Brivity CRM Setup & Automation

I have just moved my real-estate operation onto Brivity and now need the platform fully brought to life. That means starting from a clean install, pulling in my existing contacts, notes, tasks and custom fields from our previous system, and then wiring up the automations that will drive follow-up, lead routing and marketing campaigns without constant babysitting.

Here is how I see the engagement:

• Initial discovery so you understand my workflows and the data that must come over.
• A seamless data migration into Brivity with zero loss of history or custom tags.
• Complete CRM configuration—pipelines, stages, lead sources, user roles, permissions and any needed integrations with email, dialers or marketing tools.
• Build and test the automations I rely on (task plans, smart drips, deal stage triggers, etc.) and document how to adjust them later.
• Light training or hand-off session focused on “how to keep everything automated and organised,” so my team can manage day-to-day without you.

I’ll provide admin access, export files from the old CRM and a clear outline of my processes. You bring the Brivity expertise, best-practice templates and a plan that gets us live quickly but safely. Once everything is running smoothly, a short recorded walk-through or live screen-share that shows exactly how you structured things will be the final deliverable.