, but I honestly don't even know her name anymore lol”

A homeowner on r/realtors

“This is now the third past buyer client just this summer that I've found out sold with someone else and then bought with that same agent.”

An agent on r/realtors

It's for you if

You have past clients and old leads you haven't talked to in way too long.
You know there are deals sitting in your CRM and you want to find them.
Your CRM is full of people you forgot were even in there.

It's not for you if

You want it all done without you. You see every change and say yes to each batch.
You want something that makes the calls for you. The calls are still yours.

How it works

You type “clean up my CRM.” Claude walks you through it.

1
A backup, then a snapshot
Claude saves a copy of all your contacts first. Then you see how many you have, who has a phone or email, and when you last really talked to people.
2
Find the mess
Duplicates, broken names, notification records, and other agents, lenders and vendors mixed in with your clients. Nothing changes yet.
3
Fix it 20 at a time
No more “Dear {user name}.” You see each batch of fixes and say yes. Every change is logged, so it can be undone.
4
Start with the people already in your phone
Lost deals to follow-up? Optional: it checks your email and texts for people you've been talking to and shows you where it found each one.
5
Sort everyone into a segment
New, Hot, Warm, Lukewarm, SOI / Past Client or Long-Term Nurture, and tagged to match.
6
Your call list for this week
Up to 10 people with a real reason to call now. A monthly health check keeps it clean.

Never sends a message to anyone
Never asks for your password
Needs a paid Claude plan and the desktop app

What agents say

Agents I've coached, in their words

★★★★★

Skyleigh has this rare ability to simplify what feels overwhelming and turn it into clear, actionable steps.

Stephanie Guillaume · Google review

★★★★★

She has a unique ability to take any challenge, whether in business or personally, break it down, and create a clear, workable plan that gets you moving forward.

Caitlyn Vollman · Google review

★★★★★

She was helpful, informative, responsive, and provided tools and strategies that helped me take my real estate business to the next level.

Nathalie Cantone · Google review

Questions

Will it work with my CRM?

Yes. Follow Up Boss, Lofty, BoldTrail/kvCORE, Sierra, even a spreadsheet. Claude gets in through an export file, a connector or your browser, and you sign in yourself.

Could it mess up my CRM?

It's built to be careful. It saves a backup before it changes anything, fixes things 20 at a time only after your yes, and logs every change so it can be undone. It never deletes a contact unless you ask.

Do I need Claude?

Yes. CRM Clean-Up is a Claude plugin, so you need a paid Claude plan and the Claude desktop app.

Where do I get it after I buy?

Inside Elevation Real Estate HQ, my free Skool community. You get an invite by email right after you order.

Stop feeling beholden to your CRM

Open it. Call your 10. Close it.

$47CAD, one-time

AI as a helper, never the one talking to your clients. It never sends a message. You approve every change and make every call.

Secure checkout by Stripe

CRM Clean-Up is confirmed. Your Skool invite is on its way to your email.

✓CRM Clean-Up
2Courses
3Campaigns
4Access

Wait, before you go

Your CRM is sorted. Now give your buyers and sellers a way to learn how you work.

The Buyer and Seller Courses are short video lessons you send your clients through their purchase or sale. Nine for buyers, seven for sellers, plus my Video Script Library.

Add to your order

$97 CAD, one-time

It goes on the card you just used.

Why this comes right after CRM Clean-Up

CRM Clean-Up hands you a list of who to call this week. The harder part comes after the call, when a buyer has a dozen questions about how subjects work, or a seller wants to know what happens once they sign.

Most of us end up answering the same questions over and over, one client at a time. These courses answer them for you. Your client watches a short lesson, comes back understanding the process, and the trust lands on you because you walked them through it.

The Buyer CourseNine short video lessons you send your buyers through their purchase.
The Seller CourseSeven short video lessons you send your sellers through their sale.
My Video Script Library19 scripts, so you know exactly what to say when you hit record.
Right next to CRM Clean-UpIt all lives in my free Skool community.

$97 CAD, one-time

Your order is confirmed. Your Skool invite is on its way to your email.

✓CRM Clean-Up
✓Courses
3Campaigns
4Access

One last thing before you make those calls

You have the list. Here's exactly what to send each of them.

This is where most of us stall. You know who to reach out to, but not how to do it without sounding needy after so long. The Campaign Vault is every text, email and call from my own business, written for the segments you just sorted, with the day each one goes out, plus the Campaign Installer that loads them into your CRM for you.

[Ad B video: the Campaign Vault explainer, 16:9 with captions, goes here]

Add to your order

$297 CAD, one-time

It goes on the card you just used.

Most leads aren't lost to another agent. They're lost to silence.

You're super on it for the first few days. Then a deal gets messy, a listing launches, the kids get sick, and the leads you worked so hard for go quiet. Not because you don't care, but because nothing was holding the follow-up while you were busy.

Day 3You've called twice. They haven't called back.
Day 40You can't remember what you said to them last.
Month 7They're ready. They call whoever kept showing up.

It runs on the segments you just sorted

CRM Clean-Up just put your contacts into New, Hot, Warm, Lukewarm, SOI / Past Client and Long-Term Nurture. My campaigns run on those same segments. Every new lead starts in the same place, and on day 15 their timeline decides where they go next.

Day 1 to 14Every new lead
The First 14 Days13 touches across call, text, email and video
Hot0 to 30 days
Hot LeadsMy daily playbook
Warm30 to 90 days
Warm Nurture11 touches over about 3 months
Lukewarm90 to 180 days, or no reply
Lukewarm Nurture13 touches over 6 months
Long-term6 months or more
Long-Term Nurture9 touches a year, then it repeats

Plus the layering lesson, where I walk you through which campaign a lead goes into, when they move, and how the Buyer and Seller Courses run on top without anything clashing.

Every touch, written outEvery call, text and email word for word, each ending with a question that gets them talking. Every [bracket] is a spot for your details.
The exact day each one goes outTexts and emails go in your drip, calls go on your task list.
The Campaign InstallerA Claude plugin, just like CRM Clean-Up. It loads the campaigns into your CRM one at a time with your yes, and leaves the start trigger off until you're ready. Tested on Follow Up Boss; on other CRMs it gives you a build sheet.

Plus 10 more campaigns, as my gift to you

New leads

New Lead Hello · Open House Follow-Up

Listings and deals

CMA Follow-Up · Accepted Offer to Keys 1 (Subjects) · Accepted Offer to Keys 2 (Firm to Keys)

After closing

Just Closed: The First Year · Past Clients: Year Two and On · Birthday

Referrals

Referral Source Check-In · Realtor Referral Partners

What I'd planned to charge

I was planning to sell these campaigns for $500 or more before AI came along, and then I never got them finished. Now they're done, and on this page they're $297.

$297 CAD, one-time

Get AI to clean up your CRM.

Your CRM became a glorified address book. Turn it back into a pipeline.

For the agent who abandoned their past clients and knows it.

It's for you if

It's not for you if

You type “clean up my CRM.” Claude walks you through it.

A backup, then a snapshot

Find the mess

Fix it 20 at a time

Start with the people already in your phone

Sort everyone into a segment

Your call list for this week

Agents I've coached, in their words

Questions

Open it. Call your 10. Close it.

Your CRM is sorted. Now give your buyers and sellers a way to learn how you work.

Why this comes right after CRM Clean-Up

You have the list. Here's exactly what to send each of them.

Most leads aren't lost to another agent. They're lost to silence.

It runs on the segments you just sorted

Plus 10 more campaigns, as my gift to you

New leads

Listings and deals

After closing

Referrals

What I'd planned to charge

Here's how to get your CRM Clean-Up.