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$
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I will build monday CRM automation for real estate acquisition tracking
Axus
About this gig
How many seller leads go cold because the next follow-up was never assigned?
How often do offers, documents or due-diligence tasks disappear across spreadsheets and inboxes?
I will build a monday.com CRM that moves property-acquisition opportunities from seller enquiry to qualification, offer, due diligence and closing. Each stage can assign the right owner, create tasks, trigger reminders and keep property details connected to the deal.
Your setup may include:
Seller-lead intake and qualification
Property and contact records
Acquisition pipeline and offer stages
Follow-up reminders and ownership rules
Due-diligence and closing checklists
Deal dashboards and stalled-opportunity alerts
Google Forms, Sheets, Drive, Gmail, Slack, Make, n8n or Zapier integrations
I map your process, configure the agreed boards and test every trigger with sample records. Human approval stays in place for seller messages, offers and AI-assisted steps.
This service does not provide property valuation, legal due diligence, investment advice, MLS access or accounting.
Message me before ordering with your team size, monday.com plan, current pipeline and where deals stall.
Get to know Axus
Axus
Mondaycom CRM and Workflow Automation Specialist
- FromUnited Kingdom
- Member sinceAug 2026
- Avg. response time1 hour
Languages
English, Spanish, German
I help construction companies and service businesses turn monday.com into a practical CRM and project operations system. I design lead pipelines, automated follow-ups, task assignments, dashboards, notifications, forms, and integrations with tools like Make, n8n, Gmail, Google Sheets, and APIs. My process starts with your real workflow, so the system is clear, scalable, and easy for your team to use—from first inquiry to won deal and project handoff.
FAQ
Do I need a monday.com account?
Yes. You provide the account and appropriate collaborator access. Available features depend on your monday.com plan.
Which real-estate businesses is this for?
Property investors, land buyers, house-buying companies and acquisition teams. It is not designed as a general property-management system.
Can you connect my lead forms or advertising sources?
Yes, where a supported integration or approved automation route is available.
Do you perform property valuation or legal due diligence?
No. I configure the workflow that tracks your team’s supplied tasks, documents and decisions.
Can contacts and properties be tracked separately?
Yes. Seller, contact, property and opportunity records can be connected without placing everything on one board.
