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I will brivity cinc sierra interactive resimpli real geeks CRM cleanup, lead follow up
About this Gig
REAL ESTATE CRM MANAGEMENT THAT KEEPS YOUR LEADS ORGANIZED
Are buyer, seller or investor contacts scattered across your CRM? I help agents, brokers and investors keep records accurate and follow-ups on track.
I support Brivity, CINC, Sierra Interactive, BoldTrail, kvCORE, Podi,o Propertybase, Realvolve, Zapier, Esimpli and Real Geeks with:
- Contact entry, updates, tagging and segmentation
- Duplicate checks and database cleanup
- Lead source, status and pipeline updates
- Notes and activity logging
- Follow-up tasks, reminders and approved email/SMS follow-ups
- Buyer, seller, investor and property record organization
- Appointment and calendar updates
- Listing and transaction status tracking
- Document and file organization
- Spreadsheet updates and data imports
- Routine CRM maintenance and data checks
- Activity summaries and basic reports
Expect careful data handling, clear communication and work to your instructions. I access only accounts and records you authorize. Messages use your approved templates and contact permissions. No promises of leads, sales or conversions.
Want a cleaner CRM, consistent follow-up and smoother daily operations? ORDER NOW or message me with your platform and
Software:
LionDesk
Industry:
Marketing & advertising
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Real estate
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Software
Other Software Management Services I Offer
FAQ
Q1. Which real estate CRM platforms do you work with?
I provide CRM management and administrative support for Brivity, CINC, Sierra Interactive, REsimpli and Real Geeks. Please contact me before ordering to confirm that your requested tasks are supported by your platform and subscription.
Q2. What services are included in your real estate CRM management?
My services include contact organization, database cleanup, duplicate removal, lead tagging, pipeline updates, data entry, follow-up task management, appointment updates and basic activity reporting.
Q3. Can you manage existing leads and follow up with potential clients?
Yes. I can organize existing leads, update their statuses and perform approved email or SMS follow-ups using your provided templates and contact instructions. All communication must be authorized by you.
Q4. Do I need an existing CRM account before placing an order?
Yes. You should have an active CRM account with the necessary permissions. I work within your existing workspace and do not provide CRM subscriptions or software licenses.
Q5. Can you handle large databases or ongoing CRM management?
Yes. I can assist with larger contact databases and recurring administrative tasks. Please message me with your CRM platform, estimated contact volume and task requirements so we can agree on the appropriate package.
