I will do lofty crm lofty idx website lofty smart plans lofty real estate, lofty lead
Video Editing, App and Website Development Expert
About this Gig
Are real estate leads entering your CRM but not being followed up consistently, organized correctly, or converted into appointments?
I will setup Lofty CRM with Smart Plans, lead routing, IDX lead capture, and automated fol low-up so your real estate leads move through a clear sales process without relying on manual reminders.
I can help with:
Lofty CRM setup and customization
Smart Plans for automated lead follow-up
Lead pipelines, stages, tags, and segmentation
New buyer and seller nurture workflows
Lead assignment and routing automation
Contact import, cleanup, and organization
Lofty IDX website and lead capture setup
Website activity and lead tracking
Email, text, task, and follow-up automation
Existing Lofty CRM troubleshooting and optimization
Your setup will be built around your actual real estate workflow, tested for lead routing and automation issues, and organized so every new opportunity has a clear next step.
Send me your current Lofty setup and explain how you want new leads captured, followed up, and managed.
Software:
Lofty
FAQ
Can you setup Lofty CRM from scratch?
Yes. I can configure your CRM structure, stages, tags, lead organization, Smart Plans, and follow-up process.
Can you create Lofty Smart Plans?
Yes. I can build Smart Plans for buyer leads, seller leads, new inquiries, long-term nurture, past clients, and other real estate workflows.
Can you fix Smart Plans that are not working correctly?
Yes. I can troubleshoot trigger conditions, actions, timing, contact segmentation, and workflow logic.
Can you setup Lofty IDX lead capture?
Yes. I can configure supported IDX lead capture and ensure new website leads enter the correct CRM and follow-up process.
Can you organize existing Lofty contacts?
Yes. I can help import, organize, tag, segment, and structure contacts so they enter the correct workflows.
Can you create separate buyer and seller automations?
Yes. Buyer, seller, investor, past-client, and nurture leads can each follow different Smart Plans
Can you setup lead routing?
Yes. I can configure lead assignment and routing based on your team structure and available Lofty settings.
Can you improve an existing Lofty CRM instead of starting over?
Yes. I can audit your current setup, clean up workflows, improve Smart Plans, reorganize leads, and fix automation issues.

