Boldtrail CRM Specialist for Real Estate Needed
Budget: $30 – $250 USD
I'm a licensed real estate agent operating in Maryland and Washington, DC, specializing in both residential and commercial real estate. I’m seeking a freelancer with proven experience managing Boldtrail CRM specifically for real estate professionals.
This is a project-based contract with the potential for ongoing part-time work based on performance.
Scope of Work:
Audit and organize existing Boldtrail contact database
Set up automated workflows for lead follow-up, tasks, and reminders
Customize email sequences for buyer and seller leads
Integrate lead sources and optimize contact tagging
Set up performance tracking dashboards and pipeline stages
Ensure all systems support lead conversion and client nurturing
Required Qualifications:
Must have direct experience using Boldtrail CRM
Familiarity with real estate lead pipelines, email marketing, and automation
Strong organizational skills and attention to detail
Clear communication and ability to work independently
Project Duration:
Estimated 10–20 hours to complete initial setup, with potential for future work
Budget:
Please submit your bid with your experience and examples of previous Boldtrail CRM work.
Note: Only applicants with verifiable Boldtrail CRM experience will be considered.
This is a project-based contract with the potential for ongoing part-time work based on performance.
Scope of Work:
Audit and organize existing Boldtrail contact database
Set up automated workflows for lead follow-up, tasks, and reminders
Customize email sequences for buyer and seller leads
Integrate lead sources and optimize contact tagging
Set up performance tracking dashboards and pipeline stages
Ensure all systems support lead conversion and client nurturing
Required Qualifications:
Must have direct experience using Boldtrail CRM
Familiarity with real estate lead pipelines, email marketing, and automation
Strong organizational skills and attention to detail
Clear communication and ability to work independently
Project Duration:
Estimated 10–20 hours to complete initial setup, with potential for future work
Budget:
Please submit your bid with your experience and examples of previous Boldtrail CRM work.
Note: Only applicants with verifiable Boldtrail CRM experience will be considered.