Inside VerityPath CRM: Start With Clarity
A calm, clear automation system—for agents who serve with integrity.
What Slows Down Most Agents
🧩 Scattered Tools, No System
You're juggling calendars, forms, and follow-ups in five different places.
When everything depends on your memory or your inbox, leads fall through the cracks and time gets wasted.
📉 Leads Go Cold—And You Don’t Know Why
You have conversations that seem promising, but without a follow-up plan, momentum fades.
No emails go out.
No forms get sent.
No next step is clear—and they quietly disappear.
⏱️ Manual Everything, No Breathing Room
Reminders, confirmations, scheduling, sending PDFs—it’s all on you.
There’s no automation working behind the scenes, which means more effort and less energy for what matters most: serving clients.
Take a Look Inside
I didn’t wait until I had 20 years in the business—I built this system before day one so I could start organized, confident, and client-ready.
In this short demo, I’ll walk you through how VerityPath CRM simplifies scheduling, follow-up, and pipeline tracking—so nothing falls through the cracks.
You don’t need to duct tape your business together anymore.
Built by an Agent, for Agents
Every feature is designed to simplify, not complicate.
🗓️ Smart Appointment Flows
Pre-built calendar types with automated reminders, confirmations, and follow-up—all linked to pipeline triggers.
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What your clients see when booking an appointment with you.
📬 Nurture Sequences That Make You Look Good
Set-and-forget emails that educate, encourage, and convert leads after each touchpoint.
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What you see when every step—email, task, and next move—is already mapped out.
📊 Pipeline Clarity
Easily move leads from “Booked” to “Closed” with visual tracking—and trigger the right action at the right time.
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What you see when your pipeline shows you exactly who needs what—at a glance.
📊 KPI Dashboard + Track & Attack Tools
See key metrics at a glance—from appointment types to production points—so you can take focused action fast.
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Track what matters—appointments, points, and momentum—without spreadsheets.
📁 Custom Forms + Client Data Hub
Send financial intake forms automatically and store everything in one place—so you're always prepared.
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What you see when intake forms flow into your system automatically.
Frequently Asked Questions
Q1: I’m not tech-savvy. Will I be able to use this?
A: Absolutely. This CRM was designed for agents—not IT pros. The layout is clean, the workflows are prebuilt, and I walk you through how to use it step by step. You’ll go from overwhelmed to organized faster than you think.
Q2: What if I already use paper tracking or spreadsheets?
A: That’s exactly who this was built for. Instead of juggling tools and lists, this CRM automates follow-up, tracks appointments, and organizes everything in one place. You don’t have to change how you think—just where you track.
Q3: What are the options for getting started?
A: You’ll have two paths:
Test Drive Access – $47/month
Try the full CRM under the VerityPath brand for up to 120 days. You’ll plug into my exact workflows, use my branding, and get started fast. When you're ready, you can upgrade to...
Full CRM Ownership – $97/month
Get your own branded system, email templates, calendar, forms, and backend access—plus my help with setup and ongoing support.
Both options are built to grow with you.
Q4: What’s the difference between the two options?
A: The Test Drive lets you run under my CRM and branding (great for new agents). The Full Ownership plan gives you your own CRM location with your brand, settings, and long-term access. You can start with Test Drive and upgrade anytime.
Q5: How do I get access?
A: Join the waitlist using the link below. There's no obligation. I’ll be onboarding a limited number of agents at a time to ensure high support and smooth setup. Once your spot opens, I’ll email you next steps.
Q6: Can I customize the emails, forms, and branding?
A: Yes if you get the Full Ownership option. You’ll get my exact templates and workflows, but you can customize the look, tone, and links to match your brand. If you’re not branded yet, I can guide you through those first steps too.
It's free to sign up and no obligation!
Ready to see what a CRM built by an agent can really do?
I’m opening up a limited number of early access spots. Join the waitlist to get first access, setup support, and launch bonuses as soon as we go live.
You’ll only hear from me when it matters—no spam, no pressure.
