I will do boldtrail kvcore, lofty, kv core agent CRM, chime, idx realtor follow up boss


About this gig
I'm a real estate CRM & lead automation specialist who helps agents, teams organize leads, automate folIow-ups, & improve lead nurturing across platforms such as BoldTrail, kvCORE, Lofty, Chime, Follow Up Boss & REI Reply.
Are your real estate leads coming in but not getting followed up with consistently?
I can help you set up & organize your real estate CRM so you can manage leads, automate folIow-ups, & stay connected with potential buyers, sellers without doing everything manually. I work with real estate CRM platforms to help agents, brokers, & teams build practical workflows that support their day-to-day business.
My services include:
- CRM setup & organization
- Lead follow-up automation
- Lead nurturing campaigns
- CRM workflow automation
- Lead management
- Email campaigns
- CRM cleanup
- Integration support
Platforms I can help you with:
- BoldTrail
- kvCORE/kvCORE Agent CRM
- Lofty Chime
- FolIow Up Boss
- REI Reply
- IDX-related lead capture & follow-up workflows
Whether you're a solo agent looking for a better folIow-up system or a real estate team that needs more organized CRM, I'll work with your requirements to create setup that fits your business. ORDER NOW!
Delivery style preference
Please inform the freelancer of any preferences or concerns regarding the use of AI tools in the completion and/or delivery of your order.
Get to know Sam J
- FromNigeria
- Member sinceAug 2023
- Last delivery2 years
Languages
English, French, Spanish
My Portfolio
FAQ
Can you work on my existing CRM instead of setting up a new one?
Absolutely. I can review your current setup, organize contacts and pipelines, improve existing workflows, and help fix automation issues within the platform's available features.
Can you set up automated follow-ups for new buyer and seller leads?
Yes. I can help build follow-up sequences based on lead type, source, and stage. Depending on your CRM, these can include emails, texts, tasks, and reminders to help you follow up consistently.
Can you connect my IDX website or lead capture forms to my CRM?
I can assist with supported integrations between your website, lead capture forms, and CRM. The available options depend on your website provider, IDX solution, CRM plan, and integration permissions.
Can you import and organize my existing leads?
Yes. I can help organize and import contact data using supported formats and tools. Before starting, I'll need to understand your data format, contact volume, and how you want your leads categorized.
