You will get the PerfectFit CRM for Real Estate Pros (requires Saas Subscription Acct)

DonnaLynne M.Status: Offline
DonnaLynne M.

Let a pro handle the details

Buy Other AI & Machine Learning services from DonnaLynne, priced and ready to go.
DonnaLynne M.Status: Offline
DonnaLynne M.

Let a pro handle the details

Buy Other AI & Machine Learning services from DonnaLynne, priced and ready to go.

Project details

PerfectFit is a unique CRM system using highly customizable building block modules.

The Core Module is a fully functional powerhouse that consists of the client's Contact Database and Nurture Pipeline. No fluff, no nonsense, no features that you don't want, don't use, and don't want to pay for.

The Contact Database is customized according to the client's own custom field preferences.

The Nurture Pipeline management funnels are designed according to the Client's preferences and objectives.
Contact funnel groups are segmented and tagged according to their profile and nurture status, then assigned a management workflow. These workflow actions may be managed manually or automated.

Add-on Modules are available to manage Teams, Incoming Leads, 3rd-party app integrations, etc.

As an SaaS application, PerfectFit uses a highly secure, encrypted online account (much like Netflix, Google, and Trello). Clients can access and manage their accounts on the go, on any device with a WiFi connection.

The native mobile app is available on Windows, the App Store and Google Play.
AI Development Type
Knowledge Representation

What's included $249.99

These options are included with the project scope.

$249.99
  • Delivery Time 21 days
  • Number of Revisions 10
    • Model Documentation
Optional add-ons You can add these on the next page.
Additional Custom Automations (+ 2 Days)
+$16.99
Monthly Subscription (+ 1 Day)
+$89.99

Frequently asked questions

DonnaLynne M.Status: Offline

About DonnaLynne

DonnaLynne M.Status: Offline
CRM Development with Automations for Realtors
Edmonton, Canada - 2:50 am local time
My Expertise: I save Real Estate, Insurance, and Mortgage Agents tons of money, time, and grief using a unique bulding-block CRM with AI-driven automations.

What I do:
I support independent Financial Business Operators to make their businesses:
*productive and profitable
*stress-free
*optimized for work/life balance

How I do it:
*expert CRM creation and development
*intuitive AI automations and workflows
*smart processes maximize efficacy - no patching new technology onto broken processes
*professional consultation

Steps for completing your project

After purchasing the project, send requirements so DonnaLynne can start the project.

Delivery time starts when DonnaLynne receives requirements from you.

DonnaLynne works on your project following the steps below.

Revisions may occur after the delivery date.

Kick-off Consultation

Phone or video chat to discuss client's objectives and preferences.

Contact Database Consultations

Client to provide Database and preferences for data field formatting.

Review the work, release payment, and leave feedback to DonnaLynne.