GoHighLevel CRM for Real Estate

GoHighLevel Real Estate Operating System Build

We are looking for an experienced GoHighLevel expert to build a reusable Real Estate Operating System inside our existing GoHighLevel Agency account.

This is NOT a standard CRM setup.

The goal is to build a deployable Agency Snapshot that can be reused for multiple real estate agents and teams.

Objective

Create a system that:

- Captures leads automatically
- Responds immediately
- Books appointments
- Handles follow-up automatically
- Reactivates old leads
- Prevents opportunities from falling through the cracks
- Preserves important client information
- Reduces agent administrative workload

The system should function as an "operating memory" for the agent by organizing client information, conversation history, next steps, and follow-up requirements.

Required Experience

Must have experience with:

- GoHighLevel Agency Accounts
- Agency Snapshots
- Real Estate CRM Systems
- Workflow Automation
- AI Setup inside GHL
- Calendars & Appointment Booking
- Lead Routing
- Facebook Lead Ads
- Google Lead Integrations
- Zillow Lead Integrations
- IDX Broker Integrations
- Fireflies AI Integrations
- CRM Data Architecture

Core Deliverables

Reusable Agency Snapshot

Build a clean, reusable snapshot containing:

- Buyer Pipeline
- Seller Pipeline
- Lead Capture Workflows
- AI Workflows
- Buyer Follow-Up
- Seller Follow-Up
- Appointment Booking
- Missed Call Recovery
- Database Reactivation
- Lead Protection Alerts
- Dashboards
- Calendars
- Forms
- Custom Fields
- Tags
- Templates

Lead Sources

Integrate and automate:

- Zillow
- Google Local Services Ads
- Google Ads
- Facebook Lead Ads
- Website Forms
- IDX Broker
- Phone Calls
- SMS
- Email
- Referrals

AI & Automation

Implement:

- Immediate lead response
- Lead qualification
- Appointment booking
- Follow-up sequences
- Appointment reminders
- Missed call text back
- Database reactivation
- Lead protection workflows

IDX Broker

Connect IDX Broker to GoHighLevel and synchronize useful lead activity where technically possible, including:

- Registrations
- Property Inquiries
- Saved Searches
- Property Alerts

Fireflies AI

Incorporate Fireflies AI as a conversation intelligence and operating memory layer.

Desired functionality:

- Call recording
- Transcription
- Summaries
- Action items
- Client detail extraction
- Conversation intelligence
- Updating contact records with useful client information where technically possible

Examples:

- Buyer/Seller status
- Timeline
- Budget
- Preferred areas
- Property address
- Motivation
- Objections
- Next steps
- Follow-up recommendations

Important

We are NOT looking for a bloated CRM.

We are looking for a clean, scalable system that agents will actually use.

The primary goal is to remove repetitive work, preserve important information, improve follow-up, and help agents focus on appointments, relationships, and closings.

When Applying

Please provide:

1. Examples of GoHighLevel snapshots you have built.
2. Experience with IDX Broker integrations.
3. Experience with Fireflies AI integrations.
4. Experience building real estate systems.
5. Your proposed architecture for connecting GHL, IDX Broker, and Fireflies.
6. Estimated timeline.
7. Estimated fixed-price cost.

Bonus if you can demonstrate previous systems that automatically capture client information from conversations and update CRM records.