Browse categories
Explore
Fiverr Pro
English
$
USD
I will setup real estate, lofty CRM, kvcore lofty wise agent
About this Gig
Your CRM shouldn't be another thing you have to babysit every day.
If leads are sitting in the wrong pipeline, follow ups are being missed, contacts are all over the place, or your CRM was set up but never really finished, I can help you sort it out.
I work with Lofty CRM Boldtrail, KVCore for real estate agents and teams that need their CRM properly set up, cleaned up or customized around the way they actually work.
My Offers;
Follow Up Boss
- CRM setup
- Pipelines and stages
- Tasks and reminders
- Lead organization
- Follow-up setup
Lofty CRM
- CRM setup and customization
- Pipelines and tags
- Smart Plans
- Automations
- Lead management
KVCore
- CRM setup and organization
- Campaigns
- Lead follow-up
- Automation
- Website and IDX setup
Already have a CRM that's been sitting there for months and isn't working the way you want?
That's fine too. I can work with your existing setup, clean up what needs fixing and help put the right pieces in place.
Your CRM should make your day easier, not give you more work.
Not sure where to start? Send me a message and tell me what you're currently using, what's not working, or what you want to set up.
We can figure out the right way to tackle it, DM.
Software:
Lofty
My Portfolio
Other Software Management Services I Offer
FAQ
Do you work with Follow Up Boss, Lofty and KVCore?
Yes. I work with all three and can help with setup, customization, organization and CRM management.
Can you set up my CRM from scratch?
Yes. I can set up the basic structure, pipelines, tags, contacts, lead routing and other required settings.
I already have a CRM. Can you work on my existing setup?
Yes. You don't have to start over. I can work with your current setup, clean things up and make the necessary changes.
Can you set up Smart Plans and follow-up automation?
Yes. I can set up Smart Plans, campaigns and follow-up automation based on how you want your leads handled.
Can you clean up my CRM?
Yes. I can help organize contacts, tags, pipelines and other areas that have become difficult to manage.
Can you set up my IDX website too?
Yes, if the platform and your requirements support the required IDX setup.
Do I need to contact you before ordering? .
Do I need to contact you before ordering? Not necessarily. If your requirements are clear, you can order directly. If you're unsure which package you need, message me first and I'll help you choose.
