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I will setup lofty crm lofty idx website lofty smart plans lofty real estate lofty
Virtual Assistant That Saves Time, Handles Tasks and Boosts Business Efficiency
You don’t need more tools, you need systems that actually work. I help entrepreneurs, coaches, and creators organize operations and eliminate wasted time through clear workflows, task management, auto...
About this Gig
Your Lofty setup shouldnt just exist, it should convert.
I configure Lofty CRM to capture leads properly, automate follow ups, and move prospects through a clear pipeline that actually leads to closed deals. I build high converting Lofty websites and integrate IDX with MLS so buyers can search listings smoothly without friction.
You get structured pipelines, smart automations, and optimized Smart Plans that help you respond faster and stay consistent. I connect forms, triggers, campaigns, email, and SMS so no lead gets ignored or lost in the process.
Whether you need a clean CRM setup, a scalable real estate website, or a reliable IDX platform, I build systems designed for daily use, not just setup and forget.
I also work with tools like BoldTrail, Chime, KVCore, Wise Agent, Real Geeks, Zillow, Pipedrive, LionDesk, Resimpli, REI Reply, WordPress, Wix, and more.
If your current setup feels messy or underperforming, thats a system problem. I fix it. Lets turn your leads into clients.
Software:
Lofty
Industry:
E-Commerce
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Government & public sector
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Software
My Portfolio
FAQ
What exactly will you set up in my Lofty CRM?
I set up your Lofty CRM to actually function as a lead-converting system. This includes pipelines, lead routing, Smart Plans, automations, and integrations with your website or IDX. The goal is simple: no missed leads, faster follow-ups, and a clear path from inquiry to closed deal.
Can you fix or optimize my existing Lofty setup?
Yes. In most cases, clients already have Lofty but it’s messy, underused, or not converting. I audit your current setup, identify what’s broken, and rebuild the structure so your CRM starts working the way it should.
Do you also build Lofty websites and integrate IDX/MLS?
Yes. I design and optimize Lofty real estate websites and handle full IDX/MLS integration so buyers can search listings smoothly. Everything is connected to your CRM so leads are captured and tracked properly.
Will you set up automations like emails, SMS, and follow-ups?
Yes. I configure Smart Plans, automated emails, SMS follow-ups, triggers, and campaigns so you stay consistent with your leads without manual effort. This is where most deals are won or lost.
What do you need from me to get started?
I’ll need access to your Lofty account, a basic understanding of your business, and your goals. If you’re not sure about your setup, I’ll guide you. Most clients don’t have a clear structure, and that’s exactly what I help fix.
