Browse categories
Explore
Fiverr Pro
English
$
USD
I will setup and customize lofty automation landing page kvcore fub idx website crm
Real Estate CRM and Workflow Automation Specialist
Turn more leads into closed deals with advanced CRM and workflow automation. I help real estate businesses optimize platforms like Lofty, Follow Up Boss, and BoldTrail through custom CRM setups, AI au...
About this Gig
Ready to grow your business with a smarter CRM system and a professional website designed to convert visitors into clients?
I specialize in CRM setup, automation, and web site development for real estate professionals, entrepreneurs, and growing businesses looking to improve lead management, streamline operations, and increase conversions.
From custom CRM configuration to high-performing web sites, I create systems that help businesses stay organized, automate repetitive tasks, and manage client relationships more efficiently. My goal is to build solutions that not only look professional but also support long-term business growth.
Services I Offer
- CRM setup and integration
- Lofty, BoldTrail, kvCORE, Chime & Follow Up Boss optimization
- IDX and real estate web site development
- Lead management and workflow automation
- Pipeline setup and task organization
- Web site redesign and customization
- Automation tools and third-party integrations
- Ongoing support and system guidance
With the right CRM and web site in place, your business can operate more efficiently, respond to leads faster, and create a smoother experience for both your team and your clients.
Send a message today and lets discuss
Software:
Lofty
Industry:
Medical & pharmaceutical
•
Real estate
•
Wellness
My Portfolio
FAQ
Which CRM platforms do you work with?
I work with popular CRM platforms including Lofty, kvCORE, Follow Up Boss, and other real estate CRM systems. I can help with setup, optimization, automation, and integrations.
Can you build or redesign my website as well?
Yes. I design and redesign professional business and real estate websites, including IDX-integrated websites that are responsive, modern, and optimized for lead generation.
Do you provide workflow automation and lead management setup?
Absolutely. I can automate follow-ups, lead routing, task assignments, email sequences, and pipeline workflows to help you manage leads more efficiently and improve response times.
Can you migrate my existing CRM data?
Yes. I can assist with CRM migration, including importing contacts, leads, pipelines, notes, and workflows while keeping your data organized and properly structured.
Will you provide support after the project is completed?
Yes. I provide ongoing support, guidance, and assistance to help you understand your CRM system, manage your workflows, and ensure everything continues running smoothly after delivery.
