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I will setup podio investorfuse resimpli propstream reipro skip genie freedomsoft
CRM Setup Workflow Automation Healthcare Systems Optimization
I specialize in setting up and optimizing CRM and healthcare systems to help businesses streamline operations, automate workflows, and improve performance.
With experience across platforms like HubSp...
About this Gig
Hello Amazing Buyer,
If your real estate leads are scattered, your follow-ups are manual, and your deals are slipping through the cracks your system is costing you money.
Most investors use tools like Podio, InvestorFuse, REsimpli, PropStream, REIPro, Skip Genie, and FreedomSoft
But still struggle with:
- Disorganized lead management
- Missed follow-ups and delayed responses
- No clear deal pipeline
- Manual processes that slow down growth
Thats not a tool issue its a system issue.
I build complete real estate CRM & automation systems that capture, organize, and follow up with your leads automatically.
Your business runs on a structured pipeline where every lead is tracked, nurtured, and moved toward closing.
WHAT I CAN BUILD FOR YOU
- CRM setup for real estate investors
- Lead management pipeline (lead nurture deal close)
- Custom fields, tags, and segmentation
- Automated follow-up systems (email & SMS)
- Task automation and deal tracking
- Integration with lead sources (PropStream, Skip tracing tools, forms)
- Investor-friendly dashboards & reporting
️ BEFORE YOU ORDER:
Every business has a different workflow.
Please message me first to discuss your requirements.
FAQ
What do you need to get started?
I’ll need your business goal (wholesaling, flipping, rentals, etc.), your preferred CRM/platform, and access to your account. If you’re using lead sources or automation tools, I may also need access to those.
Which platforms do you work with?
I work with top real estate investor tools including Podio, InvestorFuse, REsimpli, REIPro, FreedomSoft, as well as lead tools like PropStream and Skip Genie.
Can you build a complete deal pipeline for my business?
Yes. I will create a structured pipeline from lead capture → follow-up → negotiation → closing, so every deal is tracked and managed efficiently.
Do you set up automation (email/SMS follow-ups)?
Yes. I can set up automated email and SMS follow-ups so every lead is contacted instantly and nurtured without manual effort.
Can you integrate my lead sources into the CRM?
Absolutely. I can connect your lead sources (PropStream, forms, skip tracing tools, etc.) so all leads flow directly into your CRM automatically.
Will my leads be organized and easy to manage?
Yes. I test all setups and Yes. I structure your system with tags, filters, and stages so you can easily track, manage, and prioritize your leads.workflows to ensure everything works properly before delivery.
Can you customize the CRM based on my workflow?
Yes. Every setup is tailored to your specific business model, whether you are wholesaling, flipping, or managing rentals.
Do you provide dashboards or reporting?
Yes. I can create dashboards to track your leads, deals, and performance metrics in a clear and simple way.
