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I will setup real estate crm gohighlevel crm lofty crm kvcore boldtrail lofty website
Email Marketing and CRM Automation Specialist
Hello! I'm Shallom. If you are looking for a CRM that works for your business instead of creating more work, you are in the right place. I help businesses and real estate professionals get the most fr...
About this Gig
Your real estate CRM should generate leads, automate follow ups, and help you close more deals, not create extra work. If your GoHighLevel CRM, Lofty CRM, kvCORE, or BoldTrail isn't set up correctly, leads get missed, and opportunities are lost.
Get a professionally configured real estate CRM designed to capture, nurture, and convert leads. Whether you need a GoHighLevel CRM, Lofty CRM, kvCORE, BoldTrail, Lofty Website, IDX website, or complete automation, your system will be tailored to your business.
My Services Include:
- GoHighLevel CRM setup and automation
- Lofty CRM, kvCORE, or BoldTrail configuration
- Lofty Website and IDX website optimization
- Pipelines, Smart Plans, and workflow automation
- Lead capture forms, calendars, and follow ups
- Email and SMS automation
- Contact import, tags, and segmentation
- Testing and optimization before delivery
Perfect for real estate agents, teams, and brokerages ready to streamline operations, generate more leads, and close more deals. Message me before ordering or choose the package that fits your goals.
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
Sort By
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?
