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$
USD
I will setup kvcore crm, follow up boss, boldtrail, lofty crm, idx mortgage website
A2P 10 DLC Expect
Hi, I’m an expert in A2P 10DLC compliance and TCR registration for platforms like RingCentral, Twilio, and GoHighLevel. I help businesses stay compliant and ensure their SMS campaigns run smoothly. Le...
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
About this Gig
Are you struggling to get the most out of your real estate CRM? I specialize in setting up and optimizing kvCORE, BoldTrail, Follow Up Boss, Lofty CRM, Wise Agent, and Brivity CRM for agents, teams, and brokerages who want a system that actually generates and converts leads not just sits there.
What I can help you with:
- Full kvCORE / BoldTrail account setup from scratch
- Custom IDX website design & branding
- Smart Campaign & drip automation setup
- Lead generation & follow-up workflows
- CRM migration (switching between kvCORE, Follow Up Boss, Lofty, Wise Agent, Brivity)
- Landing pages, forced registration & seller valuation pages
- Training & walkthroughs so your team can manage it confidently
I also support service business CRMs like Jobber, Housecall Pro, and JobTread for automation and workflow setup outside real estate.
Whether you're new to kvCORE and need it built from zero, or your account is already set up but underperforming, I'll configure a system built to save you time and turn more leads into closed deals.
Message me before ordering with your goals so I can recommend the right package for you.
Software:
kvCORE
Industry:
Marketing & advertising
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Real estate
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Software
My Portfolio
FAQ
Do I need to already have a kvCORE/BoldTrail account?
No, I can set up a brand new account from scratch, or optimize/fix an existing one. Just let me know your situation when you message me.
Can you migrate my data from another CRM (Follow Up Boss, Lofty, Wise Agent, Brivity)?
Yes, I can transfer contacts, notes, and campaign history into kvCORE/BoldTrail, or move you the other direction if you're switching platforms.
Will my IDX website be mobile-friendly and SEO-optimized?
Yes. Every website I build or customize is fully responsive across mobile, tablet, and desktop, with SEO best practices applied to the structure.
Do you offer training after setup is complete?
Yes, every package includes a walkthrough so you or your team can confidently manage the CRM, automations, and website going forward.
How long does a full setup take?
Basic optimizations are usually done within 1–2 days; full account builds with automations and IDX customization typically take 3–5 days depending on package.
