
Sofia
Sofia
Skills

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Portfolio
Work experience
Real Estate Specialists
Freelance • 11 mos
Lofty CRM Consultant & Automation Specialist
Dec 2025 - Present • 5 mos
Specialize in full Lofty CRM implementation for real estate teams, including Smart Plan setup, email drip campaign creation, lead routing, and AI-powered follow-up automation. Build custom 30-day to 365-day nurture sequences tailored to buyer and seller journeys. Configure IDX integration, team pipelines, and behavioral triggers to maximize lead engagement and conversion. Help agents move from manual follow-up to fully automated, hands-free lead management systems.
Follow Up Boss Pipeline Manager
Nov 2025 - Present • 6 mos
Set up and manage Follow Up Boss CRM accounts for real estate professionals, focusing on lead source integration, action plan automation, team inbox organization, and deal pipeline tracking. Configure Zapier and third-party integrations to connect lead sources such as Zillow, Realtor.com, and Facebook Ads directly into FUB. Build custom stages, tags, and smart lists that help agents prioritize hot leads and ensure consistent follow-up across the entire database.
Real Estate CRM Specialist
Real • Freelance
Nov 2025 - Present • 6 mos
Provide end-to-end CRM setup, automation, and optimization services for real estate professionals across platforms including Lofty, Follow Up Boss, BoldTrail, and Go High Level. Core services include lead tracking systems, pipeline organization, automated follow-up sequences, and conversion-focused workflows. Consistently help agents and teams reduce response time, eliminate lead leakage, and close more deals through streamlined CRM operations. Serve clients across residential, luxury, and commercial real estate markets.