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I will setup resimpli crm brevity lofty salesmate rei reply podio ghl pipedrive zapier
Construction CRM and Field Service Automation Expert
Hello, I'm David, a CRM and automation specialist for construction and field service businesses.
I help contractors, builders, and service companies set up and optimize systems using JobNimbus, Buil...
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Resimpli | Brivity | Lofty | Podio | REI Reply | GHL CRM Automation Expert
Are you missing leads, juggling multiple CRMs, or spending hours on follow-ups that should be automated? I'll help you build a streamlined real estate CRM system that captures leads, automates communication, and keeps every deal moving.
I specialize in CRM setup, workflow automation, lead pipelines, data organization, follow-up systems, and third-party integrations for real estate investors, agents, wholesalers, brokers, and property teams. Whether you're starting from scratch or optimizing an existing system, I'll create a solution tailored to your business.
WHAT I CAN HELP WITH
- CRM setup & customization
- Lead pipelines & deal stages
- Workflow automation
- Email & SMS follow-ups
- Appointment scheduling
- Contact import & cleanup
- Lead routing & tagging
- Zapier integrationsreedomsoft, Batchleads,
- Reporting dashboards
- Team permissions & automation
ALSO WORK WITH
HubSpot, Zoho CRM, Follow Up Boss, Monday.com, Prophone, Freshsales, Kvcore, Investorfuse, ClickUp, Airtable, Notion, Salesforce, Slack, Calendly, Typeform, Twilio, Mailchimp, ActiveCampaign, Make, n8n and lots more.
MESSAGE ME FOR A FREE CONSULTATION
Software:
Freshsales
FAQ
Can you customize my CRM for my real estate workflow?
Yes. Every setup is tailored to your acquisition, sales, leasing, or property management process.
Can you automate lead follow-ups?
Absolutely. I build automated email, SMS, reminders, lead routing, and nurture workflows so no opportunity is missed.
Can you migrate my existing contacts and deals?
Yes. I securely migrate contacts, leads, pipelines, notes, and related data with minimal disruption.
Do you integrate other tools with my CRM?
Yes. I connect calendars, forms, marketing platforms, communication tools, accounting software, and automation platforms.
Can you optimize an existing CRM instead of starting over?
Of course. I can audit, clean up, restructure, and improve your current CRM to increase efficiency.
Do you work with other CRM platforms?
Yes. I also work with HubSpot, Salesforce, Zoho CRM, Follow Up Boss, Monday.com, Airtable, Notion, ClickUp, Twilio, Calendly, Make, n8n and many more.
