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English
$
USD
I will setup lofty CRM smart plans automation idx website boldtrail kvcore
Custom cake
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About this Gig
Stop losing real estate leads because your CRM, automation, and IDX website are not working as one system.
I will set up Lofty CRM, Smart Plans, IDX website, BoldTrail, and kvCORE around your real estate workflow so leads stay organized, nurtured, and easier to manage from one place.
A properly configured system can help reduce missed tasks and create a more consistent lead-nurturing process.
What I will do:
- Lofty CRM setup, pipelines, contacts & lead organization
- Smart Plans and automated workflows
- IDX website setup and lead-capture configuration
- BoldTrail / kvCORE setup and customization
- Forms, routing, tags, stages & basic integrations
- System testing and handover guidance
What I will NOT do:
- Paid subscriptions, domains or third-party fees
- Custom coding outside the agreed scope
- Real estate copywriting or photography
- Paid ads or guaranteed leads/revenue
- Ongoing management unless purchased separately
You get a cleaner workflow, better lead organization, and a system built around your process instead of a generic setup.
Message me with your platform and goals, or click Order Now to get started.
Software:
Jobber
Industry:
Business services & consulting
•
Construction
•
E-Commerce
FAQ
Can you set up Lofty CRM for my real estate business?
Yes. I can configure Lofty CRM with your contacts, pipeline, lead organization and basic workflow settings. Your Lofty CRM setup will be aligned with how you manage incoming leads.
Can you create Smart Plans and automated follow-up?
Yes. I can configure Smart Plans for lead nurturing, follow-ups and workflow triggers. Your Smart Plans can be structured around the lead types and follow-up process you provide.
Do you setup an IDX website?
Yes. I can configure your IDX website, lead-capture elements and related settings within the agreed scope. The IDX website setup can be tested before delivery
Do you work with BoldTrail?
Yes. I can assist with BoldTrail configuration and workflow setup based on your requirements. Your BoldTrail account access and existing setup will determine the exact scope.
Can you work with kvCORE?
Yes. I can configure kvCORE features included in your selected package. Your kvCORE workflow can be organized around your lead-management requirements.
Is this suitable for a real estate CRM?
Yes. The service is designed around real estate CRM workflows, lead organization and follow-up. Your real estate CRM setup will be configured according to your business process.
Can you configure the complete system?
Yes. The Premium package can combine CRM configuration, automation, IDX and testing. This gives you a more connected real estate CRM workflow while incorporating the relevant platform tools.
