Zainab O

BoldTrail & Follow Up Boss CRM Administrator

Nordikó

May 2024 - Dec 2024 • 7 mos

Managed CRM operations and automation systems for real estate professionals using BoldTrail, Follow Up Boss, Lofty CRM, kvCORE, and GoHighLevel. Customized Lofty website pages, integrated IDX website features, and optimized lead capture systems to improve user engagement and conversion rates. I created customized Lofty automation workflows, email campaigns, and communication pipelines designed specifically for real estate businesses. I also monitored CRM performance, managed contact databases, and improved pipeline visibility for agents and brokers. Using real estate CRM best practices, I helped clients automate repetitive processes, improve organization, and increase lead response speed. I also provided support for kvCORE migration projects and integrated GoHighLevel marketing systems into existing CRM workflows.

Real Estate CRM Automation Consultant

RealtorDR

Jan 2024 - Apr 2024 • 3 mos

Provided advanced CRM consulting services for real estate professionals using Lofty CRM, Follow Up Boss, kvCORE, BoldTrail, and GoHighLevel. Specialized in creating scalable Lofty automation systems, configuring drip campaigns, and improving lead nurturing processes for real estate businesses. I customized Lofty website pages and IDX website tools to improve property visibility and maximize lead generation opportunities. My role included organizing pipelines, automating appointment reminders, managing client communication workflows, and integrating marketing platforms into the company’s real estate CRM system. I also trained agents on how to use Follow Up Boss and Lofty CRM effectively for daily operations. Through customized Lofty automation, I helped improve response time, reduce missed opportunities, and increase overall productivity. Additionally, I supported migration projects from kvCORE and BoldTrail into Lofty CRM while maintaining workflow continuity and data accuracy. Using GoHighLevel alongside Lofty CRM, I implemented advanced marketing automation systems tailored specifically for real estate teams and independent agents.

GoHighLevel & Lofty CRM Integration Expert

Go Team Unite

Jul 2023 - Dec 2023 • 5 mos

Managed CRM integrations and marketing automation projects for real estate businesses using GoHighLevel, Lofty CRM, Follow Up Boss, kvCORE, and BoldTrail. Developed customized Lofty website pages and IDX website systems that improved listing presentation and lead conversion. Configured real estate CRM workflows, automated communication sequences, and lead routing systems to optimize agent productivity. I specialized in Lofty automation for email marketing, SMS follow-up, task scheduling, and lead nurturing campaigns. I also integrated third-party applications into Follow Up Boss and Lofty CRM to improve operational efficiency. By creating customized automation systems, I helped agents manage buyer and seller leads more effectively while reducing manual administrative work. My responsibilities also included data migration from kvCORE into Lofty CRM, workflow optimization for BoldTrail users, and ongoing support for real estate CRM users. I collaborated with real estate professionals to improve their online presence through customized Lofty website and IDX website solutions while ensuring all systems worked seamlessly together.