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I will set up zoho hubspot resimpli pipedrive follow up boss lofty CRM boldtrail podio
CRM Architecture, Marketing Automation and Workflow Specialist
Welcome! I am a CRM Architect and Automation Specialist dedicated to transforming operational chaos into streamlined revenue engines. I help businesses eliminate tedious manual tasks, build high-conve...
About this Gig
Struggling to navigate your CRM? Whether you are battling the new REsimpli 6.0 update, setting up Follow Up Boss, scaling with HubSpot or Zoho, or organizing your pipelines in Pipedrive, Lofty, BoldTrail, & Podio, I'm your go-to expert.
A poorly optimized CRM leads to lost leads, broken automation, and massive manual data entry headaches. I specialize in turning complex software interfaces into clean, fully automated sales and operations systems built around your specific business model.
What I can do for you:
- Real Estate Specialists (REsimpli, Follow Up Boss, Lofty, BoldTrail, Podio): Rebuild broken lead flows, fix tracking boards, set up dialers/SMS, and align your wholesaling or agent pipelines.
- Sales & Operations (HubSpot, Zoho, Pipedrive): Customize enterprise-grade pipelines, set up lead forms, map clean contact properties, and build deal-stage logic.
- Clean Data Migration: Safely clean and transfer your historical leads, communication logs, and notes from spreadsheets or old CRMs without losing data.
- Advanced Automation: Eliminate manual admin work by building seamless integrations, autoresponders, and webhook connections.
Click Contact Me right now to share your system.
Software:
Zoho
Industry:
Business services & consulting
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Real estate
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Software
My Portfolio
FAQ
Which CRM do you recommend most for my business type?
If you are in real estate wholesaling/investing, tools like REsimpli, Podio, or Follow Up Boss work best. For general B2B sales or scaling agencies, HubSpot, Zoho, or Pipedrive are highly efficient. Message me, and we can discuss the best fit for your team.
Can you fix workflow issues caused by recent CRM updates (like REsimpli 6.0)?
Yes! I can step in to identify broken triggers, rebuild missing pipelines, map disconnected custom data fields, and help you get back to tracking KPIs seamlessly.
Do I need to have my account credentials ready before ordering?
Yes. To work on your system, I will need access. I highly recommend creating a temporary staff, team member, or admin login for me, which you can easily deactivate once our contract is complete.
Do you handle data cleaning before migrating into a new system?
Yes, I do. If you have an unorganized Excel or CSV sheet, I will format the columns, ensure formatting matches your new CRM's properties, and execute a clean data import.
Can you integrate these platforms with external tools like Zapier or Make?
Absolutely. If a CRM lacks a native integration for your dialer, website, or marketing forms, I can set up custom webhooks and third-party automation to connect them perfectly.
