Real Estate Boldtrail CRM Expertise Required (Boldtrail ONLY – MUST Have Experience)
Budget: $30 – $250 USD
Freelancer Needed: Real Estate CRM Specialist (Boldtrail Only – Must Have Experience)
Job Description:
I’m a licensed real estate agent based in Maryland and Washington, DC, specializing in both residential and commercial real estate. I’m seeking a project-based freelancer with proven, hands-on experience managing Boldtrail CRM specifically for real estate professionals.
Please do not apply if you have not directly used Boldtrail CRM. Applications without verifiable experience will not be considered.
Scope of Work:
Audit and reorganize the existing Boldtrail contact database
Set up automated workflows for lead follow-up, tasks, and reminders
Customize buyer and seller email/text sequences for conversion
Integrate lead sources and implement smart contact tagging
Build dashboards to track pipeline performance and lead source metrics
Ensure the system supports lead nurturing and optimized conversions
Required Qualifications:
Must have direct experience using Boldtrail CRM for a real estate business
Familiarity with real estate lead funnels, email/SMS marketing, automation
Organized, detail-oriented, and proactive communicator
Able to work independently and deliver within deadlines
Project Duration:
Approximately 10–20 hours for the initial setup
Opportunity for ongoing part-time work based on performance
Budget:
Please include your bid and examples of Boldtrail CRM setups you’ve completed (real estate only).
Job Description:
I’m a licensed real estate agent based in Maryland and Washington, DC, specializing in both residential and commercial real estate. I’m seeking a project-based freelancer with proven, hands-on experience managing Boldtrail CRM specifically for real estate professionals.
Please do not apply if you have not directly used Boldtrail CRM. Applications without verifiable experience will not be considered.
Scope of Work:
Audit and reorganize the existing Boldtrail contact database
Set up automated workflows for lead follow-up, tasks, and reminders
Customize buyer and seller email/text sequences for conversion
Integrate lead sources and implement smart contact tagging
Build dashboards to track pipeline performance and lead source metrics
Ensure the system supports lead nurturing and optimized conversions
Required Qualifications:
Must have direct experience using Boldtrail CRM for a real estate business
Familiarity with real estate lead funnels, email/SMS marketing, automation
Organized, detail-oriented, and proactive communicator
Able to work independently and deliver within deadlines
Project Duration:
Approximately 10–20 hours for the initial setup
Opportunity for ongoing part-time work based on performance
Budget:
Please include your bid and examples of Boldtrail CRM setups you’ve completed (real estate only).