I will migrate follow up boss, kvcore, chime, boldtrail to lofty CRM setup

Richard

United Kingdom

I speak English, Spanish, French

Lofty CRM Automation Consultant Lead Routing, Smart Plans And Pipeline Systems

I help real estate agents, teams, brokers, and investors build scalable systems inside Lofty CRM. My focus is lead routing, Smart Plans, pipeline automation, follow-up workflows, agent assignment, lea...
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About this Gig

Moving from Follow Up Boss, kvCORE, Chime, BoldTrail, Wise Agent, or another real estate CRM to Lofty CRM?

I help real estate agents, brokers, teams, and investors migrate their CRM data safely while rebuilding the workflows, automations, and lead management systems needed to keep your business running smoothly.

I will help you transition into Lofty CRM with a clean structure that supports lead generation, lead nurturing, transaction management, and long-term growth.


SERVICES INCLUDED:

  • Follow Up Boss to Lofty CRM Migration
  • kvCORE to Lofty CRM Migration
  • Chime to Lofty CRM Migration
  • BoldTrail to Lofty CRM Migration
  • Contact Import & Data Cleanup
  • Smart Plan Configuration
  • Lead Source Organization
  • Email Automation Setup
  • SMS Automation Setup
  • Task Automation
  • Agent Assignment Rules
  • Team Permission Setup
  • Calendar Integration
  • IDX Lead Integration
  • Zapier Integration
  • Make.com Integration


Contact me before placing an order so I can review your CRM and recommend the best package.


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migrate follow up boss, kvcore, chime, boldtrail to lofty CRM setup
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migrate follow up boss, kvcore, chime, boldtrail to lofty CRM setup

Software:

Lofty

Industry:

Construction

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Real estate

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Software

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