Browse categories
Explore
Fiverr Pro
English
$
USD
I will build real estate CRM lead routing and assignment automation
About this Gig
A new real estate lead comes in.
Someone needs to receive it. Someone needs to follow up. And it needs to happen without you checking messages, spreadsheets or your CRM every few minutes.
That is where I come in.
I build real estate CRM lead routing and assignment systems that automatically move new leads to the right agent based on the rules your business actually uses.
Whether you are working with Follow Up Boss, Lofty CRM, BoldTrail, kvCORE or another supported CRM, I can help you organize the process from lead arrival to agent assignment.
Here is what I can build for you:
- Round robin lead assignment
- Lead source based routing
- Location based routing
- Agent and team assignment
- Backup routing
- CRM tags and status updates
- Agent notifications
- Lead follow up tasks
- Website and form lead connection
- Testing and workflow
The goal is simple: when a lead comes in, the right person knows about it and knows what to do next.
I will look at it with you and recommend the simplest way to improve it.
Contact me now or place your order and let's get your lead routing working properly.
Software:
Lofty
Industry:
Nonprofit
•
Real estate
•
Travel & tourism
My Portfolio
FAQ
Can you work with Lofty CRM?
Yes. Lofty provides official lead routing and assignment functionality, so I can work with supported Lofty routing requirements
Can you build lead routing in Follow Up Boss?
Yes. I can build lead routing workflows around Follow Up Boss, including assignment rules, tags, tasks, notifications and Action Plans where appropriate.
Can you automate real estate lead assignment?
Yes. I can automatically assign new real estate leads based on your team structure, lead source, location, price range or other agreed rules.
Can you set up round robin lead routing?
Yes. I can build round robin lead assignment so new leads are distributed across your selected agents.
Can you route leads by location?
Yes. Leads can be routed according to locations such as cities, counties, ZIP codes or other geographic rules supported by your CRM.
Can you route leads by lead source?
Yes. Website, Facebook, forms, advertising campaigns and other lead sources can be connected to different routing rules where the source provides the required integration access.
Can you connect my website leads to my CRM?
Yes. I can connect supported forms, websites and lead sources so new enquiries can enter the appropriate CRM workflow. Follow Up Boss, for example, supports new contact and website event triggers through its Make integration
Can you notify the agent when a new lead arrives?
Yes. Depending on the tools you use, I can add agent notifications alongside the CRM assignment and follow up process.
Can you fix my existing lead routing?
Absolutely. If your current CRM routing is sending leads to the wrong agents, creating duplicates or leaving enquiries unassigned, I can review the workflow and help fix it.
