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I will lofty crm, lofty website lofty, VA lofty smart plan automation lofty idx website
Follow Up Boss, Lofty CRM And Website, Lofty AI, Blast And Google LSA
Real estate CRM setup is all I do. I build Follow Up Boss and Lofty systems that agents actually log into and work. On Follow Up Boss I handle FUB pixel install, smart lists, drip emails, calendar app...
About this Gig
Most agents pay for Lofty every month and use about a fifth of it. I set up the rest.
I build the full Lofty real estate CRM: pipeline stages, smart tags, lead sources, lead routing rules and a contact structure that keeps nothing sitting untouched. On the Lofty website, I set up IDX search, saved searches, property alerts, the home valuation page, forced registration, agent bios, and neighbourhood pages, so the site brings in leads instead of just looking good.
Then the part almost everyone skips. Lofty smart plan automation for buyers, sellers, sphere, open house, expired and past clients, with text, email and call tasks on real timing and proper stop rules so nobody gets a nurture email the day after they close.
If you run a VA or an ISA, I write the daily working process so they know which list to open every morning in Lofty CRM and what to do with it.
Send me your Lofty CRM login, your IDX website goals and your team size. I will map the build before you order.
Software:
Lofty
Industry:
Agriculture
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Real estate
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Wellness
FAQ
Do you work with Lofty and the old Chime accounts?
Yes. Lofty is the same platform Chime became, so an older Chime login still works fine. I set up Lofty CRM, the Lofty website, smart plan automation and lead routing the same way on both, and I clean up anything the old real estate CRM setup left half finished.
What does the Lofty website setup include?
Theme and branding, IDX website search, saved searches, property alerts, home valuation page, forced registration settings, agent bio pages, testimonial section and neighbourhood pages. The Lofty website gets pointed at your domain & tested on mobile before I hand it over, and every form feeds Lofty
What is a Lofty smart plan and how many do I get?
A smart plan is Lofty automation that sends texts, emails and call tasks on a schedule. Basic gets 3 Lofty smart plans, Standard gets 8 and Premium gets 15 or more, covering new leads, buyers, sellers, sphere, open house, expired and past clients, each with stop rules.
Can you write the emails and texts inside the smart plans?
Yes. Every smart plan comes with copy written in plain language that sounds like an agent, not a robot. You get buyer, seller, sphere and long term nurture tracks. Send me a few of your own messages and I will match your tone across the whole Lofty automation.
Can you migrate my contacts into Lofty from another CRM?
Yes. I move contacts out of Follow Up Boss, kvCORE, Sierra, Boomtown, LionDesk or a spreadsheet into Lofty CRM with tags, stages and lead source mapped over. Duplicates get merged first so your pipeline and lead routing stay accurate from day one.
Which lead sources can you connect?
Zillow, Realtor, House.ai, Facebook lead forms, Google ads, your IDX website and portal emails all feed into Lofty CRM with parsing rules, source tags and routing so each agent gets the right lead and the reporting stays clean.
Do you train my VA or ISA to use it?
Yes, that is part of the Premium package. I write a one page daily process for your VA or ISA covering which Lofty list to open, what to say, how to log outcomes and when to trigger a smart plan. The 60 minute call covers it live and you keep the recording.
Can you set up team routing and agent permissions?
Yes. Round robin, first to claim, geographic routing, price band routing and lead reassignment rules. I also set agent permissions, visibility and notifications inside Lofty so agents only see what they should and leads never sit unclaimed overnight.
How long does the Lofty setup take?
Basic is about 2 days, Standard about 4 days and the full Lofty CRM and Lofty website build about 7 days. A large migration or waiting on domain access can add a day or two. I send a short progress update daily so you are never left wondering where your Lofty build stands.
What do you need from me to start?
Your Lofty login with admin rights, your domain access if I am setting up the Lofty website, your lead source list, your logo and headshot, and a short note on how your team works. Anything you already have written, send it and I will build around it.
