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$
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I will setup kvcore, boldtrail, automation, campaign, lofty, housecall pro
I will set up Jobber CRM, workflows, automation and integrations
I’m a CRM and automation specialist helping service-based businesses streamline their operations with Jobber. I provide professional Jobber setup, CRM configuration, workflows, scheduling, quotes, inv...
About this Gig
Imagine this:
A new real estate lead enters your system, gets assigned to the right agent, receives the right follow-up, and stays nurtured automatically without your team chasing every task manually.
That is exactly what I help you build inside kvCORE / BoldTrail.
I will set up and optimize your kvCORE CRM so your leads are organized, routed correctly, followed up consistently, and moved through a clear real estate sales process.
My services include:
- kvCORE / BoldTrail CRM setup
- Lead routing and agent assignment
- Smart Campaign setup
- Buyer and seller follow-up workflows
- Lead source, status and hashtag organization
- Old lead reactivation campaigns
- IDX lead capture setup
- Contact import and database organization
- Automated tasks and follow-up sequences
- CRM cleanup and optimization
- Troubleshooting existing campaigns
- Real estate lead nurture automation
Whether you are a solo realtor, team, brokerage, or real estate investor, I can help turn your kvCORE account into a structured lead conversion system.
Message me before ordering so I can review your current setup and recommend the best solution.
Software:
kvCORE
Industry:
Marketing & advertising
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Real estate
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Software
FAQ
What do you need to start my kvCORE setup?
I will need access to your kvCORE/BoldTrail account and information about your real estate business, team, lead sources, and desired follow-up process.
Can you set up Smart Campaigns for buyers and sellers?
Yes. I can create and organize Smart Campaigns for new buyers, sellers, old leads, follow-ups, nurturing, and reactivation.
Can you fix an existing kvCORE account?
Yes. I can review your current CRM, identify issues with campaigns, lead routing, organization, and automation, then optimize the setup.
Can you set up lead routing for a real estate team?
Yes. I can configure lead assignment and routing based on your team structure, lead sources, locations, or preferred distribution process.
Do you work with kvCORE and BoldTrail?
Yes. I can assist with kvCORE/BoldTrail CRM setup, Smart Campaigns, lead organization, routing, IDX-related lead workflows, and automation.
