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$
USD
I will set up real estate CRM boldtrail kvcore lofty automation
Samuel O
About this gig
Running a real estate business but your CRM isn't pulling its weight?
I help real estate agents, teams, and brokerages set up, customize, and automate BoldTrail, kvCORE, and Lofty so leads get captured, nurtured, and converted automatically, without you lifting a finger.
What I'll do for you:
- Full account setup and configuration (BoldTrail, kvCORE, or Lofty)
- Custom lead routing, drip campaigns, and smart plans/workflows
- IDX/website integration and lead capture forms
- Pipeline and stage customization for your sales process
- Email/SMS automation sequences for new leads
- Bonus: VBOUT integration for additional marketing automation, email campaigns, and reporting dashboards (great if you run separate marketing ops alongside your CRM)
Why work with me:
I come from a systems-and-automation background I've built CRM pipelines, lead workflows, and outreach systems for real estate firms across multiple markets. I focus on making your CRM actually work for you, not just look set up.
Let's get your CRM running like a lead-generation machine.
Order me
Get to know Samuel O
Samuel O
CRM and CSM Expert! Website Designer, Web management, Site Maintanance
- FromNigeria
- Member sinceMar 2025
- Avg. response time1 hour
- Last delivery8 months
Languages
English, Spanish, French
Hello!
This is Samuel!
I help businesses and creators build websites, CRM systems, and automations that actually work, without confusion or wasted effort. I take time to understand how your business operates before setting anything up, so every solution fits your goals and workflow.
Clients value my calm approach, clear communication, and structured delivery. I don’t just build systems - I explain them, support you through the process, and make sure you feel confident using them.
If you want reliable results and a smooth experience, I’d be glad to work with you.
My Portfolio
FAQ
What is BoldTrail, kvCORE, or Lofty?
These are all-in-one real estate CRM and lead generation platforms used by agents, teams, and brokerages (BoldTrail was formerly kvCORE's parent brand Inside Real Estate and Lofty is a similar competitor). If you're using any of these, I can help you get
What if I don’t have an email list yet?
No problem. I can help you set up sign-up forms and segment new subscribers as they come in.
Can you write the email content for me?
Yes, Email copy is included in the Premium package. For Basic and Standard, you can provide the content or request it as an extra.
Do I need an active subscription to use this service?
Yes. You'll need an active BoldTrail, kvCORE, or Lofty account. I work within your existing subscription to set up and configure everything.
What exactly will you set up in my CRM?
Depending on your package, this includes account/profile setup, pipeline and stage customization, lead capture forms, IDX integration, smart plans/drip campaigns, and lead routing/automation rules.
