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I will set up and automate your real estate CRM
About this Gig
Is your real estate CRM messy, difficult to manage, or leaving leads without a clear process?
I help real estate agents, teams, brokers, and investors build organized CRM systems that make lead management simpler and more efficient.
I can help with:
CRM setup & customization
Lead import, cleanup & organization
Pipelines, stages & tags
Lead routing & assignment
Email & SMS campaigns
Drip campaigns & lead nurturing
Workflow automation
Lead reactivation
CRM migration & troubleshooting
IDX/MLS-related integrations
Zapier, Make & third-party integrations
I work with platforms such as Follow Up Boss, Lofty, BoldTrail, kvCORE and GoHighLevel, depending on your project.
I don't just configure software. I look at how leads enter your business, where your process breaks down, and what your CRM needs to accomplish.
Whether you're starting from scratch, cleaning up an existing CRM, migrating platforms, or building automation, I'll help create a practical system around your workflow.
Send me your CRM platform and tell me what you need fixed or built.
Software:
Lofty
Industry:
Real estate
FAQ
Which real estate CRMs do you work with?
I can work with platforms such as Follow Up Boss, Lofty, BoldTrail, kvCORE, and GoHighLevel, depending on your project requirements.
Can you set up CRM automation and lead follow-up?
Yes. I can build workflows for lead routing, email/SMS follow-up, nurturing, tasks, reminders, and other repetitive processes your CRM supports.
Can you fix or clean up my existing CRM?
Yes. I can organize contacts, pipelines, tags, fields, workflows, and other CRM elements that are messy, incomplete, or not working as expected.
Can you migrate my leads from another CRM?
Yes. I can help organize and migrate contacts, fields, tags, and relevant data. Please message me first for larger or complex migrations so I can confirm the scope.
