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English
$
USD
I will do followup boss lead distribution kvcore lofty rei reply ghl virtual assistant
Mark
About this gig
Your CRM should keep every lead, client, and follow up accounted for.
I configure CRM systems around the way your business handles inquiries, manages contacts, tracks opportunities, and moves clients through each stage of the process.
For real estate agents, investors, agencies, and legal practices, I can help organize your existing system, configure workflows, and connect the tools your team relies on.
I can setup:
- Follow Up Boss CRM configuration
- Lofty and kvCORE setup
- Real Geeks CRM configuration
- REsimpli for real estate investors
- GoHighLevel CRM and workflow automation
- Clio practice management setup
- Contact and pipeline organization
- Lead assignment and follow-up workflows
- CRM data import and field mapping
- Task reminders and notifications
- Forms and supported integrations
- Workflow troubleshooting and optimization
- Virtual assistant workflow organization
You get a setup based on your actual business process, not a collection of disconnected features. I focus on clear record organization, practical workflows, and a system your team can maintain after delivery.
You bring the business process. I'll help put the right system behind it.
Message me before ordering with your platform..
Get to know Mark
Mark
You Bring the Idea, I Make It Work
- FromNigeria
- Member sinceDec 2024
- Avg. response time1 hour
Languages
English
I'm Mark, I build CRM systems, automations, AI workflows, and business applications that are built to be used, not just configured.
From CRM implementation and lead management to AI agents, integrations, databases, and no-code applications, I turn complex business processes into practical systems.
CRM | Automation | AI Agents | Integrations | No-Code Systems
Have a process that's messy, manual, or taking too much time? Bring it to me. Let's build it properly.
FAQ
I use REsimpli for investing. Can you organize my leads and deals?
Yes. I can help configure the relevant contact records, lead stages, deal tracking, and supported workflow features according to your requirements.
Can you configure Clio for my law practice?
Yes. I can assist with supported Clio configuration involving contacts, matters, tasks, and administrative workflows. I'll confirm your requirements and access permissions first.
Do you provide ongoing virtual assistant services too?
I can help organize repeatable administrative workflows and define a separate scope for ongoing support. Regular data entry, inbox management, and daily follow-up services should be agreed separately from a one-time CRM setup.
How will I know the setup is ready to use?
I'll test the agreed configuration using suitable sample records, verify the included workflows, and provide a clear handover of the completed setup.
