CRM Automation & AI Follow-Up for Real Estate Agents/Agencies
Budget: $750 – $1,500 USD
CRM Automation & AI Follow-Up Specialist (Real Estate Niche)
We are a high-growth automation agency seeking an expert freelancer to implement our standardized $3,500 CRM Automation & AI Follow-Up Package for our successful Real Estate Agent clients.
We need extra hands to build and refine the automated follow-up engines that drive client pipelines using a mixed tech stack: Salesforce, HubSpot, Zoho CRM, Follow Up Boss, Wise Agent, LionDesk, kvCORE/Lofty, Top Producer, GoHighLevel, Airtable, and Pipedrive.
Job Focus: CRM & AI Follow-Up Implementation
The core mandate is to design and implement end-to-end automation.
Standard Deliverables (The $3,500 Package):
System Integration: CRM + iPaaS + AI Follow-Up tool integration.
Functionality: Lead Ingestion, AI Logic integration, and internal Alerts setup.
Documentation: Final "To-Be" Map, User Training Guide, and Technical Documentation.
Outcome: A fully Live System, tested and documented.
Note on CRM: If the client's current CRM is poorly maintained or non-existent, the project will be built in the CRM you (the freelancer) are most proficient in from our stack.
Freelancer Key Responsibilities
Your primary task is to create automated follow-up email sequences and SMS text messages blending traditional workflow logic with AI-generated touch-points across various real estate CRMs.
Map and document the client’s lead flow (Lead Ingestion to Conversion).
Build/improve workflow automations (lead routing, status updates, AI-assisted follow-up).
Test end-to-end and supply clear SOPs for internal team maintenance.
Provide light client training/Loom walkthroughs as needed.
Acceptance Criteria (Must-Haves)
All triggers fire correctly based on lead source and stage.
Follow-up messages send at the defined cadence with correct personalization tokens.
No duplicate or stalled leads after two test cycles.
Documentation is concise, step-by-step, and stored in our shared Google Drive.
If you can expertly juggle Salesforce, HubSpot, and Zoho CRM and translate that mastery across the other real estate CRMs in our stack, we want to hear from you.
We are a high-growth automation agency seeking an expert freelancer to implement our standardized $3,500 CRM Automation & AI Follow-Up Package for our successful Real Estate Agent clients.
We need extra hands to build and refine the automated follow-up engines that drive client pipelines using a mixed tech stack: Salesforce, HubSpot, Zoho CRM, Follow Up Boss, Wise Agent, LionDesk, kvCORE/Lofty, Top Producer, GoHighLevel, Airtable, and Pipedrive.
Job Focus: CRM & AI Follow-Up Implementation
The core mandate is to design and implement end-to-end automation.
Standard Deliverables (The $3,500 Package):
System Integration: CRM + iPaaS + AI Follow-Up tool integration.
Functionality: Lead Ingestion, AI Logic integration, and internal Alerts setup.
Documentation: Final "To-Be" Map, User Training Guide, and Technical Documentation.
Outcome: A fully Live System, tested and documented.
Note on CRM: If the client's current CRM is poorly maintained or non-existent, the project will be built in the CRM you (the freelancer) are most proficient in from our stack.
Freelancer Key Responsibilities
Your primary task is to create automated follow-up email sequences and SMS text messages blending traditional workflow logic with AI-generated touch-points across various real estate CRMs.
Map and document the client’s lead flow (Lead Ingestion to Conversion).
Build/improve workflow automations (lead routing, status updates, AI-assisted follow-up).
Test end-to-end and supply clear SOPs for internal team maintenance.
Provide light client training/Loom walkthroughs as needed.
Acceptance Criteria (Must-Haves)
All triggers fire correctly based on lead source and stage.
Follow-up messages send at the defined cadence with correct personalization tokens.
No duplicate or stalled leads after two test cycles.
Documentation is concise, step-by-step, and stored in our shared Google Drive.
If you can expertly juggle Salesforce, HubSpot, and Zoho CRM and translate that mastery across the other real estate CRMs in our stack, we want to hear from you.
Related categories:
PHP
CRM
Salesforce.com
Salesforce App Development
Automation
Zoho CRM
Pipedrive
AI Development