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I will setup real estate crm gohighlevel crm lofty crm kvcore boldtrail lofty ghl crm
CRM Automation and Marketing Systems Specialist
I'm Shallom, a CRM & Marketing Automation Specialist helping businesses streamline their CRM, automate repetitive tasks, manage leads, and improve follow-up. With 4+ years of experience in GoHighLevel...
About this Gig
Are leads entering your CRM but not getting the right follow-up?
Is your GoHighLevel, Lofty, kvCORE, or BoldTrail CRM difficult to manage, poorly organized, or missing the automation you need?
I help real estate agents, teams, and brokerages set up and optimize their CRM so leads are captured, organized, routed, and followed up with automatically.
Whether you are starting from scratch, moving from another CRM, or fixing an existing setup, I will build a system around your actual business and sales process.
What I Set Up & Optimize
- Real Estate CRM Setup
- Lead Capture & Routing
- CRM Pipelines & Smart Plans
- Email & SMS Automation
- Contact Organization & Migration
- IDX & Real Estate Website Setup
- Integrations & Workflow Automation
- Testing & Optimization
Perfect For:
- Real estate teams
- Brokerages
- Agencies switching CRMs
- Businesses with an existing CRM that needs cleanup
- Agents who want to reduce repetitive manual task
Send me a message and tell me what CRM you are currently using, what you want to accomplish, or what isn't working. I will help you determine the right setup before you place your order.
Let's turn your CRM into a system that works for your business not another platform
Software:
Lofty
Industry:
Business services & consulting
•
Real estate
•
Insurance
My Portfolio
FAQ
Can you migrate my contacts and data from another CRM into Lofty or kvCORE?
Yes. I handle full data migration including contacts, tags, and notes from platforms like Follow Up Boss, Chime, or Wise Agent into your new real estate CRM.
Will the IDX website pull live MLS listings automatically?
Yes. I connect your IDX website to your local MLS feed so listings update automatically and leads can search live inventory directly on your site.
How do Lofty smart plans work for follow up?
Smart plans automate your follow up with timed emails, texts, and tasks based on lead behavior, so buyers and sellers get consistent contact without you manually reaching out.How do Lofty smart plans work for follow up?
Can you set this up for a team, not just a solo agent?
Yes. I configure team lead routing, round robin assignment, and permission levels so your whole team works out of one CRM without confusion.
Does this work if I'm switching from kvCORE to GoHighLevel or Lofty?
Yes. I handle platform transitions, rebuilding your automations, smart plans, and website structure so nothing gets lost in the switch.
Can you customize automation for specific lead sources like Zillow or Facebook ads?
Yes. I build source specific automation so leads from different channels get tailored follow up sequences based on where they came from.
Will I be able to manage the CRM myself after setup?
Yes. Every project includes clear documentation showing how to edit smart plans, manage leads, and update your IDX website without starting over.
Can you integrate the CRM with tools like DocuSign, Calendly, or dialers?
Yes. I connect your real estate CRM to third party tools including e-signature platforms, scheduling tools, and calling or texting systems.
Do you set up past client and sphere of influence campaigns?
Yes. I build long term nurture campaigns specifically for past clients and your sphere, keeping your name in front of them for referrals and repeat business.
What do you need from me before you start the setup?
I will need access to your CRM account, MLS/IDX credentials, your branding, and any existing contact lists to begin the build.
Reviews
1 reviews for this Gig
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
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Most relevant
B 
bizpartner1
United States
Thank you Shalom for setting this up for me.
$100-$200
Price
5 days
Duration
Helpful?
Reviews
1 reviews for this Gig
| (1) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
Most relevant
B bizpartner1
United States
Thank you Shalom for setting this up for me.
$100-$200
Price
5 days
Duration
Helpful?
