I will setup real estate crm podio boldtrial lofty resimpli boomtown realgeeks cinc crm
An Expert In real Estate CRM Software Management And Setup
About this Gig
Real Estate CRM Podio, BoldTrail, Lofty, REsimpli, BoomTown, Real Geeks, CINC CRM
Hello Awesome Buyer,
It's a pleasure to have you here, I'm a friendly and professional freelancer who loves helping real estate pros like you get the most out of your real estate CRM. Let me do the setup while you focus on closing deals!
I will professionally set up your real estate CRM like Podio, BoldTrail, Lofty, REsimpli, BoomTown, Real Geeks, or CINC CRM with leads organizing, follow up faster, and close more deals? so everything runs smooth and saves you time.
What I will do for you:
- Full setup of your real estate CRM
- Automations, tasks & pipeline setup
- Lead form connection & integrations
- Custom workflows for your team
- Import of contacts, buyers & sellers
- Mobile access and alerts setup
Whether you're using Podio, BoldTrail, Lofty, REsimpli, BoomTown, Real Geeks, or CINC CRM, I've worked with them all and know how to get the best out of your system.
Message Me Now And Let's Get Started!!!
Software:
Podio
Industry:
Data analytics
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Marketing & advertising
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Software
FAQ
What is a real estate CRM and why do I need one?
A real estate CRM helps you manage leads, automate follow-ups, organize deals, and close more sales. It's essential if you want to save time and scale your business.
Which CRMs do you support?
I work with Podio, BoldTrail, Lofty, REsimpli, BoomTown, Real Geeks, and CINC CRM. If you're not sure which one you need, feel free to ask — I can guide you.
What do you need from me to get started?
All I need is access to your CRM account and a short list of what you'd like done (like contacts to import, how many pipelines, etc.).
Can you help me choose the right CRM for my business?
Yes! If you're not sure which real estate CRM to use, I can recommend one based on your needs, whether you're a solo agent or a full team.
Can you import my leads or contacts into the CRM?
Yes! I can import your leads from Excel, CSV, or Google Sheets depending on the CRM. Just send me your list.
Do you offer CRM automation setup?
Absolutely. In the Standard and Premium packages, I create automations like lead follow-ups, reminders, and task triggers.
Can you integrate email or SMS into my CRM?
Yes, if the CRM supports it. In most Premium setups, I can connect your email or SMS for better follow-ups and notifications.
Is my data safe with you?
Yes. I treat your business data with complete confidentiality and never share or misuse any information.
Can you train me or my team on how to use the CRM?
Yes! I can create a simple training video or give a live demo (depending on the package). Just let me know what works best for you.
What if I need support after the delivery?
I’m always here to help. You’ll get free support for a few days after delivery, and you can message me anytime for future help or upgrades.

