Amr MagdySalesforce CRM Consultant

A change request, two ways

Book a free call

Your ongoing Salesforce partner · home-buying and wholesaling teams already on Salesforce

A new market. A new hire. A broken alert. Who do you call?

I'm Amr Magdy, a Salesforce CRM Consultant. I'm the Salesforce person for home-buying and wholesaling teams: I keep your org working, change it when the business changes, and tell you what to fix before it costs you. Same week, no developer tickets.

  • Two years as the Salesforce person for a home-buying company
  • Changes done the same week
  • No long-term contract

On Podio, REsimpli, GoHighLevel or spreadsheets, the first step is a move to Salesforce. Want a first look at your org before committing? Start with the CRM Revenue Audit.

A normal month

  1. New lead source

    A new mail campaign launches. Its calls and leads don't show up by source for weeks.

    Live before the first mailer drops: calls create leads, the source is tracked, alerts are on.

  2. New hire

    A new acquisitions rep starts Monday. Access, phone and permissions are sorted by Wednesday, maybe.

    Set up the day before: profile, phone sync, lead queue and a short training.

  3. Broken alert

    A Flow failed two weeks ago. You hear about it today, from a rep.

    Monitoring catches it the same day, and it's fixed that week.

  4. New market

    Opening a market means copying and patching, and the reports mix both markets together.

    The market is a field, so every report splits by market from day one.

  5. A number you need

    The owner asks for one number. Someone builds a spreadsheet, again.

    A report or dashboard on request, same week, and it stays.

  6. Clean-up

    Duplicates and bad phone numbers pile up until the dialer and the reports suffer.

    A monthly clean-up keeps the data worth trusting.

A month of tickets: some done, some stuck, nobody sure what is safe to change.

A month of changes: done the same week, written down, and you see what changed.

How working together works

  1. 1. You tell me what changedA new hire, a new source, something broken. Slack or email, no ticket system, no form.
  2. 2. I make the change that weekBuilt so ops can switch it on or off later, and written down so another admin could take it over.
  3. 3. Every month you see what changedA short report: what I changed, what I'm watching, and what I'd fix next.
“Amr has been helping us make drastic improvements in our Salesforce for the last six months… he's been 10× better to work with than the developers we used before.”
Sean Grabow, Founder, Central City Solutions

Salesforce work for

Central City SolutionsPezon PropertiesSylndrConx Digital

Salesforce Certified Administrator and Platform App Builder · Trailhead Double Star Ranger

Amr Magdy

You work with me directly

Based in Cairo, working US hours: 9am to 6pm Eastern, Monday to Friday. I reply within one business day.

  • NDA before I log in. I’m happy to sign yours first.
  • Read-only access. A read-only user covers most of an audit. You create it and can switch it off any time.
  • You own everything. Every build is written down, so another admin could take it over.
  • 50/50, held by Upwork. Half to start and half on delivery, through an Upwork contract that holds each payment until you approve it.
  • Your money back. The audit is refunded in full if it doesn’t find five fixable issues worth more than the fee.

Verify my certifications Salesforce Certified Administrator, Platform App Builder, Associate and AI Associate

Who this is for

Owners and ops leads at investor teams of 10 to 50

Home-buying companies, wholesalers and investor teams spending real money on seller leads. Three moments when it pays to fix the CRM first:

  1. About to hire a Salesforce adminSee how much work there really is before you add a salary.
  2. Adding acquisitions repsClose the leaks before more leads run through them.
  3. Opening a new market or channelTrack return by market from the first mailer.

Watch

Two Mondays where Salesforce leaks, in two short videos

The 6:40pm call43 seconds
The 5 leaks1 minute 45 seconds
Read both videos as text

The 6:40pm call

On-screen text and sound effects, no voice. A normal Tuesday. A seller calls at 6:40pm and nobody answers. Then what usually happens: at 6:41pm the voicemail lands in a shared inbox. The next day someone calls back at 10am and gets no answer. From day 2 to day 7 the status still says “new”. By then he called someone else. No one's fault: there's no system.

The fix is two rules. When a call is missed, a callback task is created and the seller gets a text. When a lead sits untouched for an hour, someone gets pinged. Nobody has to remember. How many did you miss last week? See what they cost you with the missed-call cost calculator.

The 5 leaks

On-screen text and sound effects, no voice. You don't have a lead problem. You have a leak problem, and there are 5 of them: 5 places money leaks out between the marketing dollar and the kept deal.

  1. Spend. The lead source report tracks leads by source, but contracts by source and cost per deal are question marks. Nobody knows. The fix: the lead source follows the deal all the way to closing.
  2. Answer. Two missed seller calls, at 6:42pm and 7:15pm. A callback task due in 5 minutes is created and assigned to the next rep. Replying within an hour makes you about 7 times likelier to qualify the lead (Harvard Business Review, 2011).
  3. Follow-up. Of five open leads, only two have a next step: a call on Tuesday and an offer on Friday. How many of yours have none? The fix: no open lead without a next task.
  4. Offer. Three reps offer $118k, $131k and $142k on the same house. On the example deal, ARV $250,000 × 70% is $175,000, minus $40,000 of repairs and a $10,000 fee, so the max offer is $125,000 and two of the three offers are over it. The fix: MAO lives on the deal as a formula, not in someone's head.
  5. Keep. Ten contracts signed this month and three fell out, so you kept 7, not 10, and ROI is overstated by 43%. The fix: ROI counts kept deals only.

Which one is yours? Score yours in 30 seconds, free, with the kept-deal map.

All 22 short videos

Three ways to work with me

Three ways to work together

Start with a free call. Ongoing support is where the long-term value is.

Most popular

Ongoing Support & Development

MonthlyRetainer · no long-term contract

Your part-time Salesforce admin, for less than a full-time hire: new automations, fast fixes, monitoring and a monthly report.

  • Same-week changes
  • Monthly automation check
  • Monthly block of hours that rolls over
  • Monthly report
  • New-hire setup and training

TodayEvery change waits on a developer ticket, or on someone with time.

With meWhat I do for Central City: new hires, fixes and reports, done the same week.

Talk it through on a free call Hire an admin or use a retainer?

Full Implementation

Per projectQuoted after a free call

A new build, a rebuild of an org someone else set up, or a move from Podio, REsimpli or GoHighLevel: lead routing, acquisitions, a transaction board, dashboards and training.

  • Build, rebuild or move to Salesforce
  • Dashboards and reports
  • Dialer, DocuSign, QuickBooks, Slack
  • Team training

TodayA CRM someone else built, and nobody is sure what it does anymore.

With meThe same pieces I built at Central City, fitted to how your team works.

Scope it on a free call

CRM Revenue Audit

Fixed priceFor teams already on Salesforce

I go through your org with the checklist from two years of running an investor team's Salesforce. You get the leaks in writing, what each one is likely costing you and what to fix first.

  • Findings report and 30 / 60 / 90 fix plan
  • Spec for a 5-number Monday dashboard
  • Fee credited if you build or start monthly support within 30 days
  • Money back if it doesn't find 5 fixable issues worth more than the fee

TodayYou guess which leaks cost the most, and fix whatever is loudest.

With meYou know which leaks cost the most, and the order to fix them.

See the audit See a sample report

On Podio, REsimpli, GoHighLevel or spreadsheets? The audit is built for Salesforce. If you're outgrowing another CRM, you need a move to Salesforce: I map what you track, move the data and build around how your team works.

How a move to Salesforce works

Proof · Central City Solutions

What I built, and what it changed

A home-buying company in Columbus and Cincinnati, Ohio. For two years I've been the person they call when anything in Salesforce needs to change: a new market, a new lead source, a new hire, a broken alert.

You're seeing the common problem at investor teams. Flip to see what I built at Central City and what it changed.

You're seeing what I built at Central City and what it changed. Flip back to see the common problem.

Marketing ROI

At most teamsAt Central City

What owners say

“I don't know my real cost per deal.”

What it costs

Spend that follows lead volume. Cheap leads look like winners, so money keeps going to campaigns that don't close.

Built

Campaign ROI by market and source, with every closing credited to the campaign that found it and checked against the books.

What it changed

The owners move marketing money on return, and trust the number.

Speed to lead

At most teamsAt Central City

What owners say

“Leads fall through the cracks.”

What it costs

Sellers you already paid for. One calls after hours, gets voicemail, and another buyer calls back first.

Built

Missed-call alerts on every marketing number, shared queues, and duplicate handling that keeps the seller's history.

What it changed

Missed calls turn into callback tasks instead of voicemails nobody hears.

Follow-up

At most teamsAt Central City

What owners say

“The reps are on top of it.”

What it costs

Deals that were almost yours. Offers go quiet, and texts keep going to sellers who already answered.

Built

Text cadences that stop on reply, and tasks for stale leads and offers with no activity.

What it changed

Follow-up happens because the system says so, not because someone remembers.

Contract to close

At most teamsAt Central City

What owners say

“Deals get messy between contract and close.”

What it costs

Missed deadlines and unhappy title companies and buyers, because the dates live in one person's head.

Built

A Transactions Board with tasks that create themselves before closing, for title, and when a date moves.

What it changed

Every file under contract on one board, with deadlines that remind people.

The platform

At most teamsAt Central City

What owners say

“Every change needs a developer.”

What it costs

A week for every small change. And Zapier keeps breaking, quietly, until a deal slips.

Built

Settings ops can change to turn alerts on and off, and Zaps moved to native Flows.

What it changed

The business changes its own rules, and fewer things break quietly.

The admin

At most teamsAt Central City

What owners say

“We need an admin but can't justify a full-time hire.”

What it costs

A backlog that grows while you weigh a salary. New hires wait for logins, reports wait for someone with time.

Built

New-hire setup, access, fixes and reports, handled the same week they're asked for.

What it changed

The team keeps working, with no ticket queue and no full-time admin hire.

Also

Pezon Properties

Real estate acquisition · Pennsylvania

Built

50+ delivered requests, including a campaign ROI dashboard with 25 funnel metrics, lead source tagged from call-tracking numbers, and a rebuilt transaction coordination app.

What it changed

Net profit per deal, visible as it happens.

How it works

From a free call to a Monday you can trust

You decide every step after the first. Start with a free 30-minute call.

  1. Free · 30 minutes

    Free call

    You tell me how a deal moves through your team today. We agree whether there's a fit, and the right first step.

  2. Fixed price

    CRM Revenue Audit

    The leaks in writing, what each one is likely costing you, and a 30 / 60 / 90 fix plan you can hand to anyone.

    Not on Salesforce? This step is the move to Salesforce instead.

  3. Project

    Build

    The fixes, or the whole system, built around how your team works, with training so it gets used.

  4. Monthly

    Keep it running

    Same-week changes, a monthly automation check and a report. No long-term contract.

Amr Magdy

Who you'd work with

One person who runs an investor team's Salesforce day to day, not a big firm.

For two years I've been the Salesforce person for a home-buying company in Ohio, from the first call on a marketing number to the closing. Before that I spent eight years as an Adobe Certified Instructor and taught 8,000+ students, rated 4.9/5, so every build comes with training your team will actually use.

My focus is real estate investor teams. The same three things matter to any business that runs on leads: nothing falls through, the numbers are right, and changes don't wait on a developer. I work from Cairo on US hours, 9am to 6pm Eastern, Monday to Friday.

  • Salesforce Certified Administrator
  • Platform App Builder
  • Salesforce Certified Associate
  • AI Associate
  • Trailhead Double Star Ranger
2024 to now
Independent Salesforce CRM Consultant, running the Salesforce for a two-market home-buying company in Ohio and building for other investor teams
2024 to 2025
Pezon Properties, real estate acquisition, Pennsylvania
2024
Sylndr, automotive: Salesforce admin and developer
2023
Conx Digital, UAE: Salesforce Marketing Cloud
2015 to 2023
Adobe Certified Instructor, eight years of classes

Questions

Before you book

Working with me

We're about to hire a full-time Salesforce admin. Should we?

Maybe later. At a team of 10 to 50, most of the work is small changes every week: a new lead source, a new hire, an alert that broke. A retainer covers that for less than a salary, and the audit shows how much work there really is. Hire an admin or use a retainer compares the two. If you do hire, here's how to hire a Salesforce admin, with interview questions and a paid test.

We're adding reps or opening a new market. Should we fix the CRM first?

If you can, yes. More leads through the same leaks means more money lost the same way. The audit tells you what to fix before you scale, in the order I'd fix it. For the setup itself, use the checklists for adding acquisitions reps and opening a new market.

We're on Podio, REsimpli or GoHighLevel. Can you audit that?

No. The audit is built for Salesforce. If you're outgrowing another CRM or spreadsheets, the right first step is a move to Salesforce: I map what you track today, move your data and build around how your team works. See how a move to Salesforce works, or plan it on a free call.

What does it cost?

Ongoing support is a monthly block of hours, month to month, with the price shared on a free call. A full implementation is quoted as a project after a free call. For a first look at your org, the CRM Revenue Audit is a fixed price shown on its page, and the full fee comes off a build, or your first three months of support, if you go ahead within 30 days. Salesforce licenses are billed by Salesforce, so ask your account manager for a quote for your team size; teams can often get a discount.

You're in Cairo. How does that work?

I work US hours, 9am to 6pm Eastern, Monday to Friday, and reply within one business day. That's how I've worked with a home-buying company in Ohio for two years. Calls are booked at a time that suits you.

You're one person. Why not an agency?

With an agency, your project often goes through a project manager to a consultant who may never have worked in real estate. With me, the person who answers your message is the person who builds it. The honest trade-off: I'm one specialist, not a ten-person team, so I'll tell you straight on the first call what fits this week. Everything I build lives in your org and belongs to you, and I write down how each piece works so another admin could take it over.

What access do you need, and is our data safe?

For the audit, a read-only Salesforce user covers most of the review. You create the user, so you can see what it does and switch it off at any time. It does use one of your Salesforce licenses; if none is spare, we can free one or do the review on screen shares instead. Nothing in your org changes without your OK, and each quick fix (up to 3) is agreed with you first. Your data stays in your org, and I'm happy to sign your NDA before I log in.

What have you actually built?

For two years I've run the Salesforce for a two-market home-buying company in Ohio: campaign ROI by market checked against the books, missed-call alerts on every marketing number, follow-up that stops when a seller replies, a Transactions Board for every file under contract, and settings ops can change without a developer. At Pezon Properties in Pennsylvania I delivered 50+ requests, including a campaign ROI dashboard with 25 funnel metrics and a rebuilt transaction coordination app.

Do you work with teams outside the US?

Yes. Investors in Canada, the UK and Europe get the same offer and the same terms, and their working hours overlap with mine. See Salesforce for Canadian investors and Salesforce for UK property investors.

Do you train the team too?

Yes. Before Salesforce I spent eight years as an Adobe Certified Instructor and taught 8,000+ students, rated 4.9/5. Every build comes with training built around your team's daily work.

About Salesforce

Is Salesforce worth it for a wholesaling or home-buying team?

It depends on your size and how custom your process is. Investor CRMs are faster to start with. Salesforce makes sense when you need your own pipeline, reports leadership trusts, or more integrations than an investor CRM allows. I wrote the honest version, including when Salesforce is overkill: Salesforce vs investor CRMs.

How do you set up speed to lead in Salesforce?

A Flow runs the moment a lead is created: it assigns the lead to the right rep or queue, creates a callback task and sends an alert. Missed calls on marketing numbers create their own callback tasks, and a report shows how long sellers really wait. The full setup is in the speed to lead guide.

How long does a Salesforce implementation take?

Most focused builds take 6 to 12 weeks, scoped up front: the design first, then the core build (lead routing, pipeline, automations and integrations), then reports and training. Bigger builds take longer and are scoped before they start.

Next Monday

Make next Monday the one you can trust.

Book a free 30-minute call and tell me how your team works today, on Salesforce, Podio, REsimpli, GoHighLevel or spreadsheets. We'll find the quick wins and the right next step. No pressure.

Or send a message

A line or two about your team and your CRM is plenty.

I personally reply to every message within one working day.

Book a free callThe audit