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Expert in Boldtrail and Real Estate Crm for Sop Development and Implementation

Published on the April 21, 2026 in Sales & Marketing

About this project

Open

We are seeking a highly skilled freelancer with extensive experience in BoldTrail and general real estate CRM platforms. The primary goal of this project is to optimize our client relationship management processes and develop comprehensive Standard Operating Procedures (SOPs) tailored for our real estate operations. The ideal candidate will be proficient in leveraging CRM functionalities to streamline lead management, client communication, and transaction tracking. This role requires a deep understanding of real estate workflows and the ability to translate operational needs into clear, actionable SOPs that enhance efficiency and consistency across our team. Deliverables will include a review of current crm usage, recommendations for improvement, and the creation of detailed sop documents for key real estate processes.

Category Sales & Marketing
Subcategory Other
Project size Small

Delivery term: Not specified

Skills needed