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$
USD
I will build a CRM for real estate investors and contractors
The CRM Expert
5.0
5.0
About this gig
Stop losing deals due to missed follow-ups and messy processes.
I build powerful Podio CRM systems for real estate investors & contractors to capture leads, automate workflows, and manage projects in one place.
Struggling to track leads, jobs, or client communication? I create custom systems for:
Real estate investors
Contractors
Inspectors
Capture every lead automatically
Automate follow-ups (SMS/Email)
Track deals, jobs & inspections
Improve team coordination
What You Get
Basic CRM Foundation
Client management, job tracking, contractor database & workflow setup. Fully customizable.
Standard Automation System
Lead capture, calling/SMS integration, report generation, web forms & secure access control.
Premium Full Automation
Estimates + e-sign, project tracking, task automation, team/vendor coordination, client updates & material ordering.
Why Choose Me
9+ years experience
Preferred Podio Partner
Real estate & contractor expertise
Requirements
Podio account
Third-party tools (if required)
Clear business workflow / requirements
Message me before ordering to discuss your requirements.
Get to know The CRM Expert
The CRM Expert
Your Go To CRM Expert specializing on Podio, Zapier, Workflows, Monday
- FromIndia
- Member sinceAug 2017
- Avg. response time1 hour
- Last deliveryabout 7 hours
Languages
English
Hi, I’m Maya — a CRM Consultant with 8+ years of experience helping 400+ clients design, build, and scale CRM systems. I specialize in CRM setup, workflow automation, pipelines, reporting, and integrations across Podio, GoHighLevel, Monday.com, and custom systems. I focus on process first, tool second — building systems that match how your business operates and scale with growth.
If your CRM feels messy, manual, or limiting, I’ll help you fix, streamline, and automate it into a system that actually works for your team, improves efficiency, and drives better results.
My Portfolio
Other Software Development Services I Offer
FAQ
Do I need a Podio account before ordering ?
Yes, you’ll need a Podio account. If you don’t have one, I can guide you through the setup.
Can you customize the CRM for my business ?
Absolutely. Every system is built based on your specific workflow, whether you're an investor, contractor, or inspector.
Do you integrate calling and messaging tools ?
Yes, I can integrate tools like Smrtphone.io, CallRail, Vumber, SMS, and email automation for seamless communication.
Can you upgrade or fix my existing Podio system ?
Yes, I can audit, optimize, or rebuild your current setup for better performance.
Do you provide support after delivery ?
Yes, I provide guidance and support to ensure everything runs smoothly after setup.
What do you need to get started ?
I’ll need access to your Podio account, details of your workflow, and any tools you want integrated.
Do I need third-party tools ?
Only if required (e.g., Smrtphone.io, CallRail, RightSignature). I’ll recommend the best options based on your needs.
How long does the setup take ?
Timelines depend on the complexity, but I’ll provide a clear estimate before starting.
Is my data secure and will I own the system and source setup after delivery ?
Yes, I implement role-based access to ensure data privacy and controlled visibility. Yes, you will have full ownership of the Podio setup, workflows, and structure created for your business. Everything is built directly in in your account, giving you complete control and long-term flexibility.
Reviews
7 reviews for this Gig
| (7) | ||
| (0) | ||
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
F fccaustion
United States
Great to work with. Extremely responsive and understood the desired end product with very little input/guidance.
$200-$400
Price
2 weeks
Duration
Helpful?J jaythomason771
Repeat Client
United States
Maya consistently provides a high level of insight into any Podio integration we bring to her. Her knowledge and ability build an efficient product is impressive.
Up to $50
Price
6 days
Duration
S 
Seller's Response
Helpful?M 
mrskhamphasouk
Repeat Client
United States
Maya is very professional and knowledgeable.
Helpful?P purecon
Repeat Client
United States
Very easy to work with, will continue to develop this project and others.
S Seller's Response
Helpful?Z zachhfc
Repeat Client
United States
Always done well and quickly!
S Seller's Response
Helpful?
Reviews
7 reviews for this Gig
| (7) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
F fccaustion
United States
Great to work with. Extremely responsive and understood the desired end product with very little input/guidance.
$200-$400
Price
2 weeks
Duration
Helpful?J jaythomason771
Repeat Client
United States
Maya consistently provides a high level of insight into any Podio integration we bring to her. Her knowledge and ability build an efficient product is impressive.
Up to $50
Price
6 days
Duration
S Seller's Response
Helpful?M mrskhamphasouk
Repeat Client
United States
Maya is very professional and knowledgeable.
Helpful?P purecon
Repeat Client
United States
Very easy to work with, will continue to develop this project and others.
S Seller's Response
Helpful?Z zachhfc
Repeat Client
United States
Always done well and quickly!
S Seller's Response
Helpful?
