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Fiverr Pro
English
$
USD
I will set up and customize your lofty CRM, smart plans, and automations
Shiv P
About this gig
Want your Lofty CRM to actually work for you (capturing leads, routing them correctly, and following up automatically)? I set up Lofty systems that convert Meta leads into booked appointments with zero guesswork.
BASIC:
Complete Lofty CRM setup with lead routing, tagging, pipeline cleanup, and 1 simple Smart Plan. Perfect for agents who want a clean, functional CRM foundation.
STANDARD:
Everything in Basic plus enhanced automation, 2 custom Smart Plans, auto-assign rules, and 1 Lofty landing page (buyer, seller, listing, wholesale, or creative finance). Ideal for creating a real lead-gen funnel.
PREMIUM:
Full automation system. Includes 3-5 Smart Plans, advanced workflows, custom categories, Zapier integration, pixel/tracking guidance, and up to 3 Lofty landing pages. Great for teams, agents, or investors running paid ads.
What I Need From You:
- Lofty login access
- Your business details (market, niche, goals)
- Smart Plan preferences (buyer, seller, custom)
- Landing page type(s) you want
- Meta lead form or ad account details (if applicable)
- Any branding or messaging you want included
Let's turn your Lofty CRM into a system that actually brings clients, automatically.
Get to know Shiv P
Shiv P
- FromUnited States
- Member sinceOct 2017
- Last delivery2 months
Languages
English
Hi I'm Shiv and I've been doing online marketing for 7 years and also a Realtor in SoCal. I'm adaptable in marketing and have worked in many industries such as real estate, solar, nightlife, car detailing, and more. My edge is in Meta Ads, website/landing page creation and optimization, and copywriting. Anything is learnable with me, and I've used many CRMs, website builders, and softwares including Wordpress, Shopify, Lofty, FollowUpBoss, Square, and more. I'm confident in improving your business's lead flow and conversion.
FAQ
Do you need my Lofty login to set this up?
Yes, Lofty does not allow collaborator access, so I will need temporary login access. You can change your password after delivery if you prefer.
Do you set up landing pages as part of this gig?
Yes. Standard includes 1 Lofty landing page, and Premium includes up to 3. Additional pages can be added as extras.
Can you build SEO-optimized pages on my Lofty site?
Yes, the Premium package includes custom SEO-style pages (like county/city pages, IDX pages, or niche funnels). For larger website builds, message me for a custom offer.
Does this include Zapier automation?
Basic: No Standard: Guidance Premium: Full Zapier workflow setup (within reasonable scope)
Can you connect my Meta lead ads to Lofty?
Yes. I can integrate Meta lead forms, check pixel setup, and ensure leads flow directly into the CRM with proper tags and follow-up.
What Smart Plans do you include?
Basic includes 1 simple plan. Standard includes 2 custom plans. Premium includes 3–5 advanced Smart Plans with personalized messaging and timing.
Do you provide ongoing CRM management?
Not by default, but I offer monthly management as a separate custom service. Message me if you need continuous optimization.
What if I’m new to Lofty and don’t know what I need?
No problem, I’ll guide you through the best structure, help you choose Smart Plans, and make sure your system fits your goals.
Do you work with teams or multiple users?
Yes, Premium includes custom user setup, lead routing rules, and team automation. Additional users can be added as extras.
