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$
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I will setup lofty, boldtrail, kvcore, follow up boss, rei reply, real estate website
BoldScale Your CRM With Proven Automation Systems
I’m Samuel, a real estate automation specialist with 4+ years of experience helping over 200 agents, teams, and brokerages build scalable systems. As an Inside Real Estate–certified expert, I design C...
Level 2
Has met high performance criteria and has a proven track record for meeting client expectations.
About this Gig
If you're in real estate, you know how important it is to keep track of leads, follow up at the right time, and have a system that works for you. I can help you set up Lofty CRM, kvCORE, Follow Up Boss, REI Reply, and even an IDX website so everything runs smoothly.
I'll help you with:
- Account Setup & Optimization (Including Lofty CRM & IDX Website)
- Lead Management & Pipeline Monitoring
- List Upload & Lead Generation
- IDX Website Integration
- Automated Workflows & Campaigns
- Follow-Up Boss Third-Party Integrations
- Email Marketing & Drip Campaigns
- Designing High-Converting Landing Pages & Websites
- Exciting Newsletters & Email Automation
- Data Analytics & Reporting
- Transaction Management
- Operational Intelligence
- Virtual Assistant Support
WHY ME?:
- Increased conversion rates
- Higher quality leads
- More sales and revenue
- A better marketing campaigns
If you're ready to get your systems in order, send me a message, and let's get started!
Lofty CRM, kvCORE, REI Reply, Boomtown, Boldtrail, Sierra interactive, Lofty CRM, kvCORE, REI Reply, Boomtown, Boldtrail, Sierra interactive
Software:
HubSpot
Industry:
Environmental
•
Financial services
•
Real estate
My Portfolio
FAQ
What do I need to provide for the setup?
You'll need to share access to your CRM account (Lofty, kvCORE, Follow Up Boss, or REI Reply), IDX website credentials (if applicable), and any specific preferences for automation, lead management, or integrations.
How long does the setup process take?
The time required depends on the complexity of your setup. Basic configurations can be done within 1-3 days, while more advanced automation and integrations may take up to 5-7 days.
Can you integrate third-party tools with my CRM?
Yes! I can connect your CRM with email marketing platforms, lead capture forms, calendars, and other tools to ensure everything works together seamlessly.
Will you provide training or support after setup?
Absolutely! I’ll guide you through the setup and offer basic training if needed. If you need ongoing support, we can discuss a separate package.
Can you help with lead generation and marketing campaigns?
Yes, I can assist with email marketing, drip campaigns, landing pages, and automation to help you attract and convert more leads. Let’s discuss your goals to create the best strategy for you!
Reviews
2 reviews for this Gig
| (2) | ||
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
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Most relevant
C 
chaylew
Repeat Client
United States
Reliable and very communicative. I would recommend these services to anyone looking for efficiency and craftsmanship.
Up to $50
Price
4 days
Duration
S 
Seller's Response
Helpful?J jackbouvier
Repeat Client
Canada
Great work!
Up to $50
Price
6 days
Duration
S Seller's Response
Helpful?
Reviews
2 reviews for this Gig
| (2) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
C chaylew
Repeat Client
United States
Reliable and very communicative. I would recommend these services to anyone looking for efficiency and craftsmanship.
Up to $50
Price
4 days
Duration
S Seller's Response
Helpful?J jackbouvier
Repeat Client
Canada
Great work!
Up to $50
Price
6 days
Duration
S Seller's Response
Helpful?
