Settling In Concierge vs CRM Buddy

Make Moving Simple with Settling In Concierge Moving can be overwhelming, but it doesn’t have to be. Settling In Concierge is your FREE personal moving assistant—designed to help you transition into your new home smoothly, efficiently, and stress-free. Whether you’re relocating across town or across the country, our U.S.-based team works one-on-one with you to handle the time-consuming tasks that come with moving. From utility connections to coordinating moving services, we’ve got you covered—all in one convenient mobile app. What We Do: Utility & Service Set-Up We handle setting up or transferring your electric, gas, water, internet, cable, and home security services—so you don’t have to spend hours on the phone or researching providers. Exclusive Discounts & Offers Access our discount portal with exclusive deals on home services, moving trucks, packing supplies, furniture, smart home technology, and more—branded specifically for you by your referring partner. Licensed Moving Support Get quotes from licensed and insured moving companies or enjoy up to 20% off rental trucks. We’ll help you compare options and book the right service. Change of Address Assistance We'll guide you through USPS change-of-address, DMV updates, and local registration requirements so you don’t miss important mail or notices. Insurance Quotes Compare renters and homeowners insurance from multiple providers to make sure you’re getting the best protection at the best rate. Home Security Setup Secure your home with our preferred partners and enjoy exclusive deals—often with free equipment and installation. Client Rewards When you activate select services through us, you may be eligible for a reward valued up to $300—just for making your move easier. Why Choose Settling In Concierge? • 100% Free to Use – no hidden fees • No client data sold or shared – your privacy is our priority • Dedicated U.S.-based Concierge Team • Simple, easy-to-use mobile app experience • Trusted by top real estate agents, property managers, mortgage professionals, and moving companies nationwide We’re not just another moving checklist—we’re a real team helping real people move smarter. Settling In Concierge is your personalized partner in relocation, and we’re here to support you every step of the way. How It Works: Download the app Log in using your mobile number Schedule a free consultation with your dedicated concierge Let us take care of the rest

Real estate agents: stop typing into your CRM. Say it once - CRM Buddy does the rest. How it works: Speak it: "Just met John at my open house. His number is 701-646-1212 and he wants to list his condo at 843 Park Ave. Add him in my database with the seller and hot tags, make a $500k listing opp for him and remind me to call him tomorrow at 9:30." CRM Buddy does it: saves the contact, creates the opportunity, schedules the call - one message. You see it: instantly synced to your CRM. What you can do by voice: • Capture notes, create/update contacts and opportunities • Assign tasks and schedule follow-ups • Search contacts and opportunities • Coming soon: Ask "Who are my hot leads?" or "What's on my schedule today?" Built for real estate: • Accurate multi-action natural language - do up to 5 things in one command • Mobile-first speed - manage your pipeline hands-free, on the go • Works with your existing CRM workflow CRM Compatibility: • Supports major real estate CRM platforms • Two-way sync keeps your data current • Secure credential storage Privacy and security: • Encrypted in transit and at rest • We do not sell your data • Your CRM credentials stay encrypted Getting started: 1. Connect your CRM account 2. Sync your contacts and opportunities 3. Start talking - CRM Buddy does the rest Support: • support@crmbuddy.io • crmbuddy.io/help CRM Buddy - Talk. Done.