
Joseph c.
Real Estate CRM BoldTrail REI Reply
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Portfolio
Work experience
SaaSflow
Self-employed • 6 yrs 4 mos
GoHighLevel (GHL) Expert | Sales Funnel & CRM Automation Specialist
Jun 2023 - Present • 3 yrs 2 mos
As a dedicated GoHighLevel (GHL) Expert, I specialize in building high-converting digital systems that help businesses automate their marketing, manage leads, and increase revenue. Over the past few years, I have worked with startups, agencies, and service-based businesses to design and implement complete CRM automation solutions using GoHighLevel. My expertise includes creating responsive GoHighLevel websites, landing pages, and fully optimized sales funnels that are tailored to client goals. I have successfully integrated booking systems such as SaaS expert, calendars, and payment gateways to streamline customer journeys and improve conversion rates. I have developed advanced automation workflows, including email marketing campaigns, SMS automation, pipeline management, and lead nurturing sequences. These systems help businesses reduce manual work, improve customer engagement, and close more deals efficiently. One of my key achievements includes helping multiple clients increase their lead conversion rate by over 40% through optimized funnel design and automation strategies. I have also built white-label GHL systems for marketing agencies, enabling them to scale their operations and manage multiple clients from a single dashboard. Additionally, I provide CRM setup, SaaS mode configuration, snapshot creation, and ongoing support to ensure clients get maximum value from GoHighLevel. My focus is always on delivering results-driven solutions that align with business objectives while maintaining a seamless user experience.
GoHighLevel (GHL) Expert | CRM Automation & Sales Funnel Specialist
Jun 2023 - Present • 3 yrs 2 mos
As a dedicated GoHighLevel (GHL) Expert, I specialize in building high-converting digital systems that help businesses automate their marketing, manage leads, and increase revenue. Over the past few years, I have worked with startups, agencies, and service-based businesses to design and implement complete CRM automation solutions using GoHighLevel. My expertise includes creating responsive GoHighLevel websites, landing pages, and fully optimized sales funnels that are tailored to client goals. I have successfully integrated booking systems such as BookingKoala, calendars, and payment gateways to streamline customer journeys and improve conversion rates. I have developed advanced automation workflows, including email marketing campaigns, SMS automation, pipeline management, and lead nurturing sequences. These systems help businesses reduce manual work, improve customer engagement, and close more deals efficiently. One of my key achievements includes helping multiple clients increase their lead conversion rate by over 40% through optimized funnel design and automation strategies. I have also built white-label GHL systems for marketing agencies, enabling them to scale their operations and manage multiple clients from a single dashboard. Additionally, I provide CRM setup, SaaS mode configuration, snapshot creation, and ongoing support to ensure clients get maximum value from GoHighLevel. My focus is always on delivering results-driven solutions that align with business objectives while maintaining a seamless user experience.
Real Estate CRM Workflow Automation Specialist
CRM Africa • Freelance
May 2023 - Apr 2026 • 2 yrs 11 mos
Designed and automated real estate CRM workflows using GoHighLevel for realtors, brokers, and property management businesses. Built lead capture funnels and automated follow-up systems that improved response time and increased appointment bookings. Created AI-powered chatbot systems for property inquiries, lead qualification, and automated appointment scheduling. Integrated SMS, email, voicemail drops, and pipeline automation to improve lead nurturing and client retention. Developed automated workflows for buyer leads, seller leads, open house registrations, and property inquiry follow-ups. Set up calendar booking systems with automated reminders to reduce no-shows and improve sales consultations. Connected third-party tools using Zapier to automate lead syncing, notifications, and CRM data management. Customized sales pipelines for tracking prospects from initial inquiry to closed property deals. Designed responsive real estate landing pages and funnels optimized for lead generation and conversion. Automated review request systems and reputation management workflows for real estate agencies. Managed CRM migration, contact segmentation, tagging systems, and reporting dashboards for better lead management. Trained clients on CRM usage, workflow management, and automation optimization for long-term business growth.
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Rating Breakdown
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leonbob668

United States
Working with Joseph was a great experience from start to finish. He did an excellent job setting up our BoldTrail account and made sure everything was organized exactly as requested. He communicated clearly throughout the project, kept us updated on his progress, and was always quick to answer our questions. The...
Seller's Response
sophia497

United States
Joseph did an excellent job setting up and organizing our Lofty CRM. He was professional, responsive, and paid close attention to the details throughout the project. The CRM structure is now much cleaner, our contacts were properly organized and uploaded, and everything is easier for our team to manage. I...

jacobkane143

United States
Joseph did an outstanding job setting up our BoldTrail campaigns. He was professional, communicative, and took the time to organize everything in a way that makes our CRM much easier to manage. The campaigns were configured exactly as requested, and everything was tested before delivery. His attention...

thayer497

United States
Joseph did an excellent job migrating my real estate CRM from BoldTrail to Lofty. He handled the contact transfer carefully, kept the database organized, and made sure the information was properly structured in the new CRM. Communication was clear throughout the project, and he took the time to verify...
Seller's Response
