Browse categories
Explore
Fiverr Pro
English
$
USD
I will setup real estate CRM follow up boss lofty wise agent ixact contact top producer
CRM Automation Expert HubSpot GoHighLevel Jobber Zoho Zapier Integration
Hi, I’m David, founder of AlphaWalker. I help businesses streamline operations with CRM setup, workflow automation, sales funnels, and construction and real estate software management. My goal is to s...
About this Gig
Setup Real Estate CRM, Follow up Boss, Lofty CRM, Wise Agent, Ixact Contact Top Producer.
Are you a real estate agent, team, or brokerage struggling to keep leads organized and follow up consistently?
I can help you set up and optimize your real estate CRM using platforms such as F ollow Up Boss, Lofty, Wise Agent, IXACT Contact, and Top Producer.
Ill organize your CRM around your actual sales process so you can manage leads, contacts, prospects, appointments, tasks, and f ollow-ups more efficiently.
My real estate CRM services include:
- Follow Up Boss setup and customization
- Lofty CRM setup and configuration
- Wise Agent CRM setup
- IXACT Contact setup
- Top Producer CRM setup
- Lead and contact organization
- Buyer and seller pipeline setup
- Lead source tracking
- Custom fields and tags
- Smart lists and segmentation
- Automated email and SMS follow-ups
- Lead nurturing campaigns
- Drip campaigns and action plans
- Task and appointment reminders
- New lead routing and notifications
- Website and lead form integration
- Calendar and communication workflows
- CRM data import and cleanup
- Zapier/Make automation where applicable
Send me your current CRM and workflow, and Ill help you build the right setup.
Software:
Lofty
FAQ
Which real estate CRMs do you work with?
I work with Follow Up Boss, Lofty, Wise Agent, IXACT Contact, and Top Producer, along with other real estate CRM platforms.
Can you set up my CRM from scratch?
Yes. I can configure your contacts, pipelines, tags, custom fields, tasks, lead sources, action plans, and follow-up workflows based on your business process.
Can you import my existing leads and contacts?
Yes. I can help organize and import existing CRM data while keeping your contacts properly structured and categorized.
Can you create automated lead follow-up?
Yes. I can set up appropriate email, SMS, task, reminder, and nurturing workflows supported by your CRM and connected tools.
Can you create buyer and seller pipelines?
Yes. I can organize separate workflows for buyers, sellers, prospects, active clients, appointments, and other stages relevant to your real estate process.
Can you connect my website or lead forms to the CRM?
Yes, where supported. I can help connect lead forms, websites, calendars, and other lead sources to your CRM using native integrations, Zapier, Make, or other available connection methods.
Can you clean up my existing CRM?
Yes. I can help remove duplicates, organize contacts, standardize fields, apply tags, and improve your CRM structure.
Can you automate lead assignment for my team?
Yes. Where supported, I can configure lead routing, notifications, task assignment, and team workflows.
What do you need to get started?
I’ll need access to your CRM, details about your current lead process, your preferred follow-up workflow, and information about any platforms you want connected.
