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I will setup resimpli podio reipro rei reply appfolio and doorloop crm lead automation
About this Gig
REAL ESTATE INVESTOR + PROPERTY MANAGEMENT CRM SETUP
I configure investor CRMs: REsimpli, Podio, REIPro, REI Reply and InvestorFuse ; and property-management systems: AppFolio, DoorLoop, Buildium, Yardi Breeze and Rent Manager, Zapier and Gohighlevel automation
INVESTOR CRM
- - Lead capture, data import and cleanup
- - Seller/buyer tags, fields and lead sources
- - Acquisition pipelines and deal stages
- - Follow-up tasks, reminders and supported email/SMS automations
- - Deal notes, activity tracking and reports
PROPERTY MANAGEMENT
- - Property, unit, owner and tenant records
- - Leasing, applications and occupancy tracking
- - Rent reminders and payment-status workflows
- - Maintenance requests, vendors and work orders
- - Renewals, task alerts and portfolio reports
Each order covers ONE platform and ONE service track. I configure features available in your subscription and test agreed workflows. The client provides authorised access, data and approved templates. Paid integrations, API development, bulk campaigns and work beyond package limits are excluded.
MESSAGE ME NOW TO GET STARTED
Software:
Podio
Industry:
Marketing & advertising
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Real estate
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Software
Other Software Management Services I Offer
FAQ
1. Which real estate CRM platforms do you work with?
I work with REsimpli, Podio, REIPro, REI Reply and InvestorFuse for investor CRM setup. For property management, I support AppFolio, DoorLoop, Buildium, Yardi Breeze and Rent Manager.
2. Can you set up both investor CRM and property management systems?
Yes. I offer both services. Each package covers one selected platform and one service type. Contact me for a custom offer if you need both services or multiple platforms.
3. Can you set up automated lead follow-ups and reminders?
Yes. I can configure supported follow-up tasks, reminders and email/SMS workflows. The available features depend on your software plan, account permissions and messaging setup.
4. Do your packages include data import and CRM customisation?
Yes. Each package includes data organisation or import within its stated record limit, plus the customisation listed in that package. Large migrations and extra work require a custom offer
5. What do I need before ordering?
You need an active account on your chosen platform, authorised access, your existing data (if applicable), and details of the workflows you want configured.
