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I will setup keller williams kw command crm wise agent real geeks lofty skyslope zapier
About this Gig
I WILL SETUP KW COMMAND WISE AGENT REAL GEEKS LOFTY SKYSLOPE OR KLEAP CRM
Sruggling with scattered contacts, missed follow-ups, or a confusing CRM setup?
I help real estate agents, teams, and investors organize their contacts and streamline their workflows through CRM setup, lead routing, and automation.
I work with Keller Williams KW Command, Wise Agent, Real Geeks, Lofty, SkySlope, and Keap, with services tailored to your selected platform and business needs.
MY SERVICES INCLUDES:
- CRM account setup
- Lead routing & distribution
- Drip campaign automation
- IDX feed configuration
- AI assistant training (Lofty)
- Database cleanup
- Contact categorization
- Transaction management setup
- KPI dashboard setup
- Direct mail list management
- Zapier/API integrations
- Custom workflow automation
Whether you need a basic account setup or a more advanced workflow, I will configure and test the agreed features to match your requirements.
Each package covers one platform. Features depend on your subscription and available integrations. Software subscriptions and third-party fees are not included.
Message me before ordering so we can confirm your platform, requirements, and the right package.
Software:
ZAP
FAQ
Which real estate platforms do you work with?
I offer setup and configuration for KW Command, Wise Agent, Real Geeks, Lofty, SkySlope, and Keap. Please message me with your platform and requirements before ordering.
What do you need to get started?
I need your platform name, a list of tasks, your preferred workflow, and any contact files or email content required. Where available, please provide a user invitation rather than sharing your password.
Which package should I choose?
Choose Basic for account setup and contact import, Standard for lead routing and follow-up automation, or Premium for migration, a supported integration, advanced workflows, and dashboard setup.
Can you import or migrate my existing contacts?
Yes. Basic includes up to 100 contacts, Standard up to 500, and Premium up to 1,000. Please send an organized CSV file or a sample of your data so I can confirm the scope.
Can you fix or improve my existing CRM?
Yes, I can review your current setup and help with agreed configuration or workflow issues. Message me before ordering so I can assess the work and recommend a suitable package.
Can you automate lead routing and follow-up?
Yes. Standard and Premium cover the agreed lead-routing and follow-up workflows, subject to the features available in your platform and subscription.
Can you connect my CRM to other tools?
Premium includes one supported integration. Please share the tools you want to connect before ordering. Custom API development is not included unless separately agreed.
Are software subscriptions and usage fees included?
No. CRM subscriptions, paid integrations, email or SMS usage, and other third-party charges are your responsibility.
Do you provide email copy for drip campaigns?
You provide the email content, and I configure the campaign within the agreed package limits. Copywriting is not included unless we agree on it separately.
Do you provide training or ongoing account management?
Premium includes a recorded handover walkthrough. Live training, ongoing account management, and additional changes are not included unless separately agreed.
