I will setup lofty crm website, follow up boss, boldtrail, kvcore idx lofty automation
Design Beehiiv Newsletter Setup Beehiiv newsletter KIT ConvertKit MailerLite
About this Gig
Hey there, Glad you're here
Managing real estate leads shouldn't feel like a second job.
Every day, real estate agents and brokers lose deals not because they lack clients, but because their CRM is a mess. Leads fall through the cracks, follow-ups are forgotten, and automation that should be working for you is either broken or nonexistent. Your IDX website isn't converting, your pipelines are disorganized, and you're spending more time fighting your tools than closing deals. That stops here
WHO THIS IS FOR
- Real estate agents
- Brokers
- Teams overwhelmed by manual follow-ups and inconsistent communication
- Agents
- Anyone who bought Lofty, Follow Up Boss, KVCore or Boldtrail and doesn't know where to start
WHAT I WILL DO FOR YOU
- Lofty CRM
- Full setup
- Smart plans
- Automation workflows}
- Tags
- Segmentation
- Pipelines
- Newsletters
- Lead routing
- Follow Up Boss
- Action plans
- Integrations
- Lead source setup
- Team configuration
- Drip campaigns
- KVCore setup
- IDX configuration
- Lead capture
- Landing page design and more
Message me before placing an order so we can discuss your setup and make sure you get exactly what your business needs.
Software:
Lofty
Industry:
Education
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Real estate
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Software
My Portfolio
FAQ
How will this service actually help me get more clients?
I don’t just set up tools, I build a complete system that captures, nurtures, and follows up with your leads automatically, so you can convert more prospects into paying clients without missing opportunities.
What platforms do you work with?
I work with Lofty CRM, kvCORE, REI Reply, Wise Agent, BoldTrail, and Lofty IDX websites, and I can integrate them to function as one smooth system.
Do I need to have an existing setup before ordering?
No, you don’t. Whether you are starting from scratch or already using any of these platforms, I will guide you and build or improve your system based on your needs.
Will you set up automation and follow-ups for my leads?
Yes, I create smart workflows, drip campaigns, and automated email/SMS follow-ups that engage your leads and keep them moving through your pipeline.
Can you redesign or optimize my current website and CRM?
Absolutely. I can improve your existing Lofty website and CRM setup to make it more professional, organized, and conversion-focused.
How long does it take to complete the setup?
The timeline depends on your package and requirements, but most projects are completed within a few days with proper communication and access.
Do you provide support after delivery?
Yes, I offer post-delivery support to ensure everything runs smoothly and to help you understand how to use your new system effectively.
