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Fiverr Pro
English
$
USD
I will setup boldtrail CRM, lead management and email automation
Maymunae
About this gig
Looking for help setting up and organizing your BoldTrail CRM?
I can help you configure your BoldTrail CRM, organize your leads and contacts, structure your pipeline, and set up basic follow-up automation so your real estate business can manage leads more efficiently.
My BoldTrail services include:
BoldTrail CRM setup and configuration
Lead and contact organization
Pipeline setup
Lead tagging and organization
Lead management
Basic follow-up workflows
Smart Plan/workflow setup
Basic automation configuration
CRM cleanup and organization
Whether you are setting up BoldTrail for the first time or need help organizing an existing account, I can help you create a cleaner and more structured CRM setup.
Please message me before ordering if you need a specific BoldTrail feature, integration, IDX setup, or advanced automation so I can confirm that it is included in the package you need.
Let's get your BoldTrail CRM organized and ready to work for your business.
Get to know Maymunae
Maymunae
Shopify and Ecommerce Specialist SEO, Email and Automation
- FromItaly
- Member sinceSep 2026
- Avg. response time1 hour
Languages
Italian, English
Hi, welcome to my profile! 👋
I’m a digital specialist helping businesses improve their online presence, eCommerce stores, CRM systems, email marketing, and content.
My services include Shopify optimization, CRM & BoldTrail setup, email automation and deliverability, content repurposing, and website performance optimization.
I focus on practical solutions, clear communication, and quality work tailored to each client’s goals.
Have a project in mind? Feel free to message me, I’d be happy to help!
My Portfolio
FAQ
What do you need to get started?
I will need the necessary access to your BoldTrail account and your instructions about how you want your CRM, leads, pipeline, and automation organized.
Can you set up a new BoldTrail CRM?
Yes. I can help configure the CRM, organize contacts, structure the pipeline, and set up the services included in your selected package.
Can you organize my existing leads?
Yes. I can help organize leads and contacts using appropriate tags, categories, and pipeline stages based on your requirements.
Can you set up automation?
Yes. The Premium package includes basic follow-up and workflow automation. Please contact me first if you need advanced automation.
Do you provide BoldTrail IDX website setup?
This gig focuses primarily on CRM, lead management, and automation. Contact me first if you need IDX or website-related work.
Can you work with my existing BoldTrail account?
Yes. I can work with an existing account and help improve its organization and setup.
