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I want a clean, realtor-focused workspace inside [login to view URL] that lets me capture every lead, follow each conversation, and keep my property inventory at hand without jumping between spreadsheets and inboxes. The build should include: • Lead management – a board that collects new inquiries (manual entry and embedded form), assigns them automatically, and moves them through custom statuses. • Client interaction tracking – a timeline of calls, emails, and meetings that links back to the original lead so I can see the full history in one click. • Property listings management – a central place for photos, specs, price changes, and availability, tied back to matching buyers. - internal integration for multiple boards to update. this is to start with an excel import and then to assignt to a user who will do research and update that board. Then the information will go to another users board for a different task of doing calling and updating the system. Another team member will be in charge of doing deeper research for skip tracing and tracking heirs of the subject if the subject is deceased. Please include internal automations (notifications, reminders, and status-based deadlines) and at least one dashboard that shows active deals, upcoming follow-ups, and listing inventory at a glance. I’ll consider the project complete when the boards, views, and integrations are live in my account, the automations fire without errors, and you’ve walked me through the workflow on a quick call or concise loom video.
Project ID: 40164944
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62 freelancers are bidding on average $160 USD for this job

Hello, I came across your project and found it truly interesting. With over eight years of hands-on experience in this field, I have successfully delivered high-quality solutions to clients worldwide. My dedication to excellence is reflected in the 180+ positive reviews from satisfied clients. I’d love to bring this expertise to your project and ensure outstanding results. However, I do have a few important points I’d like to clarify to align perfectly with your vision. Let’s connect via chat, where I can also share relevant examples of my past work. I'm looking forward to hearing back from you! Best Regards, Divu.
$250 USD in 4 days
8.0
8.0

As an experienced realtor-CRM developer and CEO of Web Crest, I understand just how chaotic managing leads and property inventories can be, which is why I'm confident my team's tailored software solutions can transform your workflow. We're highly skilled in PHP and Software Architecture, key elements for building the kind of clean yet robust CRM-focused workspace you're after. One of our specialties is creating AI-enhanced tools, like chatbots and virtual assistants, that can not only streamline data collection and management but also automate various other tasks. In your case, our automation expertise would be ideal for assigning inquiries, updating availability, and even potentially handling some of the skip tracing you mentioned. Moreover, we prioritize end-user satisfaction through clear communication and comprehensive solution walkthroughs. My team will ensure you not only have a working system in place but that you're also proficient in operating it through customized training videos or one-on-one calls. Joining forces with Web Crest means future-proofing your real estate operations with a CRM that scales as your business does. Let's build the future of your realtor digital transformation together!
$100 USD in 3 days
6.4
6.4

Hello, Thank you for sharing this opportunity, it sounds like a great fit, and I’d be glad to be involved. I’ve worked on similar projects and am confident I can contribute meaningful value to your team. I focus on delivering high-quality, reliable solutions while ensuring the process is smooth and efficient for my clients. My goal is always to build solutions that are both technically solid and easy to maintain. You’re welcome to review my profile to see examples of my previous work. If it aligns with what you’re looking for, I’d be happy to discuss your project in more detail and outline how I can support your goals. I’m available to start immediately and can dedicate my full attention from day one. Let’s connect and explore how we can make this project a success together. Looking forward to your response. With Regards! Abhishek Saini
$250 USD in 7 days
6.6
6.6

Hello Greetings, After reviewing your project description, I am confident and excited to work on this project for you. However, I have some crucial points and questions to clarify. Please leave a message in the chat to discuss this, and I can share my recent work that is similar to your requirements. Thanks for your time! I am excited to hear from you soon. Best regards,
$200 USD in 4 days
6.0
6.0

Hello, I am a full-stack developer with over 10 years of experience in web and mobile development. I have strong hands-on knowledge in ReactJS, NodeJS, MongoDB, ExpressJS, VueJs, AngularJS, Bootstrap, React Native, Flutter, AWS, Git, Docker, Linux administration, WordPress CMS, Shopify, Backend development, Firebase, and SEO, among others. I am confident that I can help you achieve your goals and look forward to the possibility of working together. Let's quickly chat to discuss the project in more detail. With Regards, Neha Garg
$200 USD in 5 days
5.7
5.7

Hi there, I’m excited about the opportunity to create a tailored realtor-focused workspace for you on Monday.com. With over 7 years of experience in software development, I specialize in data integration and automation, which aligns perfectly with your project needs. I'll ensure seamless lead management, client interaction tracking, and centralized property inventory, all while incorporating internal automations for efficient workflows. To start, I can facilitate the Excel import and set up automated notifications and reminders for your team. Once everything is live and functional, I will guide you through the workflow in a concise Loom video, ensuring you’re completely comfortable with the system. Thank you, Andrii
$200 USD in 1 day
4.5
4.5

⚠️ If you’re not happy, you don’t pay ⚠️ Hello, I assure risk reversal through my extensive experience crafting realtor-focused workspaces in Monday.com. Leveraging tools like embedded forms and custom statuses, I will streamline lead management, client interaction tracking, and property listings. Having successfully developed automated systems for lead assignments and internal integrations, I understand the importance of seamless information flow. My expertise ensures efficient data handling and task delegation, meeting your specific requirements. In the roadmap, Phase 1 involves a meticulous audit and setup, followed by core development and rigorous testing in Phase 3. One technical question: How do you envision the handoff process between the user handling research and the team member managing deeper investigations? Best regards, Piyush Gupta Senior Web Developer | Automation Expert
$150 USD in 2 days
4.5
4.5

With 6+ years of experience in Web Development and Automation, I specialize in tools like GoHighLevel (GHL), N8N, Zapier, HubSpot, Power Automate, Zoho crm, and Make.com. In GHL, I’ve handled complete setups—funnels, calendars, lead forms, AI chatbots, domain/DNS setup, and workflow automations. In N8N, I’ve built advanced AI workflows that auto-reply via Twilio using custom prompts. In Zapier, I’ve automated tasks like Slack/Email alerts, Google Sheets updates via Webhooks, etc. In HubSpot, I’ve created lead workflows and migrated data to GHL using Python APIs. In Power Automate, I automated PDF-to-Word conversions, dynamic renaming, and organized file storage in OneDrive.
$100 USD in 5 days
2.8
2.8

Hello, I'm interested in your project. You can see my profile and I believe it's a good fit for me. I'll do my best to participate and look forward to building a long-term relationship. Let's chat. Thanks.
$30 USD in 3 days
0.0
0.0

Northridge, United States
Member since Jan 20, 2026
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