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English
$
USD
I will setup lofty crm, lofty smart plan, sierra interactive, wise agent
About this Gig
Are you a realtor, broker, or team drowning in leads with no system to follow up? I set up Lofty CRM and Lofty Smart Plans (plus other real estate CRMs) so every lead gets contacted, nurtured, and converted, without you lifting a finger.
WHAT I DO
- Full Lofty CRM setup (formerly Chime): smart plans, drip campaigns, lead routing
- Lofty Smart Plan build-out automated follow-up
- Sierra Interactive & Wise Agent setup and pipeline configuration
- Boldtrail, KVCore, Follow Up Boss, GoHighLevel automation
- IDX website setup and landing page design for lead capture
- Monday CRM, Notion & ClickUp workspace
- Zapier & n8n workflows
- AI chatbot integration for instant response
WHY WORK WITH ME
- Real estate CRM specialist, not a generalist
- Fast turnaround, clear communication
- I build automation so leads never go cold
Whether you're starting from scratch or migrating from another CRM, I'll build a system that works while you sleep.
Message me before ordering if unsure which package fits, happy to advise for free.
Software:
Lofty
Industry:
Events planning
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Real estate
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Software
FAQ
Do you set up Sierra Interactive and Wise Agent too?
Yes, both are covered. I configure accounts, pipelines, IDX websites, and lead routing for Sierra Interactive and Wise Agent, same as Lofty and Boldtrail.
Do you work with Lofty CRM and Lofty Smart Plans?
Yes, that's my main specialty. I handle full Lofty setup smart plans, lead routing, drip campaigns, and IDX website connection for individual agents and teams.
Can you migrate my data from KVCore or Boldtrail to Lofty?
Yes. I can migrate contacts, pipelines, and notes between most major real estate CRMs, then rebuild your automations so nothing is lost in the switch.
Can you connect Zapier or n8n to my CRM?
Yes. I build automation workflows that sync your CRM with email, SMS, ad platforms, and spreadsheets using Zapier or n8n, depending on your budget.
Do you offer ongoing CRM management, not just setup?
Yes, I offer monthly CRM management and automation maintenance as a custom offer. Message me with your needs and I'll send a tailored quote.
Can you set up an AI chatbot for lead response?
Yes. I integrate AI chatbots into your website or CRM so leads get an instant reply 24/7 before you follow up personally.
Do you design the IDX website too, or just connect it?
Both. I can design a new IDX landing page or connect/optimize an existing one so it feeds leads directly into your CRM automatically.
