From database hygiene to commission tracking — your dedicated ERS VA keeps your CRM clean, your records accurate, and your operations running without the daily grind.
CRM & Operations Support is a direct service. Your ERS VA works hands-on inside your CRM and operations stack — updating contacts, tracking referrals, managing files, and keeping your commission and activity records accurate — so your team always has reliable data to work from.
✓ Core CRM tasks covered in every ERS plan · Train us into more and we grow with youEvery task below is handled by your dedicated ERS VA — included in all plans, no add-ons required.
Keeping your CRM contacts current and complete — updating profiles, tagging leads, logging interactions, and ensuring your database is always a reliable source of truth for your team.
Organizing and maintaining transaction files across your systems — documents stored correctly, named consistently, and easy to locate when your team or brokerage needs them.
Logging and tracking referrals from partners, past clients, and vendors — so your team always knows where business is coming from and no relationship falls through the cracks.
Tracking commissions across active and closed transactions — amounts, splits, and disbursement status logged accurately so your leadership always has a clear financial picture.
Capturing and logging call notes, meeting summaries, follow-up actions, and client interactions in your CRM — so nothing is missed and your team picks up every conversation in full context.
From onboarding to a clean, fully managed CRM — your VA is up and running in days, not weeks.
We assess your current CRM setup and operations workflow — identifying gaps, inconsistencies, and where time is being wasted.
Your dedicated VA is matched from our trained team and onboarded to your CRM, naming conventions, and operations processes.
Your VA takes over daily CRM and operations tasks — train them into more as your business grows and your needs evolve.
Add hours or VAs as your team and transaction volume grows — no new contracts, no ramp-up delays.
CRM & Operations Support is a direct, hands-on service. Your ERS VA logs in to your CRM, updates records, tracks commissions and referrals, and manages files as a full extension of your operations team — no middleman, no delays, no data going stale.
Join 50+ real estate teams who trust ERS to keep their CRM clean and their operations running — so leadership can focus on growth, not admin.
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“ERS allows my admin team to work on the most dollar productive activities. Operations are more efficient as they can focus on their most important tasks. They are quick to learn and implement our systems and suggest tweaks to make the process more efficient. They have the experience background to step in quickly and get the job done. We are very pleased with ERS!”
Brian Reed
Team Leader/Broker
Ryan & Brian Real Estate Team
“So I can tell the difference in the temperature of the team and the stress level, and see them enjoying hitting their goals. I can see a huge difference in that. To me that's not something you can measure on paper … that's a HUGE thing.”
Kristi Huff
Operations Manager
Limbird Real Estate Group
“I love the fact that it’s a source that we can keep adding different tasks to…and they are familiar with our business. And LOVE the fact that you can video your request and they can follow the directions that way. It has saved us lots of time in tracking and in our accountability and then opening up doors for activities myself and my admin can think about that someone else can do so we can continue to grow our business.”
Melissa Thompson
Owner, Melissa Thompson Team
Learn more about our services by filling out this form.
ERS values your privacy and is dedicated to safeguarding any personal and sensitive information provided through this form.
Learn more about our services by filling out this form.
ERS values your privacy and is dedicated to safeguarding any personal and sensitive information provided through this form.
Learn more about our services by filling out this form.
ERS values your privacy and is dedicated to safeguarding any personal and sensitive information provided through this form.
