I run a commercial real-estate operation that lives inside BuildOut CRM, and I need a specialist who already knows the platform inside out. The immediate priority is to cleanly migrate and structure three core data sets—client contact information, property listings, and active sales leads—so every record is complete, de-duplicated, and tagged correctly for quick retrieval. Once the data is in order, I want to streamline our day-to-day processes. That means: • Building automated email responses that trigger at key deal stages and pull the right property or client details without manual touch. • Implementing a custom lead-scoring model that ranks prospects based on parameters we’ll define together (activity level, portfolio size, and timeline). • Designing reporting dashboards that give my team a real-time snapshot of pipeline health, upcoming expirations, and marketing performance. You’ll have direct access to the current BuildOut instance, exported spreadsheets, and examples of the reports we rely on today. My measure of success is simple: all data lives in a single, reliable source of truth, routine follow-ups fire automatically, hot leads surface to the top, and management can glance at a dashboard and know exactly where every deal stands. If you’ve already wrestled with BuildOut for other CRE firms and can move quickly without hand-holding, let’s talk.