Roderick j

CRM Automation & Smart Plan Specialist

PrimeEstate Online • Freiberufler

Jan 2026 - Present • 4 mos

I work with real estate professionals to build and optimize real estate CRM systems that support lead generation, lead nurturing, and conversion. My work focuses on platforms like Lofty CRM, Follow Up Boss CRM, and Mailchimp, where I design CRM pipelines, workflow automation, smart plans, and email automation systems. In past projects, I have: Set up Lofty CRM and Follow Up Boss CRM for agents and real estate teams Built Lofty IDX websites, landing pages, and lead capture systems Created Lofty smart plans and workflow automation for buyers and sellers Integrated Mailchimp email templates, newsletters, and automation flows into CRM systems Automated follow-ups using email, SMS, and task automation Organized and cleaned CRM databases for better lead management Connected IDX websites, landing pages, and lead sources directly into CRM systems Implemented tracking systems to monitor lead behavior and conversion Each system I build is designed to reduce manual work, improve response time, and increase lead conversion through structured automation and CRM integration. Key Achievements Improved lead response time using CRM automation and smart plan workflows Increased lead conversion by implementing structured follow-up systems Built high-converting Lofty IDX websites and landing pages Helped agents manage and organize leads using real estate CRM systems Delivered complete CRM setup, automation, and newsletter systems for real estate businesses If you need help with Lofty CRM, Follow Up Boss, Mailchimp automation, IDX website, landing page, smart plan, or workflow automation, I can help you build a complete real estate CRM system that captures, nurtures, and converts leads. Keywords Now Included (For SEO) This text now contains: Lofty CRM Follow Up Boss Mailchimp IDX website Landing page Smart plan Workflow automation CRM automation Real estate CRM Lead capture Newsletter Email automation CRM integration

Real Estate CRM & Automation Consultant

VertexSolutions Online • Freiberufler

Dec 2025 - Present • 5 mos

I specialize in helping real estate teams and agents implement Lofty CRM, Follow Up Boss, and Mailchimp to manage leads, automate workflows, and improve conversions. I build complete CRM systems, integrate IDX websites, landing pages, smart plans, and email automation flows, and design structured pipelines that save time and drive results. Key responsibilities: Set up Lofty CRM and Follow Up Boss CRM for agents and brokerages Built Lofty IDX websites, landing pages, and lead capture systems Designed smart plans, workflow automation, and task sequences for buyer and seller journeys Created Mailchimp email templates, newsletters, and automated campaigns Integrated lead sources directly into CRMs and automated follow-ups via email and SMS Cleaned and structured databases for improved lead tracking and targeting Key Achievements Increased lead conversion and follow-up efficiency using CRM automation and smart plans Built high-performing IDX websites and landing pages connected to CRMs Reduced manual work for agents by automating repetitive tasks Delivered fully integrated systems that allow teams to focus on closing deals If you want a complete real estate CRM system that combines Lofty CRM, Follow Up Boss, IDX website, landing page, Mailchimp automation, and workflow automation, I can build a system that generates and manages leads efficiently.