I will setup real estate crm podio batchleads resimpli popstream privy chime boldtrail
About this Gig
Are you struggling to manage leads, automate follow-ups, or organize your real estate pipeline?
I help real estate investors and agents set up high-performing CRM systems using Podio, BatchLeads, Resimpli, Popstream, Privy, Chime, and BoldTrail so you can close deals faster with less effort.
What I Offer:
- Full CRM setup for real estate acquisition & disposition
- Automation workflows (follow-ups, reminders, tagging)
- Lead import, cleanup & list organization
- Buyer & seller pipeline setup
- BatchLeads/Privy comping & data mapping
- Resimpli/Podio workflow customization
- Chime & BoldTrail marketing setup
- Integrations with Zapier, REI tools, email & SMS
- Dashboard, KPIs & performance tracking
Why Work With Me?
- Real estate CRM specialist
- Clean, professional, deal-focused workflow setups
- Fast delivery & clear communication
- Automation-driven to save time & boost conversions
- 100% tailored CRM to your investing strategy
Ready to upgrade your real estate system?
Click Order Now or Message Me and lets build a CRM that closes more deals for you.
Software:
Podio
Industry:
Data analytics
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Marketing & advertising
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Real estate
Other Software Management Services I Offer
FAQ
Which real estate systems do you work with?
I work with Podio, BatchLeads, Resimpli, Popstream, Privy, Chime, and BoldTrail — from setup to full automation.
Can you build a complete acquisition and disposition pipeline?
Yes. I create structured pipelines for seller leads, buyer leads, follow-ups, appointments, and deal closing.
Do you set up automation workflows?
Absolutely. I build follow-up reminders, lead assignment, tagging, notifications, SMS/email sequences, and task automations.
Can you import and clean my existing leads?
Yes. I clean, format, and import data from spreadsheets, CRMs, skip-trace lists, and marketing platforms.
Can you integrate multiple real estate tools together?
Yes! I integrate CRMs with BatchLeads, Privy, Chime, skip tracing tools, marketing systems, and Zapier/Make.
Do you set up KPIs or dashboards?
Yes. I create dashboards to track leads, appointments, deals, revenue, marketing ROI, and pipeline performance.
Can you customize the CRM around my business model?
Definitely. I tailor everything to whether you wholesale, flip, buy-and-hold, or run agent-based operations.
Will my team be able to use this easily?
Yes. I set up clean workflows and provide documentation or guidance so your team can start using it immediately.
Do you provide ongoing support?
Yes. I offer ongoing optimization, automation upgrades, and troubleshooting as needed.
Why should I choose you for my CRM setup?
I specialize in real estate systems, build clean and efficient workflows, automate heavy tasks, and deliver a CRM that helps you close more deals with less effort.

