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I will lofty crm website, lofty crm, follow up boss, lofty, ai automation
Supporting Entrepreneurs, Empowering Success!
Hi! and welcome to my profile🥰 My name is Deborah. I provide high-end support to busy professionals, entrepreneurs, and executives, helping them achieve a better work-life balance and focus on high-l...
Level 2
Has met high performance criteria and has a proven track record for meeting client expectations.
About this Gig
Lofty CRM & Follow Up Boss CRM Setup for Real Estate Agents
In today's real estate market, having a well-structured CRM is essential for capturing leads, nurturing prospects, and closing more deals. Platforms like Lofty CRM and Follow Up Boss help agents manage contacts, automate follow-ups, and track their sales pipeline efficiently.
With 3+ years of experience supporting real estate professionals, I help agents and teams set up and optimize their CRM systems to streamline operations and improve lead conversion.
My Services Include:
- Lofty CRM setup and optimization
- Follow Up Boss CRM configuration
- IDX website setup on Lofty
- Contact upload, tagging, and organization
- Lead capture forms and landing pages
- Email campaigns and drip automation
- Workflow automation and pipeline setup
- Third-party integrations
- CRM analytics and reporting
- Real estate virtual assistance
My goal is to build a CRM system that runs smoothly behind the scenes while you focus on growing your real estate business.
Send me a message and lets get started.
Software:
Lofty
Industry:
Real estate
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Travel & tourism
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Insurance
My Portfolio
FAQ
What do you need from me to get started?
I will need access to your Lofty CRM or Follow Up Boss account, your website/IDX details (if applicable), and any contact lists or campaign information you want to upload or automate.
Can you help migrate my contacts into Lofty or Follow Up Boss?
Yes. I can upload, organize, and tag your contacts properly so they are easy to manage and ready for automation and follow-ups.
Do you set up email campaigns and automation?
Absolutely. I can create drip campaigns, automated follow-ups, and workflows to help nurture leads and convert them into clients.
Can you integrate other tools with my CRM?
Yes. I can integrate third-party tools such as Zapier, Google tools, lead capture forms, and other marketing platforms to improve your CRM functionality.
Do you provide ongoing CRM management or virtual assistance?
Yes. If needed, I can help manage your CRM, organize contacts, monitor pipelines, and support your daily real estate operations.
