Real Estate CRM & Automation Specialist (Resimpli + GoHighLevel Migration Project)
UpworkUSNot specifiedexpertScore: 55
CRM AutomationLead Management AutomationCRM Software
Job Description
We are a fast-growing real estate wholesaling company seeking an experienced CRM & automation specialist to rebuild and optimize our CRM system.
We are currently using a GoHighLevel-based white-label CRM (Closing Control) and want to migrate back to Resimpli while preserving and improving our automation workflows.
This is not a basic data transfer job.
We are looking for someone who can design and implement a scalable CRM operating system.
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Scope of Work
Phase 1 – Audit & Mapping
• Review current GoHighLevel workflows and automations
• Document all SMS, call, drip, and pipeline automations
• Map acquisition and disposition workflows visually
• Identify improvements before rebuilding
Phase 2 – Data Migration
• Export and clean all CRM data
• Organize and structure tags, custom fields, and pipelines
• Import cleaned data into Resimpli
Phase 3 – Rebuild & Improve Automations
• Recreate SMS drip campaigns
• Build structured follow-up sequences for:
• New leads
• Preforeclosures
• Warm follow-ups
• Long-term nurture
• Create automated pipeline movement logic
• Implement tagging structure for reporting
• QA test all workflows
Phase 4 – Documentation
• Create simple SOP documentation for our internal VAs
• Provide Loom walkthroughs explaining system logic
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Ideal Candidate
• Strong experience with GoHighLevel
• Experience with Resimpli (preferred)
• Experience building CRM systems for real estate wholesalers
• Deep understanding of automation logic and trigger conditions
• Knows how to avoid automation conflicts and duplication
• Thinks in systems, not tasks
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What We’re Building
We are building a CRM that:
• Fits our workflow (not the other way around)
• Tracks seller disposition clearly
• Automates aggressive but intelligent follow-up
• Supports scaling to a fully virtual acquisitions team
• Reduces missed opportunities
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To Apply
Please include:
1. A brief explanation of your experience with CRM migrations
2. Examples of automation systems you’ve built
3. A Loom video explaining one automation workflow you created
4. Your proposed approach to this project
Applications without examples will not be considered.
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