I will setup freshsales capsule less annoying CRM dynamics 365 ylopo resimpli realvolve

obadaree

Nigeria

I speak English

CRM Expert

Real estate CRM specialist helping agents and teams stop losing leads. I fix broken automations, speed-to-lead routing, and AI follow-up in BoldTrail (kvCORE), Follow Up Boss, Lofty, Sierra Interactiv...
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About this Gig

Are you looking to organize your contacts, manage leads, automate follow-ups, and streamline your real estate or business operations?


I will help configure your CRM to match your workflow, improve contact organization, and simplify daily customer management.


MY SERVICES

  • CRM Setup and Customization
  • Contact Import and Deduplication
  • Pipeline and Deal Stage Setup
  • Tags, Filters, and Smart Lists
  • Sales Workflow Automation
  • Email Templates and Follow-Up Sequences
  • Lead Assignment and Tracking
  • Custom Fields and Contact Segmentation
  • Dashboard and Report Configuration
  • CRM Data Cleanup and Migration
  • Real Estate Lead Management
  • Investor CRM Organization


PLATFORMS

Freshsales | Capsule CRM | Less Annoying CRM | Microsoft Dynamics 365 | Ylopo | REsimpli | Realvolve


I focus on practical CRM configurations that help keep your records organized and your workflows consistent. Features and integrations depend on the selected platform and subscription.


Please contact me before ordering to discuss your requirements and confirm the project scope.

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setup freshsales capsule less annoying CRM dynamics 365 ylopo resimpli realvolve
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Software:

HubSpot

Industry:

Real estate

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Software

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