
Abrahamm
Automation and workflow specialist
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Follow Up Boss CRM Expert
Upwork • Freelance
Jan 2025 - Jun 2026 • 1 yr 5 mos
Specialized in setting up, customizing, and optimizing CRM systems for real estate professionals and teams, with a focus on lead management, pipeline organization, follow up automation, and workflow optimization. Worked with real estate CRM platforms including Lofty, Follow Up Boss, and BoldTrail to organize lead databases, configure pipelines, create follow up workflows, manage lead routing, and improve day to day CRM operations. Key responsibilities included setting up lead stages, organizing contacts and tags, configuring automated email and SMS follow ups, creating lead assignment workflows, managing tasks and appointments, and connecting CRM systems with external tools and automation platforms. Also worked on CRM data organization and migration, including contact cleanup, duplicate management, lead segmentation, custom fields, pipeline optimization, and workflow improvements. Built automation workflows using tools such as Make and n8n to connect lead capture sources with CRM systems and trigger appropriate follow up actions, notifications, assignments, and appointment workflows. The focus was always on creating practical CRM systems that help real estate agents respond to leads faster, maintain consistent follow up, keep their databases organized, and move prospects through the sales pipeline more efficiently.