Browse categories
Explore
Fiverr Pro
English
$
USD
I will setup wise agent rei reply voice ai agent kvcore boldtrail rei reply automation
Business Automation Expert, N8N, HubSpot, GoHighLevel, Zapier, Make Integration
I’m David, a CRM Automation & Workflow Specialist with years of experience helping contractors, service businesses, eCommerce brands simplify and scale their operations using HubSpot, GoHighLevel, Sho...
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
About this Gig
Setup Wise agent Rei Reply Voice ai agent Kvcore Boldtrail Rei Reply Automation
Are you looking to organize your real estate leads and automate your follow-up process?
I will set up, customize, and automate Wise Agent, REI Reply, kvCORE, BoldTrail, and REI Reply Voice AI to help you manage leads, automate communication, and streamline your real estate sales workflow.
What I can help you with:
- Wise Agent CRM setup & customization
- REI Reply CRM & automation setup
- REI Reply Voice AI agent setup
- kvCORE / BoldTrail configuration
- Lead capture & lead routing
- Contact organization & pipeline setup
- Email & SMS follow-up sequences
- AI-powered lead engagement
- Appointment & task automation
- CRM integrations & workflow automation
- Lead reactivation campaigns
- Testing and workflow optimization
Whether you're an individual agent, real estate team, investor, or brokerage, I can build a structured CRM and automation system around your lead management process.
Platforms: Wise Agent | REI Reply | REI Reply Voice AI | kvCORE | BoldTrail
Send me your current CRM and workflow requirements, and Ill help you turn your lead follow-up process into a more organized and automated system.
Software:
Other
Other Software Management Services I Offer
FAQ
Which CRM platforms do you work with?
I work with Wise Agent, REI Reply, kvCORE, and BoldTrail, including REI Reply Voice AI and automation workflows.
Can you set up my CRM from scratch?
Yes. I can configure your CRM, contacts, pipelines, tags, lead stages, tasks, and core settings based on your real estate workflow.
Can you set up REI Reply Voice AI?
Yes. I can help configure your AI voice agent, lead handling workflow, follow-up process, and supported CRM actions.
Can you automate my lead follow-up?
Yes. I can create email, SMS, task, and AI-powered follow-up workflows designed around your lead sources and sales process.
Can you integrate my website or lead sources with the CRM?
Yes, where supported. I can help connect lead forms, websites, calendars, advertising lead sources, and other compatible tools.
Can you migrate my existing contacts?
Yes. I can import, organize, map, and clean contact data before or during the CRM setup.
Can you set up lead routing for my team?
Yes. I can configure supported lead assignment and routing workflows for agents or team members.
Do you test the automation before delivery?
Yes. I test the configured workflows and integrations to verify that leads, notifications, follow-ups, and automation steps are working as expected.
Do I need to provide the CRM subscription?
Yes. You’ll need an active account and the appropriate permissions for the platform you want me to configure. Software, AI, phone, SMS, or other third-party subscription fees are separate.
What do you need to get started?
I’ll need your CRM access/invitation, lead sources, contact data if applicable, desired workflow, follow-up requirements, and any integrations you want connected.
