I will wise agent follow up boss lofty crm boldtrail crm automation
youtube automation
About this Gig
Struggling with manual follow-ups, disorganized leads, or a CRM that isn't doing the work for you? I set up and automate real estate CRMs Follow Up Boss, Lofty crm, kvCORE, Podio crm, BoldTrail, and GoHighLevel so every lead gets an instant response, gets nurtured automatically, and never falls through the cracks.
What I do:
- Full CRM setup and account optimization and management
- Custom pipelines, smart lists, and lead routing
- Automated drip campaigns and follow-up workflows
- IDX/MLS website setup and integration
- CRM-to-CRM migration (contacts, notes, history) including large databases
- Training and a walkthrough video so you actually know how to use your own system
I work with agents, teams, and brokerages moving between platforms or setting up for the first time. Clear communication, realistic timelines, and a system built around how you actually sell not a generic template.
Send me a message with your current setup and goals, and I'll tell you exactly what's needed to get your CRM working for you instead of against you.
Contact me now!!!
Software:
Lofty
Industry:
Data analytics
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Marketing & advertising
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Real estate

