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$
USD
I will set up lofty crm lofty website design lofty website redesign lofty smart plan
Real Estate CRM Architect and Workflow Automation Expert
I specialize in Lofty CRM setup, IDX website customization, Smart Plans, lead routing, and Zillow lead integration for real estate agents.
I also build and repair no-code automations using Make, Z...
About this Gig
Struggling with missed inquiries, scattered lead s, or a CRM that doesnt convert?
Thats not a lead problem. Thats a system problem.
I help real estate agents, realtors, and teams build a high-performing Lofty CRM system that captures, tracks, and converts lead s automatically so you can focus on closing deals.
Instead of juggling tools and manual follow-ups, I create a structured, automated system that keeps your pipeline organized and your leads engaged.
What I Set Up for You
- Full Lofty CRM setup and optimization
- Smart Plans, workflows, and automation
- Lead capture, routing, and pipeline structuring
- Email, SMS, and drip campaign automation
- Lofty IDX website with MLS integration
- Landing pages and lead generation systems
- Follow Up Boss setup and integration
️ What This Means for You
- No more missed or ignored leads
- Faster response time with automation
- Consistent follow-ups without manual work
- A system built to scale your real estate business
If your current setup feels messy, slow, or underperforming, Ill fix it and turn it into a system that actually works.
Send me a message and lets build a system that turns your lead s into clients, not just another CRM setup.
Software:
Lofty
Industry:
E-Commerce
•
Government & public sector
•
Real estate
My Portfolio
FAQ
What do you need to get started?
Please provide: Your Lofty CRM login credentials (or invite me as a team member) Your business logo and branding (if available) Your website details (if applicable) A list of your requirements or goals
Can you set up my Lofty CRM from scratch?
Yes! I can create and configure your Lofty CRM account, organize your contacts, customize your pipeline, and prepare it for daily use.
Do you also build Lofty websites and IDX websites?
Yes. I can design and customize your Lofty website, set up IDX integration, and optimize it for lead generation.
Can you automate my follow-up process?
Absolutely. I can create automated workflows, drip email campaigns, lead routing, and other CRM automations to save you time.
Do you integrate other tools with Lofty CRM?
Yes. I can integrate Lofty CRM with tools such as Google Workspace, Zapier, Make.com, Follow Up Boss, and other supported platforms.
Do you integrate other tools with Lofty CRM?
Yes. I can integrate Lofty CRM with tools such as Google Workspace, Zapier, Make.com, Follow Up Boss, and other supported platforms.
Can you optimize or fix my existing Lofty setup?
Yes. In most cases, clients already have Lofty but it’s messy, underused, or not converting. I audit your current setup, identify what’s broken, and rebuild the structure so your CRM starts working the way it should.
Will you migrate my contacts from another CRM?
Yes. I can safely import and organize your contacts from another CRM into Lofty.
Will this really help me get more clients or deals?
Yes. A properly set up CRM with Smart Plans ensures fast follow-ups, better organization, and consistent communication — all of which increase your chances of converting leads into clients.
Do you provide support after delivery?
Yes. I provide post-delivery support to ensure everything is working correctly and answer any questions related to the completed setup.
