Mosetech

AI Lead Routing & SMS Automation Specialist

Microsoft • Freelance

Mar 2023 - Present • 3 yrs 6 mos

Specialized in AI-assisted lead routing, SMS automation, and real estate CRM follow-up workflows. Built processes for receiving new leads, organizing lead information, applying routing logic, assigning leads to the appropriate agent or pipeline, and initiating automated SMS follow-up. Worked with platforms such as Twilio, Lofty, BoldTrail, and kvCORE to support automated communication and lead management workflows. Configured SMS follow-up sequences based on lead status, pipeline position, and workflow conditions while maintaining organized CRM records. Developed automation logic that can help teams respond to incoming leads consistently and reduce repetitive manual lead-management tasks. Also worked with CRM pipeline stages, lead assignment, follow-up triggers, contact updates, and automated task creation. Focused on connecting AI lead routing, SMS texting, CRM automation, and sales pipeline processes into organized workflows designed specifically around real estate lead management.

Real Estate Lead Automation Specialist

Merrell • Freelance

Sep 2022 - Present • 4 yrs

Focused on building real estate lead capture, lead nurturing, and follow-up automation workflows that help organize the journey from new lead to active prospect and appointment. Configured automated workflows for capturing incoming leads, creating or updating CRM contacts, assigning leads, triggering email drip campaigns, sending follow-up messages, updating pipeline stages, and creating tasks for sales teams. Worked with Lofty, BoldTrail, GoHighLevel, Zapier, and Make to connect lead sources with CRM systems and automate repetitive processes. Developed workflow logic around lead status, contact information, pipeline stages, follow-up timing, and agent assignment. Built structured email and SMS nurturing processes to maintain consistent communication with prospects. The primary focus was creating practical real estate automation systems that keep lead information organized, improve follow-up consistency, and help agents and teams manage their sales pipelines more efficiently

Real Estate CRM & Automation Specialist

Metropolitan • Freelance

Mar 2022 - Present • 4 yrs 6 mos

Specialized in setting up and optimizing real estate CRM systems designed to organize leads, automate follow-up, and improve sales pipeline management. Worked with CRM platforms including Follow Up Boss, Lofty, BoldTrail, kvCORE, HubSpot, Pipedrive, and GoHighLevel to structure lead management processes around real estate sales activities. Configured CRM pipelines, lead stages, contact organization, lead assignment, automated tasks, follow-up sequences, and appointment workflows. Built automation processes that connect lead capture with CRM records and trigger appropriate follow-up actions based on lead status and activity. Focused on creating organized CRM systems that make it easier to manage new leads, nurture prospects, track conversations, maintain pipeline visibility, and reduce repetitive manual tasks. Also worked with automation platforms such as Zapier and Make to connect CRM systems with other business tools and create streamlined real estate workflows.