I will setup lofty CRM lofty website lofty automation lofty newsletter lofty smart plan
Automation Strategist
About this Gig
Are you a real estate agent, broker, or team leader struggling with missed follow-ups, disorganized leads, and a CRM that just does not perform?
I specialize in setting up Lofty CRM, kvCORE, BoldTrail, and Follow Up Boss, turning them into complete lead to closing systems with clean pipelines, IDX websites, and smart automation built specifically around how you work.
Your website will not just display listings. It will capture leads, trigger automated follow-ups, and keep you top of mind without any manual effort.
Here is What I Will Set Up For You:
- Lofty CRM Pipelines, Tags, Lead Routing & Organization
- Real Estate IDX Website Design & Lead Capture Integration
- Automated Email & SMS Campaigns
- Smart Plans, Forms, Calendars & Workflow Optimization
- CRM Integration with kvCORE, BoldTrail & Follow Up Boss
Why Clients Choose Me:
Every system I deliver is built around how real agents work, saving hours every week while increasing appointments, conversions, and closed deals.
Ready to turn your CRM into a reliable sales engine that works around the clock? Message me today and let us build it the right way.
Software:
Lofty
Industry:
Business services & consulting
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E-Commerce
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Real estate
My Portfolio
FAQ
Can you setup Lofty Smart Plans for my automated lead follow-ups and drip campaigns?
Yes! I will setup Lofty Smart Plans and Lofty automation to automate your follow-ups, drip campaigns, and nurturing sequences, ensuring every lead gets the right message at the right time through automated email & SMS sequences, keeping your pipeline active and your prospects engaged.
Can you setup Lofty CRM automation and configure smart workflows for my business?
Yes! I will setup Lofty CRM automation with smart workflows, lead scoring, tags, and smart routing to keep your database clean, fast, and client-ready, saving you hours every week while ensuring every contact is properly tracked, organized, and moving through your pipeline automatically.
Can you setup my Lofty IDX/MLS website design for better lead capture?
Yes! I will setup Lofty IDX/MLS website design, building a fully customized real estate website with seamless lead capture integration, optimized for search, designed to convert visitors into leads, and connected directly to your Lofty CRM pipeline for automatic lead routing and follow-up.
Can you setup Lofty CRM email marketing and newsletter campaigns for my real estate business?
Yes! I will setup Lofty CRM email marketing by designing professional newsletter templates, drip email campaigns, and mobile-friendly sequences. Using Lofty Smart Plans and automation, your campaigns will nurture leads automatically, delivering the right content to the right contact every time.
Can you setup Lofty CRM and organize all my leads with proper tags and segmentation?
Yes! I will setup Lofty CRM lead source connection and contact organization by importing, segmenting, and categorizing all your leads with the right tags, pipelines, and lead scoring, ensuring every contact lands in the right place with smart routing and Lofty automation fully configured.
Can you setup Lofty CRM integration with Zapier, GoHighLevel, or HubSpot?
Yes! I will setup Lofty CRM automation and integration with third-party platforms including Zapier, GoHighLevel, and HubSpot, connecting all your tools into one seamless workflow with calendar, form & booking integration so your leads flow effortlessly into Lofty CRM without any manual data entry.
Can you setup my Lofty AI Sales Assistant to automatically qualify and engage my leads?
Yes! I will setup Lofty AI Sales Assistant configuration so your chatbot handles initial lead conversations, schedules follow-ups, and routes qualified prospects directly into your Lofty CRM pipeline, working around the clock with Lofty automation so no lead ever goes cold or unanswered.
Can you setup Lofty CRM migration from Follow-Up Boss, kvCORE, or BoldTrail with zero data loss?
Yes! I will setup Lofty CRM migration, transferring all your contacts, tags, and pipelines from Follow-Up Boss, kvCORE, and BoldTrail with zero data loss, fully organizing your new Lofty CRM with lead scoring, smart routing, and Lofty automation configured and ready to go from day one.
Can you setup custom Lofty CRM automation tailored specifically to my real estate workflow?
Yes! I will setup Lofty CRM custom automation, building unique workflows designed around your specific business needs, from transaction tracking and reporting dashboards to Dynamic CMA, Social Studio, and Power Dialer setup, giving you a fully customized Lofty system that scales with your team.

