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I will follow up boss real estate crm real estate lead automation follow up boss expert
Real Estate crm expert, Lead nurturing and Automation Expert
Turn your leads into closed deals with elite workflow automation. I specialize in full-scale CRM setups, pipeline optimization, and data migrations for Lofty, Follow Up Boss, and Boldtrail. Beyond sta...
About this Gig
Struggling with missed follow ups, messy pipelines, or unresponsive leads?
Your real estate CRM should help you close deals not slow you down.
I specialize in real estate CRM setup, optimization, and automation designed to help agents, teams, and brokers manage leads, stay organized, and convert more prospects using Follow Up Boss, Boldtrail, and Lofty CRM.
I don't just set things up. I build clear workflows, smart automations, and structured pipelines that match how real estate professionals actually work.
WHAT I OFFER
- Real estate CRM setup & cleanup
- FUB, Boldtrail & Lofty CRM optimization
- CRM automation & workflow setup
- Lead management and routing
- Campaign automation & follow ups
- Email sequences & task automation
- CRM integration & migration
- Virtual assistance
WHAT I HELP YOU ACHIEVE
- Centralized lead management
- Faster response times
- Automated follow ups that feel personal
- Clear pipelines and task visibility
- Better lead nurturing and conversion tracking
Whether you're starting fresh or fixing a broken system, I'll turn your real estate CRM into a reliable sales engine that saves time and increases closings.
ORDER NOW or MESSAGE ME TO GET STARTED!
Software:
Other
Industry:
Real estate
FAQ
My Follow Up Boss is already set up but it's a mess. Can you fix it?
Yes this is actually most of what I do. I'll audit your current setup, keep what's working, remove what isn't, and rebuild the rest the right way. You'll end up with a clean, functional system without losing your existing contact
I'm a solo agent with a small database. Is this worth it for me?
Absolutely. In fact, getting set up properly early is the best thing you can do. The agents who struggle most are the ones who waited until they had thousands of messy contacts. A clean system now means you scale without the chaos later.
I run a team. Will this work for multiple agents?
Yes. I build lead routing, round-robin assignments, agent-specific Smart Lists, and team-wide Action Plans regularly.
Which lead sources can you integrate?
Most major platforms: Zillow, Realtor.com, BoldLeads, Facebook Lead Ads, kvCORE, and more.
What if I need more than what's in these packages?
These packages are designed for focused, specific setups. If you need a full CRM build complete configuration, multiple integrations, team routing, and a full action plan library message me before ordering. I'll scope a custom offer for your situation.
Do I need to give you access to my account?
Yes, I'll need Admin access to configure your Follow Up Boss account. Your credentials are handled with full confidentiality, and access can be revoked immediately once the work is delivered and you've confirmed everything looks right.
