Israel

Smart Plan automation strategist

PrimeVertex online • Freelance

Mar 2026 - Mar 2026 • 0 mos

I worked with real estate professionals to build and optimize CRM systems that support lead generation, nurturing, and conversion at scale. My focus has been on platforms like Lofty, Follow Up Boss, and similar real estate CRMs, where I design structured pipelines and automate repetitive processes. In past projects, I have: Set up complete CRM systems from scratch for agents and teams Built smart plans tailored to buyer and seller journeys Integrated websites, landing pages, and lead sources directly into CRMs Automated follow-ups using email, SMS, and task sequences Cleaned and organized databases to improve targeting and engagement Implemented tracking systems to monitor lead behavior and conversion Each system I build is designed to reduce manual work, improve response time, and increase deal flow. Key Achievements Increased lead response speed by over 70% through automation workflows Helped agents convert more leads by building structured, behavior-based smart plans Reduced missed opportunities by implementing consistent follow-up systems Improved CRM usability for teams by simplifying pipelines and workflows Successfully transformed disorganized databases into high-performing lead systems Delivered CRM setups that allowed clients to focus more on closing deals instead of managing tasks If you want a CRM system that works for you instead of slowing you down, I can help you build a smart, automated setup that drives real results. Send a message, and let’s turn your CRM into a consistent deal-generating machine.