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I will liondesk wise agent automation resimpli idx website follow up boss integration
Real Estate CRM and AI Automation Expert
Sam is a CRM & Automation Specialist with over 5 years of experience helping businesses streamline operations, manage leads, and automate repetitive tasks. He specializes in Salesforce, Pipedrive, Bit...
About this Gig
LOOKING FOR A REAL ESTATE CRM EXPERT TO SET UP LIONDESK, WISE AGENT, RESIMPLI, IDX WEBSITE & FOLLOW UP BOSS?
Hello and welcome!
I'm Matt, a Real Estate CRM & Automation Specialist with over 5 years of experience helping real estate professionals automate lead generation, client follow-ups, and transaction management.
I specialize in LionDesk, Wise Agent, Resimpli, IDX websites, and Follow Up Boss, creating customized CRM systems and automation that capture leads, nurture prospects, and increase conversions. Whether you're a realtor, broker, wholesaler, investor, or property manager, I'll help you build a streamlined system that saves time and closes more deals.
MY SERVICES
- CRM Account Setup
- Wise Agent automation
- Drip Campaign
- IDX website Integration
- Lead Capture Form
- Sales Pipeline
- Email & SMS follow-up automation
- Appointment scheduling
- Data Migration
- Property Inquiry Workflows
- Calendar Integration
- Zapier & API integration
- Dashboard Customization
- CRM optimization & support
Message me today and let's build a real estate automation system that generates more leads and closes more deals!
Software:
LionDesk
Industry:
Real estate
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Software
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Insurance
FAQ
Which real estate CRM platforms do you specialize in?
I specialize in LionDesk, Wise Agent, Resimpli, Follow Up Boss, KVCore, Lofty CRM, BoldTrail, Propertybase, Real Geeks, REI Reply, GoHighLevel, and many other real estate CRM platforms.
Can you integrate my IDX website with my CRM?
Yes. I can connect your IDX website with your CRM to automatically capture new leads, assign them to pipelines, trigger follow-up campaigns, and notify your team in real time.
Can you automate buyer and seller follow-ups?
Absolutely. I can create automated email and SMS campaigns, lead nurturing sequences, appointment reminders, property alerts, and task assignments to ensure every lead is followed up consistently.
Can you migrate my contacts from another CRM?
Yes. I can securely migrate contacts, leads, notes, opportunities, custom fields, and pipelines while preserving your existing data structure.
Can you customize the CRM for my real estate workflow?
Yes. I'll tailor your CRM with custom pipelines, buyer and seller journeys, transaction stages, automations, dashboards, and reporting to fit your business model.
What do you need to get started?
I'll need access to your CRM platform(s), your IDX website (if applicable), details of your sales process, and any automations or integrations you'd like to implement.
