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Real Estate CRM & Automation Specialist (REsimpli Setup + Lead System Build)
UpworkUSNot specifiedintermediate
CRM SoftwareReSimpliCustomer Relationship Management
I’m a real estate investor looking for an experienced specialist to fully build out and optimize my REsimpli CRM for outbound lead generation and deal management.
You will be responsible for setting up REsimpli from scratch, building workflows, and creating a scalable system for managing both on-market and off-market opportunities (with a focus on seller financing and commercial assets).
This role is not just setup — I want someone who can think strategically, build efficient processes, and integrate tools to create a streamlined pipeline.
Responsibilities:
Full REsimpli setup and optimization
Build outbound lead generation system (lists, tagging, tracking, follow-ups)
Configure pipelines for acquisitions and deal tracking
Set up automations (text, email, follow-up sequences)
Integrate REsimpli with tools like GoHighLevel, ClickUp, etc.
Create KPI dashboards and reporting
Organize data structure for scalable growth
Ensure clean workflows from lead → contract → close
Ideal Candidate:
Proven experience with REsimpli (must have built systems before)
Strong understanding of real estate investing (off-market, seller finance, acquisitions)
Experience with CRM automation and integrations (Zapier, APIs, etc.)
Process-driven and highly organized
Able to recommend best practices, not just follow instructions
Bonus Skills:
GoHighLevel experience
ClickUp automation/buildout
List stacking / skip tracing knowledge
Transaction coordination experience
Goal:
Build a fully automated, scalable lead generation and deal management system that I can plug into and grow.
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Spent: $1,369.99Rating: 5.0Verified