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I will setup lofty crm,sierra interactive,wise agent, monday crm real estate automation
About this Gig
Are you a realtor, broker, or team drowning in leads with no system to follow up? I set up and automate 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
- Sierra Interactive & Wise Agent account configuration and pipeline setup
- Boldtrail, KVCore, Follow Up Boss, GoHighLevel automation
- IDX website setup and landing page design
- Monday CRM, Notion & ClickUp workspace for task management
- Zapier & n8n workflow automation
- AI chatbot integration for instant lead response
- Meta & Facebook Ads lead sync into your CRM
WHY WORK WITH ME
- Real estate CRM specialist not a generalist
- Fast turnaround clear communication
I don't just "set it up" I build the automation so leads never go cold
Whether you're launching Lofty CRM from scratch, migrating from KVCore or Boldtrail, or need Sierra Interactive and Wise Agent running in sync with your campaigns,
I'll build a system that works while you you sleep.
MESSAGE ME NOW before ordering
Software:
Lofty
Industry:
Lifestyle
•
Real estate
FAQ
Do you work with Lofty CRM (formerly Chime)?
Yes, Lofty CRM is my main specialty. I handle full 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.
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.
What do you need from me to get started?
CRM login access (or I'll guide you to create one), your lead sources, brand assets/logo, and a short description of your ideal follow-up process.
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.
How long does a full setup take?
Basic setups take 2 days. Full automation builds with multiple integrations take 5–7 days. Rush delivery is available as an add-on.
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.
