Browse categories
Explore
Fiverr Pro
English
$
USD
I will set up lofty, follow up boss, boldtrail real estate CRM automation
United States
I speak English, Italian, Dutch, Spanish, French, Ukrainian, Swedish, German
10 orders completed
Quality Work, Quality Delivery
Your business deserves more than just online presence — it needs real results. I help you attract the right audience, turn visitors into paying customers, and grow your revenue consistently. From high...
Highly Responsive
Known for exceptionally quick replies
About this Gig
Your real estate CRM should make it easier to organize leads, manage conversations and keep your team consistent not leave you wondering what happens next.
I help real estate agents, teams and brokerages set up and organize CRM systems such as Lofty, Follow Up Boss, BoldTrail and other real estate platforms around their actual workflow.
You get a CRM that is structured for your business, with the right stages, fields, tags, tasks and automation in place.
What I can set up:
- CRM account and pipeline configuration
- Lofty Smart Plans and automation
- Follow Up Boss Action Plans and workflows
- BoldTrail Smart CRM and campaigns
- Lead routing and lead assignment
- Lead stages, tags and custom fields
- Email and SMS automation
- Lead nurturing sequences
- Tasks, reminders and activity rules
- Lead import and database organization
- IDX and website CRM connections
- AI VA / ISA setup where supported
- CRM migration and workflow cleanup
If your CRM is already active but feels disorganized, I can also audit the setup and improve the workflow.
Send me a message with your CRM and what you want to improve, and I'll recommend the right setup.
Software:
Lofty
Industry:
Business services & consulting
•
Real estate
•
Software
My Portfolio
FAQ
Can you work with my existing CRM account?
Yes. I can configure an existing account, clean up the current setup and improve the workflow without rebuilding everything from scratch.
Which real estate CRMs do you support?
I primarily work with Lofty, Follow Up Boss, BoldTrail and KVCore, and can also assist with platforms such as REI Reply, Wise Agent, GoHighLevel and similar systems.
Can you build automated lead workflows?
Yes. I can configure Smart Plans, Action Plans, lead routing, tasks, email/SMS sequences and other supported automation.
Can you migrate my leads into the CRM?
Yes. I can help organize and import your existing database, including fields, tags and lead information where the platform supports it.
Can you work with a CRM that is already set up?
Yes. If your CRM is messy or your current automation isn't working as expected, I can audit it and make the necessary improvements.
