🧠 GoHighLevel Expert Needed: CRM Architecture + Pipeline Build + Data Migration

UpworkUSNot specifiedintermediateScore: 62
Marketing AutomationEmail AutomationCRM AutomationLead Management AutomationCampaign ManagementMarketing Campaign Setup & ImplementationMarketing Operations & WorkflowHighLevelCustomer Relationship ManagementCRM Software
I’m a multi-state mortgage broker building a scalable, automation-first operation inside GoHighLevel — and I need someone who actually understands backend structure, not just landing pages. This is NOT a basic funnel setup job. I need a GoHighLevel expert who can architect and implement two fully structured pipelines, build relational tracking between them, integrate texting, and migrate data from multiple platforms. 🎯 Project Scope 1️⃣ Buyer / Lead Pipeline (End-to-End Mortgage Process) Build a structured pipeline that tracks leads from: New Lead Contacted Pre-Qualification Pre-Approval Actively Shopping Offer Submitted Under Contract Clear to Close Closed Post-Close / Nurture (I will provide full status breakdown and definitions.) This pipeline must: Support automation triggers (texts, emails, tasks) Support tagging and segmentation Allow visibility for reporting and conversion tracking Be structured cleanly for long-term scale 2️⃣ Real Estate Agent Pipeline Build a second pipeline for agent relationships that tracks: New Agent Lead Initial Contact Intro Call Completed Active Referral Partner Sent Lead Closed Deal Long-Term Nurture This pipeline must: Track agent production Allow for multiple deals/links from the Buyer Pipeline [above] to be able to track long term partnership. Track referrals sent Track deals closed Allow automation for follow-up + relationship nurture 🔗 CRITICAL: Pipeline Relationship Logic This is non-negotiable. I need: Relationships between buyer records and agent records Ability to see which agent is tied to which buyer Ability to track agent performance based on closed deals Reporting that connects lead source → agent → closed loan If you don’t understand relational CRM architecture, this isn’t the right project. 💬 Text Messaging Integration We must integrate: iBlueSend (preferred) OR A better SMS solution native to or compatible with GoHighLevel Needs: 2-way texting Automation triggers Tracking inside pipeline Team visibility Compliance-aware setup 🔄 Data Migration Required We are migrating from: ClickUp (current CRM) Quo (current texting platform) FloDesk (email marketing) You must be able to: Import contacts cleanly Preserve tagging/status data where possible Avoid duplication Map fields properly Maintain segmentation logic Bonus if you’ve done multi-platform CRM migrations before. 🧩 What I’m Looking For Advanced GoHighLevel experience (show examples) CRM architecture & automation logic expertise Experience with relational tracking between pipelines SMS integration experience Data migration experience Clear communication Strategic thinking — not just task execution
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Spent: $99,242.25Rating: 5.0Verified
🧠 GoHighLevel Expert Needed: CRM Architecture + Pipeline Build + Data Migration — Sift