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I will do slack follow up boss lofty crm realgeeks kvcore gohighlevel rei reply dubsado
CRM MANAGEMENT AND AUTOMATION EXPERT
Hi, I'm Heritage, a CRM, Automation & Digital Solutions Expert dedicated to helping businesses streamline operations and scale efficiently. I specialize in CRM implementation, AI automation, workflow ...
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
About this Gig
Whether you're a real estate agent, broker, team, investor, wholesaler, or property management company, I'll build a powerful CRM system that keeps your leads organized, automates repetitive tasks, and helps you stay focused on selling not chasing paperwork.
I specialize in setting up and optimizing Lofty CRM, Follow Up Boss, Slack, Real Geeks, kvCORE, GoHighLevel, REI Reply, and Dubsado, creating systems that improve lead nurturing, client communication, appointment scheduling, and transaction.
What You'll Get:
- CRM Setup & Configuration
- Sales Pipeline Setup
- Automations between Slack and Follow Up Boss for efficient lead management
- Lead Capture Integration
- Lead Routing & Assignment
- Contact Management
- Smart Lists & Segmentation
- Email Automation
- SMS Automation
- Drip Campaign Setup
- AI Workflow Automation
- Task & Reminder Automation
- Landing Page & Form Integration
- IDX & Website Integration
- Zapier, Make & API Integrations
- CRM Migration & Data Import
- Dashboard & Reporting
- Custom Fields & Tags
- Ongoing CRM Optimization
Ready to take your business to the next level? Send me a message, Let's discuss!!
Software:
Dubsado
My Portfolio
FAQ
Why choose your services?
Years of experience ensure reliability, clear communication, and cost-efficiency, making me your ideal partner for seamless CRM management and automation setup
Can you handle tasks for different industries?
Absolutely! My expertise extends across various industries, tailoring my services to meet the unique needs of each.
Do you work on other platforms too?
Yes — I also work on Close Io, Housecall Pro, Notion, Lofty, Salesforce, Asana, Twillo, suitedash, Freshsales, one crm, agile crm, Klaviyo, Zendesk, Keap, Engagebay, Less annoying CRM, Jobnimbus, Workiz, Roofr
Can you connect Lofty CRM to my website or lead sources?
Yes, I can integrate your Lofty CRM with your website, landing pages & other lead generation platforms for seamless lead flow.
