I will do real geeks sierra interactive CRM idx website lead capture email automation
Real Estate CRM IDX Website and Lead Automation Expert
About this Gig
Are you using Real Geeks or Sierra Interactive but struggling with missed leads, incorrect CRM routing, incomplete IDX data, or follow-up emails that never reach the right prospects?
I help real estate agents, teams, and brokerages build a reliable CRM and IDX lead management system that captures website inquiries, organizes lead data, assigns prospects correctly, and starts the right email follow-up automatically.
Service I Offer includes:
- IDX lead capture
- CRM configuration
- Lead source mapping
- Lead tagging
- Agent assignment
- Lead routing
- Email automation
- Drip sequences
- Follow-up triggers
- Form integration
- Workflow testing
- Zapier connections
- Email integration
- CRM audit
- Setup documentation
Platforms I work with:
Real Geeks · Sierra Interactive · IDX · MLS · Zapier · Gmail · Outlook · Google Workspace · Facebook Lead Ads · Google Ads · WordPress · GoHighLevel · Follow Up Boss · HubSpot · Salesforce · Mailchimp · ActiveCampaign · Twilio · Calendly · Typeform
SELECT A PACKAGE TO START IMMEDIATELY OR MESSAGE ME FOR A CUSTOM QUOTE.
Software:
Lofty
FAQ
Who needs Real Geeks or Sierra Interactive CRM setup?
Real estate teams lose leads when IDX forms, CRM fields, routing, and follow-up are disconnected. Result: I connect the core lead path so inquiries enter the CRM correctly, receive the right follow-up, and are easier for agents to track. before your handoff.
Can you connect my IDX website to Real Geeks or Sierra CRM?
IDX visitors submit forms but lead data can miss the CRM or arrive without useful source details. Result: I configure capture points, field mapping, tags, routing, and test submissions so new leads reach the correct CRM record. for your team. before go-live.
Can you build email automation for new real estate leads?
Problem: New buyer and seller leads may receive late or inconsistent follow-up after an IDX registration. Result: I build email workflows with triggers, timing, tags, and test cases so leads enter the intended nurture sequence after capture. for your daily lead flow.
Can you set up lead routing and CRM tags?
Problem: Teams can waste time when leads enter the wrong agent queue or lack useful source and intent tags. Result: I configure routing rules, status fields, tags, and assignment logic so each captured lead reaches the intended workflow. for your team. before launch.
Do you integrate Zapier, email, and lead sources?
Problem: Leads from Facebook, forms, email, or other sources may sit outside your CRM or require manual entry. Result: I connect supported tools, map lead data, set triggers, test transfers, and document the workflow for easier maintenance. with clear workflow notes.
Will you test the website, CRM, and automated emails?
A workflow can look correct in settings but fail when a real visitor submits an IDX form. Result: I run test leads through capture, CRM creation, notifications, tags, routing, and email steps, then report what passed and what needs attention. before go-live.

