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I will set up lofty crm, lofty account set up, lofty website hubspot crm
Real Estate CRM Expert Follow Up Boss Lofty kvCORE Mailchimp
Are you a 𝙍𝙚𝙖𝙡 𝙀𝙨𝙩𝙖𝙩𝙚 𝘼𝙜𝙚𝙣𝙩, 𝘽𝙧𝙤𝙠𝙚𝙧, or 𝙍𝙚𝙖𝙡 𝙀𝙨𝙩𝙖𝙩𝙚 𝙏𝙚𝙖𝙢 looking for a 𝙍𝙚𝙖𝙡 𝙀𝙨𝙩𝙖𝙩𝙚 𝘾𝙍𝙈 𝙀𝙭𝙥𝙚𝙧𝙩 who can organize your database, automate your follow...
About this Gig
Hi there! Just signed up for Lofty or HubSpot and not sure how to get it actually working for your business?
That's the problem I fix. Most real estate agents and small businesses sign up for Lofty or HubSpot, poke around the dashboard, and never get past default settings no IDX website live, no lead capture, no follow-up automation. The CRM sits there instead of working for you.
My specialization: Lofty CRM and website setup, Lofty account configuration, and HubSpot CRM setup are exactly what I do. I also specialize in Twilio SMS automation and A2P 10DLC compliance, so if you need your CRM to text leads automatically, I build that the right way compliant, not filtered by carriers.
How I work: I learn your business and lead process first, set up your CRM and website end-to-end (not just defaults), configure lead routing and follow-up, and test everything before handoff so it works from day one.
What I do: Lofty CRM account setup · Lofty IDX website setup · HubSpot CRM setup and configuration · lead capture and routing · SMS/call automation
Message me with your business type and what platform you're on, and let's get it working.
Software:
Lofty
Industry:
Legal
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Real estate
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Software
My Portfolio
FAQ
What will you set up in my Lofty CRM?
I will structure your Lofty CRM to capture, organize, and convert leads efficiently. This includes pipelines, Smart Plans, automations, lead routing, and integrations so your system runs smoothly without manual effort.
Can you fix or improve my existing Lofty setup?
Yes. Most clients already have Lofty but it’s disorganized or underperforming. I audit your current setup, fix broken workflows, and rebuild it into a system that actually converts leads into clients.
Do you handle Lofty IDX websites and MLS integration?
Yes. I set up and optimize Lofty IDX websites with MLS integration so your listings display properly and all leads flow directly into your CRM for tracking and follow-up.
Will you set up automations like email and SMS follow-ups?
Yes. I configure Smart Plans, email sequences, SMS automation, and drip campaigns to ensure fast response times and consistent follow-ups with every lead.
What do you need from me to get started?
I’ll need access to your Lofty account and a basic understanding of your business goals. If you’re unsure about your setup, I’ll guide you and recommend the best structure for your workflow.
