Real Estate CRM

Budget: $10 - $20/hr

GoHighLevel CRM Developer Real Estate — New Zealand Remote / Project-based / ongoing Freelance / Contract

GoHighLevel Real Estate NZ Web Scraping Post-Settlement Review Automation Automations

We’re a real estate business operating in New Zealand looking for an experienced GoHighLevel developer to build a fully custom CRM. This system will manage our buyer and vendor pipelines, automate follow-up using our NZ phone numbers, automatically match buyers to new listings scraped from major NZ portals, and run a complete post-settlement relationship sequence — asking for reviews, checking in on clients, and keeping us front of mind for referrals for years to come.

Buyer Pipeline Profile & personal details Full name, contact details, interests, hobbies, job/occupation Passions, pets, kids (used for personalised outreach) How they found us (referral, social, open home, portal) Communication preference (call / text / email / WhatsApp) Decision makers in the purchase (solo, couple, family) What are they buying? Bedrooms, bathrooms, square meterage, ensuite (yes/no) Land meterage, budget range Pre-approval status (not started / conditional / unconditional) + lender/broker name Why are they buying? First home buyer, investor, flipper, upsizing, downsizing, divorce/separation Timeframe 1–3 months / 3–6 months / 6–12 months / 12 months+ Where? Target suburb(s), surrounding suburbs, search radius Conditions Sell to buy, LIM report, solicitor’s report, builder’s report, toxicology report Activity & engagement Properties viewed and feedback on each Lead temperature score (hot / warm / cold) — auto-updated by activity Last contact date, last contacted by, notes from conversation

Vendor Pipeline Profile & personal details Name, age, interests, hobbies, job, pets, kids Communication preference and preferred follow-up cadence What are they selling? Bedrooms, bathrooms, garages, carparks, title type CV (rateable value), appraised at, asking price Tenanted or owner-occupied (affects access for viewings) Staging/renovation readiness Why are they selling? Divorce, health issues, moving overseas, retirement, other Timeframe 1–3 months / 3–6 months / 6–12 months / 12 months+ Listing context Other properties they may sell and locations Mortgage remaining / equity position Previously listed and didn’t sell? (history field) Already spoken to other agents? Exclusive or open listing? Preferred open home days/times

Pipeline & Deal Tracking Open home attendance tracker — log which buyers attended which properties Offer tracking — buyer, amount, date, outcome (accepted / declined / countered) Settlement date field — triggers the post-settlement automation sequence Referral tracking — who referred who, track referral network over time Agent activity log — last contact, method, outcome, next action Off-market matching — match vendors to buyers before a listing goes public

Post-Settlement Relationship Sequence

This is a core feature, not an afterthought. We put people first — we want every client to feel genuinely cared about long after the deal is done. The sequence below must be built into the CRM and triggered automatically from the settlement date field.

D+1 Settlement day message Warm, personal congratulations via SMS/email. No ask — just genuine celebration. Personalised with their name and property address. D+3 First night check-in Casual text asking how the first few nights have been. Human tone — feels like a friend checking in, not a business. D+7 Experience & review request Ask XXXX XXXX overall experience was. If positive, send Google / RateMyAgent review link. If neutral or negative, route to agent for personal follow-up — never auto-send a review link to an unhappy client. D+30 One month in Check in on how they’re settling into the new place. Any issues? Love anything about the neighbourhood? Builds genuine rapport. D+90 Three month check-in Light touch — how are things going? Soft referral ask: “If you know anyone thinking of buying or selling, we’d love to help them too.” 6 months Half year milestone Personal message acknowledging 6 months in their home. Share a relevant market update for their suburb. Keeps us front of mind. 1 year First anniversary Celebrate one year in their home. Share a current CV/value estimate for their property. Referral ask. Invite them to reach out any time. Ongoing Annual check-ins (years 2, 3, 4…) Yearly anniversary message, market update for their suburb, and a warm referral nudge. Keeps the relationship alive indefinitely.

Review routing logic After D+7 experience check: if positive → auto-send Google and RateMyAgent review links If neutral/negative → flag to agent immediately, remove from review sequence, trigger personal outreach task XXXX XXXX status per contact (requested / completed / declined) Second review nudge at D+14 if no review yet — one nudge only, never spam

Automated Follow-Up & Communication SMS, email, and call sequences using our NZ phone nu