Steven A

Real Estate CRM & Website Maintenance

Freelance / Digital Agency Partner • Freelance

Sep 2025 - Present • 1 yr

Set up, customize, and maintain real estate CRM and website systems for agents, brokers, and investors. Work spans Lofty crm, Podio crm kvcore, boldTrail, and Follow Up Boss. including account configuration, automated workflows and drip campaigns, lead pipeline setup, IDX/MLS website integration, and crm-to-crm migrations. Handle both one-time builds and ongoing maintenance, troubleshooting, and client training to keep systems running smoothly as business needs change.

CRM Automation Specialist

Business • Freelance

Aug 2025 - Present • 1 yr 1 mo

I specialize in CRM automation, workflow optimization, and business process automation using platforms such as HubSpot, Apollo.io, n8n, Zapier, GoHighLevel, Zoho CRM, and other automation tools. I help businesses streamline their sales and marketing operations by setting up CRM systems, creating automated workflows, integrating third-party applications, configuring pipelines, and improving lead management processes. My experience includes: • HubSpot CRM setup and customization • Workflow automation and troubleshooting • Lead capture and sales pipeline automation • API, webhook, and third-party integrations • Email automation and customer journey workflows • CRM data organization and optimization I focus on building reliable automation systems that reduce manual tasks, improve efficiency, and help businesses convert leads more effectively.

Real Estate Migration & Automation

realestate.com.au • Freelance

Nov 2024 - Present • 1 yr 10 mos

Specialized in migrating real estate CRMs, moving contacts, pipelines, tags, notes, and lead history between platforms like kvCORE, BoldTrail, LeadSimple, Lofty, Follow Up Boss, and REI Reply without data loss or duplicate records. Handled full migration projects: exporting and cleaning source data, mapping custom fields to the new CRM's structure, rebuilding pipelines and lead stages to match the client's sales process, reconnecting lead sources (Zapier/Make webhooks, website forms, ad platforms), and setting up automated follow-up sequences post-migration. Also rebuilt lead routing and speed-to-lead automations so nothing broke during the switch. Tested every migrated record and automation end to end before handoff, then documented the new setup for the client's team.