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English
$
USD
I will setup and automate your lofty crm, smart plans and idx website
Committed to your success
Hi, I’m Felix, a digital solutions specialist helping businesses, educators, and professionals turn ideas into polished, effective digital solutions. I specialize in cinematic AI videos, monday.com wo...
About this Gig
Are missed leads, inconsistent follow-ups, or a messy CRM slowing down your real estate business?
I help real estate agents, brokers, teams, investors, and property managers set up and optimize Lofty CRM so leads are organized, followed up with consistently, and easier to manage.
Whether you're starting from scratch, moving from another CRM, or improving your existing Lofty setup, I'll build the system around your workflow and business goals.
What I can help with:
- Lofty CRM setup & customization
- Smart Plans & automated follow-ups
- Lead capture, routing & organization
- Pipelines, stages & workflows
- Email & SMS automation
- Contact segmentation & CRM cleanup
- Lofty IDX website setup
- Landing pages & lead generation
- VA workflow setup
- CRM optimization & troubleshooting
The goal isn't simply to configure another CRM. It's to create a clean, organized system that reduces manual work, keeps your leads engaged, and gives you better visibility of your pipeline.
Already have Lofty but feel like you're not using it properly? I can help optimize what you have.
Message me before ordering and let's discuss your Lofty setup and goals.
My Portfolio
FAQ
What do you need to get started?
Temporary Lofty access, your goals, and any branding materials you have.
Do you set up Lofty Smart Plans?
Yes. I configure automated Smart Plans to nurture leads, follow up consistently, and keep your pipeline active.
Do you work with real estate teams and VAs?
Yes. I can structure Lofty workflows around individual agents, teams, brokers, VAs, and different lead-management responsibilities.
Can you set up email and SMS automation?
Yes. I can configure supported email and SMS workflows to help keep leads engaged and reduce repetitive manual follow-ups.
Can you optimize my Lofty mortgage page?
Yes. I redesign mortgage pages to improve trust, clarity, and conversion rates.
Will my current leads and data be safe?
Absolutely. Your contacts, pipelines, and existing data remain intact during the redesign process.
Can you clean up my existing Lofty CRM?
Absolutely. I can help organize contacts, pipelines, workflows, Smart Plans, and other areas of an existing Lofty account.
