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I will resimpli salesmate automation boomtown brivity leadsimple bigcontact pipedrive
Your Tools Should Work Together: CRM and Automation Expert
Hi, I'm Dan, the CRM and automation builder businesses call when their tools refuse to talk to each other. I set up and connect JobTread, GoHighLevel, Klaviyo, BookingKoala, Neon CRM and Bloomerang, t...
À propos de ce service
Your CRM should move opportunities forward, not create more work for your team.
If you're juggling REsimpli, Salesmate, BoomTown, Brivity, LeadSimple, BigContacts, or Pipedrive and still relying on manual updates, repetitive follow-ups, or disconnected workflows, I can help you turn those moving parts into a smoother system.
I set up and troubleshoot CRM automations that help your team capture inquiries, organize contacts, trigger follow-ups, assign opportunities, and keep important information moving between the right stages.
I can help with:
- REsimpli automation and workflow setup
- Salesmate CRM automation
- BoomTown configuration and workflows
- Brivity CRM setup
- LeadSimple workflow automation
- BigContacts configuration
- Pipedrive automation and pipeline setup
- CRM cleanup, troubleshooting, and optimization
Rather than applying a cookie-cutter workflow, I'll look at how your business currently handles contacts and opportunities, identify where time is being wasted, and build the automation around your actual process.
Message me before ordering with what you're currently using and what you want automated. Let's build a workflow that works for your team.
Logiciel:
Jobber
FAQ
Can you set up a real estate CRM from scratch?
Yes. I can configure the CRM structure, contacts, pipelines, fields, workflows, and relevant settings.
Can you work with BoomTown CRM?
I can assist with BoomTown CRM configuration, lead organization, and relevant workflow setup.
Can you improve an existing real estate CRM?
I can review the existing setup and make appropriate configuration or workflow improvements.
Can you automate real estate lead follow-up?
I can configure appropriate follow-up workflows based on your CRM capabilities and business process.
Can you automate follow-up for my prospects and inquiries?
Yes. I can set up appropriate follow-up workflows, reminders, task automation, notifications, and sequences to help your team respond consistently and avoid missed opportunities.
Can you organize my contacts and sales pipeline?
Yes. I can help structure your contacts, stages, tags, custom fields, assignments, and pipeline workflows so your team has a clearer process for managing opportunities.
