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Grow Your Real Estate Business with Proven Marketing and CRM Systems
About this Gig
A well-configured Lofty CRM can completely transform how you manage leads, follow-ups, and client relationships in your real estate business. I specialize exclusively in Lofty, helping agents and teams set up a structured system that captures leads, automates communication, and keeps every opportunity organized.
My goal is to ensure your Lofty CRM and Lofty IDX website are not just set up, but optimized to support your daily workflow. From smart plan automation to lead routing and pipeline organization, I help create a system that works efficiently in the background while you focus on serving clients and closing deals.
Here's what I'll handle for you:
- Lofty CRM setup & optimization
- Lead import & database management
- Lofty IDX website setup &Lofty integration
- Lofty Automated workflows & Smart Plan campaigns
- Lofty Pipeline management & lead tracking
- lofty Email & SMS marketing automation
- Virtual assistant support for CRM tasks
Ready to elevate your real estate business?
Send me a message today for a free consultation, and let's discuss how we can achieve your goals together.
Software:
Lofty
Industry:
Real estate
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Software
My Portfolio
FAQ
What is Lofty CRM and how does it help real estate agents?
Lofty CRM is an all-in-one platform built for real estate agents. It combines lead management, IDX website, Smart Plan automation, and AI-powered tools to help you capture leads, automate follow-ups, and close more deals — all in one place.
Do you offer consultations before setting up Lofty CRM?
Yes, always. Before anything gets built, we'll have a quick conversation about your business and goals so I can set up a system that actually fits the way you work. It's free, no pressure, just send me a message.
Can you set up or optimize my Lofty IDX website?
Yes. I can help set up and optimize your Lofty IDX website, including MLS integration, search filters, lead capture forms, and overall website structure. The goal is to ensure your website not only looks professional but also functions as a lead-generating tool that attracts potential buyers& seller
Can you create Smart Plans and automate my follow-ups?
Absolutely. One of the most powerful features of Lofty CRM is Smart Plan automation. I can design customized email and SMS follow-up sequences, task reminders, and lead nurturing workflows that automatically engage your leads and keep them moving through your pipeline.
Can you connect my lead sources to Lofty CRM?
Yes. I can help integrate and configure lead capture forms, landing pages, and external lead sources so that new leads automatically flow into your Lofty CRM. This ensures you never miss an opportunity and that every lead enters the proper workflow for follow-up.
Do you set up email and SMS campaigns for lead nurturing?
Yes. I can create and configure targeted email and SMS campaigns within Lofty CRM to keep your leads engaged. These campaigns can be designed for different stages of the buyer or seller journey to ensure consistent communication and stronger relationships with prospects.
Will you guide me on how to use my Lofty CRM after setup?
Yes. After the setup is completed, I can provide basic guidance and recommendations to help you understand how your system works and how to manage leads, automation, and campaigns effectively within your Lofty CRM.

