Browse categories
Explore
Fiverr Pro
English
$
USD
I will set up and customize your lofty CRM, smartplans and automations lofty crm crm
Mildred
About this gig
Lofty CRM Setup & Automation Packages
Want a Lofty CRM that does more than store leads? I build structured, automated systems designed to capture, organize, route, nurture, and convert leads while reducing manual follow-up.
BASIC CRM FOUNDATION
Complete Lofty CRM setup with lead routing, tagging, pipeline organization, cleanup, and 1 customized Smart Plan. Ideal for agents who need a clean, professional CRM foundation.
STANDARD LEAD GENERATION SYSTEM
Everything in Basic, plus enhanced automation, 2 custom Smart Plans, automated lead assignment, and 1 Lofty landing page for buyers, sellers, listings, wholesale, or creative finance. Built to support a streamlined lead-generation process.
PREMIUM COMPLETE AUTOMATION SYSTEM
A comprehensive setup with 35 Smart Plans, advanced workflows, custom categories, Zapier integration, tracking/pixel guidance, and up to 3 Lofty landing pages. Designed for agents, teams, and investors managing multiple lead sources or paid campaigns.
Choose the package that fits your goals, and lets turn your Lofty CRM into a smarter, scalable growth system.
Get to know Mildred
Mildred
CRM and Automation Expert Helping Businesses, Teams and Agencies Scale Faster
- FromUnited States
- Member sinceSep 2026
- Avg. response time1 hour
Languages
English, French, Spanish, German, Italian
Hi, I’m Mildred, a CRM & Automation Expert helping businesses turn complex lead management into streamlined, revenue-focused systems. With 4+ years of experience, I’ve built CRM solutions and automations for real estate teams, home service companies, and agencies. I specialize in intelligent lead routing, automated SMS & email follow-ups, organized pipelines, and seamless integrations, so every lead is tracked, nurtured, and moved toward conversion. My goal is simple: fewer missed leads and more growth.
FAQ
What is included in the Lofty CRM setup?
I can configure your CRM structure, pipelines, lead routing, tagging, Smart Plans, workflows, and automation based on your business goals and selected package.
Can you set up automated lead follow-up?
Yes. I can create Smart Plans, email/SMS follow-ups, lead assignment rules, and automated workflows designed to keep prospects engaged and move them through your pipeline.
Can you create Lofty landing pages?
Yes. Depending on your package, I can build buyer, seller, listing, wholesale, or creative-finance landing pages designed to support lead capture and your overall funnel.
Can you connect Lofty with Zapier and other tools?
Yes. The Premium package can include Zapier integration and workflow automation, allowing Lofty to connect with supported third-party platforms and automate data movement between systems.
Which package should I choose?
It depends on your current setup and goals. Basic is ideal for a CRM foundation, Standard adds lead-generation and enhanced automation, while Premium is designed for more advanced workflows, integrations, and multiple landing pages.
