Tools & Platforms I Am Confident Using
1. Real Estate CRM & Industry Tools
- Follow Up Boss (lead tracking, pipeline management, client follow-ups)
- Zillow (lead management, property inquiries, client coordination)
- ClickUp (task management, workflow tracking, real estate operations
- Familiar with real estate workflows: lead generation, follow-ups, appointment setting, and client communication
- Comfortable handling inbound/outbound calls for leads and client coordination
2. Communication & Inbox Management
- Gmail (shared inboxes, email templates, client communication)
- Microsoft Outlook
- WhatsApp, Telegram, Viber
3. Scheduling & Calendar Management
- Google Calendar (shared calendars, scheduling, confirmations, rescheduling)
- Calendly (booking system, availability management)
4. Data Management & Spreadsheets
- Google Sheets (filters, formulas, trackers, data validation)
- Microsoft Excel (tables, sorting, formulas)
- Tracking systems for leads, tasks, attendance, and reporting
5. Task Management & Workflow Systems
- ClickUp,
- Asana (task assignment, deadlines, tracking)
- Notion (SOPs, documentation, internal systems)
- Checklist-based workflows and daily task systems
6. File Management & Cloud Storage
- Google Drive,
- Dropbox,
- OneDrive
- Organized file structuring (by project, date, or category)File naming conventions and version control
7. Customer Support & Client Coordination
- Handling inquiries, follow-ups, and client updates
- Appointment setting, confirmations, cancellations, and rescheduling
- Maintaining client records and interaction logs
8. Payroll & Timekeeping
- Spreadsheet-based time tracking and payroll support
- Accuracy checks and discrepancy reporting
- Detail-oriented data entry
9. Content & Media Tools
- Canva (graphics, marketing materials)
- CapCut, Filmora (basic video editing)
10. Productivity & Work Systems
- SOP-driven workflows
- Strong attention to detail and organization
- Independent task management and prioritization
Verified
