I will setup real estate CRM, lofty, follow up boss, boldtrail, kvcore
About this Gig
Do You need a reliable real estate CRM setup that helps you manage leads, foll'ow up faster, and keep your sales process organized?
I will set up and customize your real estate CRM with the right pipeline, workflows, foll'ow-up automation, lead management, and integrations for your business.
I can help with:
- Real estate CRM setup & customization
- Lofty CRM, Foll'ow Up Boss, BoldTrail, kvCORE & GoHighLevel
- Sales pipeline & deal stage setup
- Lead management & segmentation
- Lead follow-up & nurturing automation
- Drip email campaigns & newsletters
- Workflow & task automation
- Appointment scheduling & reminders
- Lead capture forms & landing pages
- CRM integrations & third-party tools
- CRM workflow testing & optimization
If you're an agent, broker, real estate team, or property business, Ill build a structured CRM system around your sales process.
The goal is simple: better lead organization, faster follow-up, automated workflows, improved pipeline visibility, and less manual work.
Message me before ordering so I can understand your CRM requirements and recommend the right setup.
Software:
Lofty
Industry:
Business services & consulting
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Nonprofit
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Real estate
FAQ
What real estate CRM platforms do you work with?
I work with Lofty CRM, Follow Up Boss, BoldTrail, kvCORE, GoHighLevel, and other CRM platforms depending on your business requirements.
Can you set up and customize my real estate CRM?
Yes. I can configure your CRM, custom fields, lead stages, sales pipelines, workflows, dashboards, and other CRM settings.
Can you automate real estate lead follow-up?
Yes. I can create automated follow-up workflows, drip email campaigns, lead nurturing sequences, task automation, and appointment reminders.
Can you build a real estate sales pipeline?
Yes. I can create and customize pipelines for buyers, sellers, listings, appointments, deals, and other stages of your real estate sales process.
Can you set up lead management and segmentation?
Yes. I can organize lead stages, lists, tags, segmentation, lead routing, and follow-up processes to improve CRM lead management.
Can you integrate my real estate CRM with other tools?
Yes. I can connect your CRM with supported forms, calendars, websites, marketing tools, and third-party applications
Can you set up landing pages or lead capture forms?
Yes. Depending on your package, I can create lead capture forms or landing pages connected to your CRM workflow.
Can you optimize an existing real estate CRM?
Yes. I can review your current CRM setup, workflows, pipelines, and automation to identify configuration issues and improve your process.

