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I will setup lofty CRM lofty website lofty idx follow up boss lofty smart plan lofty va
Streamlining Real Estate Businesses with CRM and Virtual Assisstant
I’m Sharon, a CRM and Automation expert with over 3 years of experience helping businesses build organized systems.
I’ve worked with real estate companies like Bluepeak Realty, Horizon Properties, an...
About this Gig
As a result driven automation specialist helping real estate agents, brokers, and team simplify their sales process with fully optimized Lofty CRM, Lofty website, IDX setup, and Smart Plan automation that keeps you in front of your clients and closes more deals with less effort.
I've helped over 80 businesses automate operations and save 30+ hours weekly through Lofty's AI - powered CRM, intelligent IDX, automated marketing programs, and Follow Up Boss sync building a system that captures more leads, nurtures them automatically, and drives growth.
WHAT I OFFER
- Lofty CRM setup, pipelines, lead scoring, tags, and routing
- Lofty website + IDX Integration
- Smart Plans, automated email & SMS sequence
- Follow Up Boss Setup & Integration
- Calendar, form, and booking integrations
- Real Estate Web Setup
- Lofty Smart Plan Creation & Automation
- BoldTrail
- IDX Web Integration
- KVcore Optimization
- BoldTrail Automation Workflow Setup
Ready to put your business on autopilot? Message me now to get started.
Software:
Lofty
Industry:
Data analytics
•
Manufacturing & storage
•
Real estate
My Portfolio
FAQ
What is Lofty CRM and who is it best for?
Lofty CRM is an all-in-one real estate platform designed for agents, brokers, and real estate teams. It helps manage leads, automate follow-ups, run marketing campaigns, and close more deals efficiently.
What Lofty CRM services do you offer?
I provide complete Lofty CRM setup and optimization, including account setup, pipeline creation, lead routing, automation workflows, email/SMS campaigns, calendar setup, and integrations.
Can you set up automations and follow-up campaigns?
Yes. I build custom automations such as instant lead follow-ups, drip campaigns, appointment reminders, missed-call text backs, and long-term nurturing sequences tailored to your business goals.
Do you integrate Lofty CRM with third-party tools?
Absolutely. I can integrate Lofty CRM with tools like Google Calendar, email providers, SMS systems, websites, landing pages, and other marketing or analytics tools.
Can you fix or optimize an existing Lofty CRM account?
Yes. If your Lofty CRM is already set up but not performing well, I can audit the system, fix errors, improve workflows, clean pipelines, and optimize automations for better conversions.
Will you provide support or training after setup?
Yes. I offer walkthroughs, documentation, and post-setup support to ensure you understand how to use your Lofty CRM effectively and get maximum value from it.
