Browse categories
Explore
Fiverr Pro
English
$
USD
I will set up lofty smart plans lofty crm lofty real estate automation lofty
About this Gig
Want to automate your real estate lead management in Lofty?
I will set up and customize Lofty Smart Plans based on your business and lead management process. I can create workflows for buyers, sellers, new leads, past clients, open houses, lead nurturing, and re-engagement.
What I will do:
- Set up your Smart Plan
- Create automated communication sequences
- Add emails, texts, tasks, and other actions
- Configure timing and triggers
- Organize lead enrollment
- Customize or improve existing Smart Plans
- Test the workflow
How I work: I first review your requirements and understand your current process. Then I build or customize the Smart Plan in Lofty, arrange the steps and timing, and test the workflow before delivery.
What to expect: A clean, organized automation designed to keep leads engaged, reduce manual work, and make your CRM easier to manage.
Let's get your Lofty automation working for you!!!
Software:
Lofty
FAQ
What do you need to get started?
I need your Lofty access, the type of leads you want to follow up with, and details about the workflow you want to create.
Can you create a Smart Plan from scratch?
Yes. I can build a new Smart Plan based on your lead type, follow-up process, and goals.
Can you customize an existing Smart Plan?
Yes. I can review and update your existing plan, including its steps, timing, triggers, and actions.
What type of Smart Plans can you set up?
I can create workflows for buyer leads, seller leads, new leads, open houses, past clients, lead nurturing, and re-engagement.
Can you add text, email, and task follow-ups?
Yes. I can organize the appropriate communication and task steps within your Smart Plan.
Will you test the Smart Plan after setting it up?
Yes. I will review and test the workflow to make sure the setup follows the agreed process.
Can you create multiple Smart Plans?
Yes. I can create multiple plans depending on your package and requirements.
