Streamline Your Operations
With TeamPROPEL, enjoy efficient processes and more time for clients.
Enhance Client Satisfaction
TeamPROPEL ensures timely communication and smooth transactions.
Grow Your Business Leverage
TeamPROPEL's support to focus on expanding your client base.
How Helps?
Missing Out on Potential Leads?
Let TeamPROPEL manage your CRM—
so no opportunity slips through the cracks.
Lead Management & CRM Support
● Input and update leads in CRM systems
● Track lead interactions and follow-ups
● Segment leads for targeted outreach
Bank and Credit Card Reconciliation
● Regularly reconcile bank and credit card statements with internal records.
● Identify and rectify discrepancies promptly.
Appointment Scheduling & Calendar Management
● Coordinate showings and meetings
● Manage calendar and send reminders
Tax Preparation Assistance
● Organize and prepare financial data required for tax filings.
● Collaborate with accountants to ensure compliance with tax regulations.
MLS & Listing Management
● Create and update property listings
● Upload photos, videos, and virtual tours
General Ledger Maintenance
● Update and maintain the general ledger with all financial transactions.
● Ensure the ledger reflects accurate and up-to-date financial information.
How It Works
We Learn Your Needs. You Gain a Team. Together, We Propel Forward.
Step 2: Meet Your Dream Team
In just a few days, our Placement Specialists team will present 1–3 top candidates matched to your needs—with skill summaries, sample work, and even intro videos. You can interview them yourself or let us handle the matching. Either way, we’ve got your back.
Step 3: Onboarding & Training
Once you choose your VA, we jump in together! Our Client Success Team makes onboarding smooth and collaborative—we'll help your VA get plugged into your systems, coordinate the right tools for communication, and walk you both through expectations and training so you're aligned from day one
Step 1: Let's Talk – Discovery Call
Every great partnership starts with a conversation. We’ll hop on a 15–30 minute call to understand your business goals, challenges, and the type of support you need. Together, we’ll shape the vision for your ideal virtual assistant.
With everything set up, it's go-time! We officially launch your engagement and continue walking alongside you. Expect regular check-ins, performance reviews, and real-time support. Whether you’re scaling up or fine-tuning, we’re here to make sure you always get the most value from your virtual team.