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I will setup your boldtrail CRM kvcore real estate system
About this Gig
Need help getting your BoldTrail CRM organized and ready for your real estate workflow?
I can help you set up and configure BoldTrail (formerly kvCORE) with a clean structure for managing contacts, leads, pipelines, follow-ups, and CRM workflows.
Depending on your package, I can assist with:
- BoldTrail CRM setup and configuration
- Contact organization and segmentation
- Lead and pipeline setup
- Basic follow up workflow configuration
- Smart Campaign setup
- CRM cleanup and organization
- Existing BoldTrail setup review
- Real estate CRM workflow configuration
This service is suitable for real estate agents, teams, and businesses that already have access to BoldTrail and need help organizing or configuring their CRM.
If your project requires a specific workflow or configuration, send me the details before ordering so I can confirm the scope.
Software:
kvCORE
Industry:
Business services & consulting
•
Real estate
•
Software
FAQ
What is BoldTrail?
BoldTrail is a real estate technology platform that includes CRM and marketing tools. This Gig focuses on helping you configure and organize your BoldTrail CRM based on the scope of your selected package.
Do you work with kvCORE?
Yes. BoldTrail is associated with the kvCORE platform, and the Gig can cover supported kvCORE/BoldTrail CRM configuration within the agreed scope.
Can you import my contacts?
Contact organization or import can be included when specified in the selected package. You must have authorization to provide the data.
Can you create follow-up campaigns?
Yes, campaign or follow up configuration can be included when supported by your package and the information/content required for the setup is provided.
