You will get Real Estate CRM Cleanup & Pipeline Organization
Project details
Is your CRM cluttered, outdated, or overwhelming? I provide CRM cleanup and organization services for real estate agents who want a system that actually works instead of creating more stress.
I will review and clean up your contacts, remove duplicates, organize tags and pipeline stages, and ensure follow-ups are clear and manageable. The goal is a streamlined CRM that gives you confidence in your data and visibility into your active leads and transactions.
This service is ideal for solo agents or small teams who have outgrown their current CRM setup, fallen behind on organization, or want a fresh start. I work with popular real estate CRMs such as Follow Up Boss, kvCORE, and similar platforms.
This project focuses on organization and optimization — not lead generation or marketing strategy. Delivery time begins once access and required details are provided. Ongoing CRM management and support is available if needed.
I will review and clean up your contacts, remove duplicates, organize tags and pipeline stages, and ensure follow-ups are clear and manageable. The goal is a streamlined CRM that gives you confidence in your data and visibility into your active leads and transactions.
This service is ideal for solo agents or small teams who have outgrown their current CRM setup, fallen behind on organization, or want a fresh start. I work with popular real estate CRMs such as Follow Up Boss, kvCORE, and similar platforms.
This project focuses on organization and optimization — not lead generation or marketing strategy. Delivery time begins once access and required details are provided. Ongoing CRM management and support is available if needed.
Purpose
BusinessIndustry
Real EstateLanguage
EnglishWhat's included $150
These options are included with the project scope.
$150
- Delivery Time 3 days
- Number of Revisions 1
- Number of Hours of Work 3
About Emily
Real Estate Operations & Bookkeeping Support
St. Augustine, United States - 10:12 am local time
I help real estate agents and small teams stay organized, compliant, and out of admin overwhelm — so they can focus on clients and closing deals instead of chasing details.
With 10+ years of experience supporting real estate businesses, I handle the behind-the-scenes work that keeps transactions, listings, and systems running smoothly. I’m a licensed Florida Realtor with hands-on experience managing MLS listings, transaction files, CRM systems, and vendor coordination across fast-moving environments.
I also provide clean, straightforward bookkeeping support for small businesses, including reconciliations, expense categorization, and record preparation — not tax advice, just accurate, organized books.
Services I offer:
• Transaction coordination (contract to close)
• MLS input & listing management
• CRM setup, cleanup & pipeline management (Follow Up Boss, kvCORE, etc.)
• Client, vendor & internal communication
• Light bookkeeping (QuickBooks, Wave, spreadsheets)
• Calendar & inbox support
I’m detail-oriented, proactive, and easy to work with. If you want someone who handles the boring but critical tasks correctly — without micromanagement — I’m happy to help.
Steps for completing your project
After purchasing the project, send requirements so Emily can start the project.
Delivery time starts when Emily receives requirements from you.
Emily works on your project following the steps below.
Revisions may occur after the delivery date.
CRM cleanup and organization services for real estate agents
Review the CRM, remove duplicates, organize contacts, clean pipeline stages, and align tags and follow-ups for a clear, usable system.