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I will setup lofty CRM kvcore setup idx website boldtrail crm automation smart plans
About this Gig
A high-performing real estate system requires more than basic toolsit needs structure, automation, and proper setup. I help agents and teams build a complete lofty crm system designed to capture, organize, and convert leads efficiently.
Instead of a simple lofty crm setup, I create structured workflows where your lofty website, lofty idx, and lofty automation work together. Every lead is properly routed, tagged, and placed into smart plans that keep your pipeline active and organized.
Services I Offer:
- Complete lofty crm setup and configuration
- lofty website and lofty idx integration
- Custom lofty automation workflows and smart plans
- Lead routing, tagging, and pipeline structuring
- Email and SMS follow-up automation
- CRM cleanup, testing, and optimization
- Integration with tools and lead sources
Each system is tailored to your workflowno generic setup or shortcuts. The focus is building a clean, scalable lofty crm that supports consistent lead conversion and growth.
If you're ready to implement a professional lofty crm setup with automation and integration, send a message or place your order today.
Software:
Lofty
Industry:
Environmental
•
Financial services
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Real estate
FAQ
What is included in your Lofty CRM setup service?
My service includes full account configuration, custom Lofty website + IDX integration, tailored automation workflows, Smart Plans for lead nurturing, pipeline structuring, CRM cleanup, testing, and basic integrations. Everything is personalized to your real estate workflow—no generic templates.
Do you set up the Lofty IDX website and connect it to the CRM?
Yes! I handle complete Lofty website setup, IDX/MLS integration for seamless property searches and lead capture, domain connection (if needed), and ensure leads from your site flow directly into your CRM pipelines and Smart Plans.
Can you create custom Smart Plans and automation for buyers/sellers?
Absolutely. I build custom Smart Plans (e.g., buyer nurture, seller drip, listing alerts) with automated email/SMS sequences, triggers, and actions to keep leads engaged on autopilot and boost conversions.
Do you migrate or import my existing leads/contacts into Lofty?
Yes, I handle data import from other CRMs (like Follow Up Boss, kvCORE, BoldTrail, or spreadsheets), cleanup duplicates, proper tagging, and mapping to your new pipelines/Smart Plans for a smooth transition.
Can you integrate Lofty with other tools like Zapier or Follow Up Boss?
Yes, I set up integrations with Zapier, lead sources, or tools like Follow Up Boss/kvCORE if you use them alongside Lofty. This ensures seamless lead syncing and workflow automation.
How long does the Lofty CRM setup take?
Most setups are completed in 1–3 days (depending on package and complexity). Basic configurations are faster; full custom automation + IDX + migration may take up to 5 days. I prioritize quick delivery for real estate agents.
What if I already have a Lofty account? Can you optimize or fix it?
Yes! I specialize in optimizing existing Lofty setups—cleaning messy pipelines, fixing broken automations, improving Smart Plans, adding IDX tweaks, and enhancing overall performance to save you time and capture more leads.
Do you provide training or walkthrough after setup?
Yes, every order includes a detailed walkthrough (via Loom video or live call) explaining your new system, how to use Smart Plans, manage leads, and make simple updates yourself. Ongoing support is available as an extra.
Is this suitable for individual agents, teams, or brokerages?
Yes—all levels! I tailor setups for solo real estate agents, small teams, or larger brokerages, including user permissions, team collaboration features, and scalable pipelines.
What information do you need from me to start the Lofty CRM setup?
Just share your Lofty login details (securely via Fiverr), any existing leads/data files, preferred workflows (e.g., buyer vs. seller focus), IDX provider info, and goals. I'll guide you step-by-step from there.
