I will setup buildium appfolio doorloop monday property management crm automation

Nigeria

I speak English, French, Spanish, German

CRM AUTOMATION SPECIALIST

Hi, I’m Sophie, a CRM Automation Specialist helping businesses simplify their sales and customer management processes. I help solve common challenges like missed follow ups, disorganized leads, manual...
About this Gig

PROPERTY MANAGEMENT CRM AUTOMATION & WORKFLOW SETUP


Hello and welcome!


Managing properties becomes much easier when your CRM, tenant processes, leads, tasks, and follow ups are properly organized.


I help property managers configure practical CRM systems and automated workflows using Buildium, AppFolio, DoorLoop, and Monday.com, tailored to their operational needs.


What I can help with:


  • Property, unit & tenant workflow setup
  • Lead and inquiry tracking
  • Tenant onboarding workflows
  • Leasing and application processes
  • Automated follow-ups and reminders
  • Maintenance request workflows
  • Task and team management
  • Custom fields, statuses & pipelines
  • Email and notification automation
  • CRM integrations and data organization
  • Workflow cleanup and optimization
  • Operational tracking and dashboards


Whether you're starting with a new system or improving an existing setup, I focus on creating a structured workflow that reduces repetitive work and keeps your property management operations organized.


Let's build a cleaner, more connected and efficient CRM workflow for your business.



Software:

Monday

Industry:

Business services & consulting

•

Construction

•

Software