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English
$
USD
I will manage lofty CRM lofty wise agent lofty idx website
About this Gig
Using Lofty CRM or Follow Up Boss but still struggling with follow-ups, automation, or lead management?
Without the right setup, your Lofty Smart Plans and CRM workflows may not support your daily operations effectively.
I help real estate agents and teams organize their CRM into a simple system that handles lead tracking more efficiently.
What I offer:
Lofty CRM setup & organization
Lofty Smart Plans (automation)
Follow Up Boss integration
Lead routing, tagging & pipelines
Email & SMS workflows
Drip campaigns & follow-ups
IDX website & landing pages
CRM cleanup & optimization
Real Estate VA support
I focus on building a setup that helps you stay organized, respond faster, and manage your leads without stress.
Whether you are a Real estate agents, realtors, brokers, or even a solo agent,i will help you Build a professional Online Presence that works for you 24/7.
Not sure whats missing in your CRM? Send me a message,Ill help you spot the gaps.
Software:
Lofty
FAQ
Can you customize Lofty Smart Plans for my unique workflow?
Yes. I design Smart Plans tailored to your business style, follow-up timing, and lead categories to ensure automation fits your needs.
Do you integrate my CRM with other tools like Zapier or email platforms?
Absolutely. I can connect Lofty CRM and Follow Up Boss to third-party apps such as email marketing tools, calendars, and task managers.
Will I get training on using my CRM after setup?
Yes. I provide guidance and tutorials so you and your team can confidently manage leads, campaigns, and pipelines.
Can you migrate leads from another CRM?
Yes. I can import and organize your contacts, leads, and pipeline data from most real estate CRMs into Lofty or Follow Up Boss.
Do you optimize my CRM for mobile use?
Yes. I ensure all dashboards, pipelines, and workflows are accessible and functional on mobile devices for on-the-go management.
Can you set up automated lead tagging and segmentation?
Definitely. I create rules and workflows to categorize leads automatically, helping you prioritize and follow up efficiently.
How do I know my Lofty Smart Plans are effective?
I configure tracking and reporting within your CRM so you can see open rates, follow-ups completed, and conversions—ensuring your automation works.
