I will set up and optimize your follow up boss real estate CRM

Canada

I speak English

2 orders completed

Scale Selling, Real Estate Websites, CRM and Automation

Scale Selling: real estate websites and lead systems that actually sell. I'm Rose Magro, Director of Operations for a busy real estate team, with 15 years in the industry and a B.Sc. in Mathematical ...
About this Gig

Your Follow Up Boss account is only as good as the system behind it. Scale Selling builds follow-up systems your whole team can actually run, so no lead slips through the cracks.


Every build is custom, so we start with a CRM Strategy Session. We'll meet for 60 minutes to review your CRM, lead sources and follow-up. Then I'll send you a written plan and a fixed quote. Your session fee is credited toward your build.


What we can set up:

  • New Follow Up Boss setup, or a full clean-up of an existing account
  • Smart lists, stages and saved views that match how you sell
  • Action plans and automations for speed-to-lead and long-term nurture
  • Lead routing, ponds and team or agent assignment
  • Integrations with your dialer, website, IDX, lead sources and portals
  • Email and text templates that actually get replies
  • Full data exports (contacts, lists, notes and history) and CRM migrations


I specialize in real estate teams and have spent 15 years running the systems behind busy agents.


Order your session and I'll message you to book a time.

Software:

Other

Industry:

Business services & consulting