CRM Data Migration & Automation

I have well over 500 real-estate contacts that need to be pulled together, cleaned, and put to work. First, I want every record organised in a single Excel file with consistent fields—name, phone, email, lead source, notes, and any tags you recommend—ready for easy import.

Once the spreadsheet is complete, I’d like you to move the data into a brand-new CRM (I’m moving away from Real Geeks and am open to Salesforce, HubSpot, Zoho, or another platform you suggest). The system must be set up for both lead management and ongoing customer communication, with stages, pipelines, and custom fields that make sense for a residential real-estate workflow.

After the import, I need automated email and SMS sequences configured: new-lead drip, nurture follow-ups, and post-closing check-ins. These messages should trigger from status changes or time delays and use merge fields so each contact feels personally addressed. Integration with my existing Gmail and a texting service such as Twilio is required.

Deliverables
• Cleaned Excel sheet containing all contacts
• Fully populated and configured CRM ready for daily use
• Three automated email/SMS workflows tested and active
• A brief hand-off guide (video or PDF) showing how to add new contacts and adjust the automations

I’m looking for someone who has done this end-to-end before and can turn it around quickly without data loss. If that’s you, please outline your proposed CRM, timeline, and any similar projects you’ve handled.