You will get Clean Up & Organize CRM (KW Command, Pipedrive, etc.)
Project details
Tired of a messy CRM slowing you down? I’ll clean up, organize, and streamline your CRM so you can focus on closing deals, not managing spreadsheets.
I specialize in KW Command, BrokerMint, and other real estate CRMs — making sure your contacts are properly imported, tagged, and staged, and your workflows actually work for you.
What sets me apart is my attention to detail and real estate operations experience. I’ll set up custom reminders and workflows that match your follow-up style, so you never miss a lead or client touchpoint again.
This service is perfect for real estate agents, brokers, and small teams who want a well-structured, automated CRM system ready in just a couple of days.
I specialize in KW Command, BrokerMint, and other real estate CRMs — making sure your contacts are properly imported, tagged, and staged, and your workflows actually work for you.
What sets me apart is my attention to detail and real estate operations experience. I’ll set up custom reminders and workflows that match your follow-up style, so you never miss a lead or client touchpoint again.
This service is perfect for real estate agents, brokers, and small teams who want a well-structured, automated CRM system ready in just a couple of days.
Purpose
BusinessIndustry
Business Services & Consulting, Construction, Ecommerce, Education, Events Planning, Financial Services, Logistics & Supply Chain Management, Marketing & Advertising, Medical & Pharmaceutical, Nonprofit, Real Estate, Retail & Wholesale, Software, TelecommunicationsLanguage
EnglishWhat's included
| Service Tiers |
Starter
$99
|
Standard
$299
|
Advanced
$699
|
|---|---|---|---|
| Delivery Time | 2 days | 4 days | 7 days |
Number of Revisions | 1 | 2 | 3 |
Number of Hours of Work | 2 | 6 | 12 |
Basic Photo Editing | - | - | - |
Organize & Classify/Tag Files | |||
Formatting & Clean Up | |||
Project Management Support | - | ||
Travel Planning | - | - | - |
Frequently asked questions
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HR
Hector R.
Oct 30, 2025
Setup to Use TC Service (New RE Agent)
AA
Ali A.
Oct 19, 2025
Virtual Assistant Needed for Real Estate Social Media Content Creation
About Cindy
Real Estate Virtual Assistant | Transaction & Admin Support
100%
Job Success
Arlington, United States - 10:03 pm local time
I can help you with:
• Contract-to-close coordination
• Preparing and reviewing contracts
• Calendar, email, and CRM management
• Data entry, research, and lead tracking
• Canva marketing materials & social media posting
Tools: Dotloop, Skyslope, DocuSign, Follow Up Boss, KVCore, Google Workspace, Microsoft Office
Clear communication, fast turnaround, and attention to detail are my top priorities. Let’s work together so you can focus on growing your business — and I’ll handle the rest.
Steps for completing your project
After purchasing the project, send requirements so Cindy can start the project.
Delivery time starts when Cindy receives requirements from you.
Cindy works on your project following the steps below.
Revisions may occur after the delivery date.
Review CRM Setup
I’ll log in and review your current contacts, pipelines, and workflows to identify where cleanup and organization are needed.
Import & Organize Contacts
I’ll import up to 200 contacts, apply tags, and set the correct stages for each.