I will setup lofty crm lofty follow up boss, rei reply sierra interactive lofty website
Don't live a little, Live a Professional
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
About this Gig
Real estate CRM setup, automation, and lead routing done right.
I specialize in setting up and optimizing real estate CRM platforms so agents, teams, and investors can automate follow-up, route leads instantly, and close more deals without the tech headache.
Platforms I work in: Lofty (Chime) · Follow Up Boss · REI Reply · Sierra Interactive · Real Geeks · KvCore · ReSimpli · LionDesk · BoomTown · InvestorLift · KW Command · Wise Agent · Placester . Streak
What I'll set up for you:
- Full CRM account setup and configuration
- Lead routing rules and pipeline stages
- Workflow automation and drip campaign sequences
- Third-party integrations (Zapier, IDX, lead sources)
- Landing page and website setup (Lofty, Real Geeks, Sierra)
- Smart lists, tags, and contact segmentation
- Data import and database cleanup
- Reporting and dashboard configuration
Who this is for:
- Real estate agents and teams switching to a new CRM - lofty lofty crm lofty websites
- Investors who need REI-focused automation (REI Reply, ReSimpli, InvestorLift)
- Brokerages that need a full CRM build from scratch
Message me before ordering to describe your setup I'll confirm exactly what I can deliver.
Software:
Lofty
My Portfolio
FAQ
Are you familiar with Lofty?
Yes, I am. Message me and Let's discuss you need over a zoom meeting.
2 reviews for this Gig
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
J 
jennycreatives7

Ukraine
Charis had a great knowledge of the work and of the platform which is Sierra interactive. And he did an amazing and exceptional work for me.
$50
Price
2 days
Duration
Helpful?J 
josh_digitals01

United States
It was nice working with him, paid maximum attention to details given and did professionally well on the tasks given. Thanks as I look forward to working with you more sooner. Would recommended!
$50
Price
2 weeks
Duration
Helpful?
2 reviews for this Gig
| (2) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
J 
jennycreatives7

Ukraine
Charis had a great knowledge of the work and of the platform which is Sierra interactive. And he did an amazing and exceptional work for me.
$50
Price
2 days
Duration
Helpful?J 
josh_digitals01

United States
It was nice working with him, paid maximum attention to details given and did professionally well on the tasks given. Thanks as I look forward to working with you more sooner. Would recommended!
$50
Price
2 weeks
Duration
Helpful?
