I will setup real estate crm follow up boss wise agent revolve boldlead activepipe cinc
An Expert In real Estate CRM Software Management And Setup
About this Gig
I Will Set Up Your Real Estate CRM, Wise Agent, Revolve, BoldLeads, ActivePipe, CINC
Hello!! Valued Buyer,
It's Awesome to have you here, I know Running a real estate business is busy chasing leads, setting appointments, sending follow-ups, That's where I come in
I help real estate agents and teams set up their real estate CRM systems like FollowUpBoss, Wise Agent, Revolve, BoldLeads, ActivePipe, and CINC so you can save time and focus on selling.
What I Can Help You With:
- Setting up your real estate CRM from scratch
- Adding pipelines and smart stages
- Importing contacts and organizing lead
- Setting automated texts, emails & reminders
- Connecting your forms, website, and calendar
- Building smart followup systems
- Team access, tags, and contact notes
Who This Is For:
- New agents who need help getting started
- Teams needing a clean setup
- Busy pros who want to automate followups
- Anyone using, Wise Agent, Revolve, BoldLeads, ActivePipe, or CINC
Drop Your Message Now So We Can be In Contact And Help You With Your Real estate Setup!!!!
Software:
Podio
Industry:
Marketing & advertising
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Real estate
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Software
FAQ
Which CRMs do you support in this gig?
I specialize in setting up Follow Up Boss, Wise Agent, Revolve, BoldLeads, ActivePipe, and CINC CRM. If you're not sure which is right for you, I can help you decide.
What do I need to provide before you start?
Just give me access to your CRM account (or login credentials) and tell me what you want done — like importing leads, setting stages, or automations.
Can you import leads from a spreadsheet?
Yes! I can import your leads from Excel, CSV, or Google Sheets. Just make sure your data is clean and organized.
Will you automate follow-ups for me?
Yes! In the Standard and Premium packages, I’ll set up automated follow-up sequences using email, SMS, or tasks (based on what the CRM supports).
Do you work with teams or just individual agents?
I work with both. Whether you’re a solo agent or a growing real estate team, I can customize your CRM to fit your workflow.
Can you help me connect forms or websites to my CRM?
Yes, in the Premium package. I can connect lead capture forms, landing pages, or websites to your CRM for seamless lead flow.
What if I don’t know how to use the CRM after setup?
No problem! I can create a simple video walkthrough or provide a step-by-step guide so you feel confident using your CRM.
How long does setup take?
Basic setups are done in 1 day, Standard in 2–3 days, and Premium in 4–5 days depending on complexity.
Will my data be safe?
Yes, your data is 100% safe with me. I treat all client information as strictly confidential and never share or store it beyond the project.
Can I request changes after delivery?
Absolutely. Each package includes free revisions. If something doesn’t look right or you want a change, I’ll fix it right away.

