Real Estate CRM Pipeline with Automated Lead Follow-Up

The Problem
A real estate agency was receiving enquiries from its website, ads and phone calls, but leads were tracked in scattered messages and spreadsheets. Follow-up was slow, and some buyers were never contacted.

What I Built
A complete CRM pipeline in GoHighLevel:

• Lead capture from website forms, ad forms and AI voice calls, all landing in one place
• A buyer pipeline: New Lead, Contacted, Viewing Booked, Offer Made, Closed Won
• Instant SMS and email follow-up when a new lead arrives
• Automatic viewing reminders and no-show follow-up
• Deal values and sources tracked on every card, with reporting for the team

Tools Used
GoHighLevel, Zapier, website forms, SMS and email automation

The Result

• Leads are contacted within minutes instead of hours
• No enquiry is lost between first contact and viewing
• The agency sees every deal and its stage at a glance

My Role
Pipeline design, automation setup, integrations, testing, and team handover.