I will setup liondesk wise agent CRM database email campaigns and follow up system
Real Estate CRM Setup Automation and Lead Management Expert
About this Gig
Are LionDesk or Wise Agent leaving you with missed folloow ups, disorganized contacts, or email campaigns that are difficult to manage?
I help real estate agents, brokers, teams, and brokerages organize CRM databases, build lead pipelines, create email campaigns, and set up followw-up systems for your lead flow.
SERVICE I OFFER:
- Real Estate CRM Setup
- Contact Database Import
- Lead Tagging & Organization
- Sales Pipeline Configuration
- Automated Lead Routing
- Buyer Lead Management
- Seller Lead Management
- Email Campaign Setup
- Drip Campaign Automation
- Fol loww-Up Task Setup
- CRM Task Automation
- Contact Database Cleanup
- Lead Segmentation Setup
- CRM Workflow Audit
- CRM Setup Documentation
Platforms I work with:
LionDesk · Wise Agent · Follow Up Boss · Lofty · BoldTrail · KW Command · CINC · Real Geeks · Sierra Interactive · GoHighLevel · kvCORE · Chime · Top Producer · HubSpot · Salesforce · Zoho CRM · Zapier · Make · Gmail · Outlook · Mailchimp · Calendly
Tell me your CRM, lead sources, and I'll build the system around your workflow.
SELECT A PACKAGE TO START IMMEDIATELY OR MESSAGE ME FOR A CUSTOM QUOTE.
Software:
LionDesk
Industry:
Retail & wholesale
FAQ
Who needs LionDesk or Wise Agent CRM setup?
I help agents, teams, brokers and brokerages organize CRM records, pipelines, tasks, and campaigns so leads are easier to manage and follow up well.
Can you organize my LionDesk or Wise Agent database?
I can import and organize your database, map fields, apply tags, and arrange records so buyer/seller leads are easier to find and manage each day better!
Can you create email campaigns and follow-up sequences?
I can create email campaigns, triggers, drip sequences, and follow-up tasks in LionDesk or Wise Agent so each lead receives the right emails on schedule each day.
Can you create separate buyer and seller follow-up systems?
I can create separate lead groups, tags, email campaigns, task sequences, and pipeline stages for buyers and sellers so each prospect enters the right follow-up path as needed.
Can you organize my CRM pipeline and lead tags?
Can you organize my CRM pipeline and lead tags?Your CRM may have contacts but no clear pipeline, tags, or activity structure. Result: I can organize LionDesk or Wise Agent into practical stages, contact groups, custom fields, tasks, and follow-up steps so you can see where each lead stands clearly.
Can you audit my existing email campaigns?
I can review LionDesk or Wise Agent campaigns, test the follow-up path, identify setup gaps, and provide a report with practical workflow fixes today.
Can you connect my lead sources to LionDesk or Wise Agent?
Your real estate leads may come from websites, forms, ads, or referrals and require different follow-up actions. Result: I can connect tools, map lead sources, assign tags, and create email or task workflows so each source enters the right CRM process today.

