I will setup boldtrail lofty crm, lofty crm automations, boldtrail website, boldtrail
United Kingdom
Real Estate CRM Expert and Crypto Website Designer
About this Gig
Is your real estate CRM collecting dust instead of closing deals?
Most agents sign up for BoldTrail or Lofty CRM and never set it up correctly leaving leads unrouted, automations untouched, and money on the table.
I'll set up your CRM the right way so it works for you from day one.
- BoldTrail & Lofty CRM full account setup
- Lead pipeline, tags & routing configuration
- Drip campaigns & follow-up automations
- Email & SMS workflow sequences
- BoldTrail IDX website setup & branding
- Lead capture forms & CRM integration
- Platform walkthrough & handover
️ Tools & Platforms:
BoldTrail · Lofty CRM · Zapier · Google Workspace · IDX Integration
Ready to turn your CRM into a lead-closing machine?
Message me before ordering let's get your setup right.
Software:
Lofty
Industry:
Education
•
Manufacturing & storage
•
Real estate
FAQ
Do you work with both BoldTrail and Lofty CRM?
Yes, I specialize in both platforms and can handle setup, configuration, and automations for either.
What if I already have a Lofty or BoldTrail account set up partially?
No problem. I can audit what's already done and fix or build on top of your existing setup.
What automations can you set up?
I can configure lead routing, drip emails, SMS sequences, follow-up reminders, and pipeline stage triggers.
Is the BoldTrail website included in all packages?
Website setup is included in the Premium package. It can be added to Standard as an extra.
Do I need any technical knowledge to use the system after setup?
No, I'll walk you through everything and deliver a simple handover so you can manage it easily.
How long does a full CRM + automation setup take?
Standard setups take 4 days. Full BoldTrail website + CRM builds are delivered in 7 days.

