Tobbi

CRM Management Specialist BoldTrail

eXp Realty • Parttime

Feb 2023 - Present • 3 yrs 5 mos

Managed and optimized the BoldTrail CRM platform for real estate agents and teams to improve lead tracking, client communication, and workflow efficiency. Organized and maintained buyer, seller, and prospect databases, ensuring accurate lead segmentation and follow-up processes. Created automated drip campaigns, task reminders, and lead nurturing workflows within BoldTrail to increase engagement and conversion rates. Monitored lead activity, assigned leads to agents, and tracked pipeline performance through CRM reporting tools. Integrated BoldTrail with email marketing systems, IDX websites, and calendar applications to streamline operations. Trained agents on CRM best practices, smart lists, automation features, and daily workflow management. Coordinated transaction updates, appointment scheduling, and client communications directly through the CRM system. Assisted management with generating sales reports, lead conversion analysis, and customer engagement metrics.

Real Estate CRM & Operations Specialist Follow Up Boss

Compass • Fulltime

Aug 2022 - Aug 2024 • 2 yrs

Managed and optimized Follow Up Boss CRM to support real estate agents with lead tracking, client communication, and daily workflow management. Organized buyer and seller databases, updated contact records, and maintained accurate pipeline stages for active leads. Created automated follow-up campaigns, drip sequences, and task reminders to improve lead conversion and client engagement. Coordinated appointment scheduling, transaction updates, and communication between agents, clients, lenders, and title companies. Monitored lead sources, response times, and agent activities through CRM reporting and performance dashboards. Assisted with onboarding new leads from websites, Zillow, Realtor.com, and social media marketing campaigns into Follow Up Boss. Supported real estate operations by maintaining transaction timelines, managing administrative tasks, and ensuring smooth client experiences. Trained team members on CRM workflows, tagging systems, smart lists, and automation tools within Follow Up Boss.

Drip Campaign & Lead Nurturing Specialist

Realty ONE Group • Fulltime

Aug 2021 - Jun 2024 • 2 yrs 10 mos

Designed and managed automated drip campaigns to maintain consistent communication with buyers, sellers, and prospective clients throughout the sales cycle. Created personalized email and SMS follow-up sequences to nurture cold, warm, and active leads using real estate CRM platforms such as Follow Up Boss, BoldTrail, and Lofty. Segmented leads based on buying behavior, inquiry source, and engagement level to deliver targeted marketing campaigns. Developed long-term lead nurturing strategies that increased appointment bookings, client engagement, and conversion rates. Scheduled automated property alerts, market updates, open house invitations, and post-closing follow-ups to strengthen client relationships. Monitored campaign performance metrics including open rates, response rates, and lead conversion trends to optimize communication strategies. Coordinated with agents and marketing teams to ensure timely follow-up and consistent client experiences. Maintained CRM database accuracy by updating lead status, notes, communication history, and follow-up tasks regularly.