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$
USD
I will optimize your lofty crm follow up boss and kvcore account
Wordpress Website Designs Expert
I’m Alfredo Leo, a WordPress website builder based in Italy. I create websites that are simple, modern, and built to truly represent the people and businesses behind them.
For me, every project start...
About this Gig
Are you struggling to manage leads, follow-ups, and client communication in your real estate business?
I provide professional setup and optimization services for Lofty CRM, Follow Up Boss, and KVCore to help streamline your workflow and improve lead management.
Services include:
- Lofty CRM setup and optimization
- Lofty Smart Plan configuration
- Follow Up Boss setup
- KVCore customization
- Pipeline and lead stage setup
- Contact import and organization
- Email and SMS automation
- Lead routing and assignment rules
- Calendar integration
- Workflow automation
- Website lead capture connections
Why choose me?
- Customized CRM setup
- Organized and scalable workflows
- Clear communication
- Attention to detail
- Support for new and existing accounts
Whether you need a new CRM setup or optimization of an existing system, I can help create an organized workflow tailored to your business needs.
Please contact me before ordering to discuss your project requirements and choose the most suitable package.
Industry:
Art & design
•
Marketing & advertising
•
Real estate
Software:
Airtable
FAQ
What do you need to get started?
I will need details about your CRM account, project goals, existing workflows (if any), and any specific requirements you would like implemented. A complete requirement list will be provided after the order is placed.
Can you set up Smart Plans and automations?
Yes. I can configure Smart Plans, lead routing, follow-up workflows, email automations, and other CRM processes based on the features available within your platform.
Can you import my contacts into the CRM?
Yes. I can assist with importing contacts and organizing your database, provided the contact data is supplied in a compatible format.
Do you customize CRM pipelines and stages?
Yes. I can create or optimize pipelines, lead stages, tags, and workflow structures to match your business process.
Can you connect my website to my CRM?
Yes. Depending on your platform and available integrations, I can help connect lead capture forms and website inquiries to your CRM.
Do you provide email and SMS automation setup?
Yes. I can configure automated follow-up sequences using the tools and features available within your CRM account.
