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I will set up kvcore boldtrail lofty rei reply chime real estate crm
Real Estate CRM expert: Setup, Automation and Ongoing management
Your CRM isn't the problem, a half-finished one is. I don't just set up Follow Up Boss, BoldTrail (kvCORE), Wise Agent, Top Producer, and GoHighLevel for real estate agents; I build the automation, fi...
About this Gig
I WILL SETUP KVCORE BOLDTRAIL LOFTY REI REPLY CHIME REAL ESTATE CRM
BoldTrail (formerly kvCORE) is one of the most powerful real estate platforms available and one of the easiest to leave half-configured. Between Smart CRM, IDX websites, and Smart Campaigns, most agents activate maybe 20% of what they're paying for, then wonder why the "AI that nurtures leads for you" never actually does anything.
I'll configure your BoldTrail account properly: lead sources connected into one Smart CRM instead of a split database, Smart Campaigns built for how buyers and sellers actually move through your pipeline, your IDX site customized for the neighborhoods you serve, and behavioral automation actually turned on and tested.
This is especially useful for eXp agents getting BoldTrail for the first time, and for solo agents who don't want to pay for official onboarding just to get the basics running.
You'll get a working system, not just a login.
Message me first if you're migrating from kvCORE or another CRM so I can scope the cleanup properly.
Software:
kvCORE
Industry:
Construction
•
Real estate
FAQ
Is this the same as kvCORE?
kvCORE was rebranded to BoldTrail in 2024. Same platform, same setup process, updated interface.
I'm an eXp agent and got BoldTrail free through my brokerage, can you still set it up?
Yes, this works the same whether you're on eXp's front-office platform or a paid standalone subscription.
Will you migrate my existing contacts from another CRM?
Yes, contact import and cleanup is included from Standard up. Send your export file after you order.
Do you build the IDX website too?
Basic customization is included in every package. Full custom area pages are part of the Premium package.
Why does BoldTrail feel so complicated?
It's an all-in-one platform (CRM + website + marketing automation), so there are more moving parts than a single-purpose CRM. That's exactly what this gig untangles.
Do you also work with Lofty, Chime, or REI Reply?
Yes. Lofty and Chime are close cousins of kvCORE/BoldTrail (Chime rebranded to Lofty), so the same setup process applies with minor interface differences. REI Reply is built more for investor lead follow-up than agent-side smart campaigns. Message me with your platform first
