Precious

CRM & Lead Automation Specialist Realty Connect Remote

Realty Connect • Fulltime

May 2024 - Present • 2 yrs

Supported real estate agents and teams with CRM setup, lead management, and workflow automation. Configured systems in Follow Up Boss, Lofty CRM, BoldTrail, KVCORE, and GoHighLevel. Built automated email and SMS follow-up campaigns for buyers, sellers, and internet leads. Created customized pipelines, lead stages, smart lists, and task automations to improve organization and conversion. Integrated tools such as Mailchimp, Calendly, Google Calendar, Zapier, Twilio, and ThriveCart. Assisted with lead capture setup, appointment scheduling, and long-term nurturing sequences. Improved response times and streamlined communication processes for agents and clients. Managed CRM onboarding, contact imports, tagging systems, and database cleanup. Worked closely with real estate professionals to optimize workflows and increase lead conversion efficiency.

CRM & Automation Specialist

exp Realty • Parttime

May 2024 - Apr 2025 • 11 mos

Managed CRM setup and automation workflows for agents and teams within eXp Realty. Specialized in platforms such as Lofty CRM, Follow Up Boss, BoldTrail, KVCORE, and GoHighLevel. Built automated email and SMS campaigns for new lead engagement, follow-up nurturing, and appointment booking. Created custom buyer and seller pipelines, smart lists, tags, drip campaigns, and lead-routing systems. Integrated tools including Mailchimp, Google Calendar, Calendly, Zapier, ThriveCart, and Twilio. Optimized lead conversion systems by improving response times and automating communication workflows. Assisted agents with CRM onboarding, workflow customization, and day-to-day automation support. Set up systems for first-time buyers, luxury clients, investors, and senior housing transitions. Helped streamline operations and improve client communication across multiple real estate teams.