Brivity CRM Lead Gen Setup

My real-estate business targets home sellers exclusively, and I’ve just subscribed to Brivity CRM. I now need the platform configured from the ground up so every new inquiry flows smoothly from first click through closing.

Here’s what I expect to be live and tested inside my Brivity workspace:

• Lead capture setup – design or refine landing pages, connect Brivity IDX where helpful, create web forms, and be sure each source automatically tags and routes new seller leads.
• Pipeline management – build out clear, stage-based workflows with tasks, reminders, and status triggers so I have real-time visibility on every listing opportunity.
• Email marketing integration – craft branded templates and automated drip campaigns that align with each pipeline stage, taking full advantage of Brivity’s mail tools (no outside platforms are in place, so create fresh assets and sequences from scratch).

All work should happen within Brivity’s native tools; no third-party systems need integration at this time. Once done, provide a quick loom or live walkthrough so I understand how to adjust forms, stages, and campaigns myself. Clean execution, seller-focused messaging, and a ready-to-use CRM are the ultimate measures of success.