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I will setup lofty CRM follow up boss kvcore boldtrail idx website lofty smart plans
About this Gig
Are missed leads, slow follow-ups, or a poorly configured CRM costing you commissions?
I help real estate agents, realtors, teams, and brokerages build an automated CRM system that captures, nurtures, and converts more leads.
Whether you use Lofty CRM, Follow Up Boss, KVCore, BoldTrail, GoHighLevel, Wise Agent, REI Reply, or an IDX Website, I'll configure your system to work the way your business needs.
What I can do for you:
- Lofty CRM setup & optimization
- Smart Plans & workflow automation
- IDX Website & Lofty Website setup
- MLS integration & lead routing
- Pipelines, stages & contact organization
- Email, SMS & drip campaign automation
- Landing pages & lead capture forms
- Calendar, Zapier & third-party integrations
- CRM migration, cleanup & reporting
You'll receive a clean, automated real estate CRM that responds faster, follows up consistently, and helps convert more leads into clients.
Message me before ordering so I can recommend the best package for your business.
Software:
Lofty
FAQ
Which real estate CRMs do you work with?
I work with Lofty CRM, Follow Up Boss, KVCore, BoldTrail, GoHighLevel, Wise Agent, Chime CRM, REI Reply, and other real estate CRM platforms. If your platform isn't listed, send me a message and I'll confirm compatibility.
Can you customize my Lofty CRM for my real estate business?
Yes. Every CRM is configured around your workflow, lead sources, pipeline stages, automation, team structure, and business goals instead of using a generic template.
Can you set up Smart Plans and workflow automation?
Absolutely. I can configure Smart Plans, automated workflows, email sequences, SMS follow-ups, lead routing, reminders, and other automations to help you respond faster and convert more leads.
Can you migrate my contacts from another CRM?
Yes. I can import contacts, organize your database, remove duplicates where appropriate, apply tags, and structure your CRM for better lead management.
Do you configure IDX websites and MLS integration?
Yes. Depending on your package, I can configure your Lofty Website or IDX Website and assist with MLS-related setup where supported by your account and local MLS requirements
Can you integrate third-party tools with my CRM?
Yes. I can integrate supported tools such as Google Calendar, Gmail, Calendly, Zapier, and other compatible business applications to streamline your workflow.
Will my CRM be ready to use after delivery?
Yes. Before delivery, I test the configured features included in your package to help ensure your CRM, automations, and workflows are functioning correctly.
I'm new to Lofty CRM. Can you help me get started?
Definitely. Whether you're a new real estate agent, an established team, or a brokerage, I'll configure your CRM in a way that's easy to manage and use.
Do you offer support after completing the order?
Yes. I provide post-delivery support for the work included in your order. If you need additional features or future improvements, you can always contact me for ongoing assistance.
Should I contact you before placing an order?
Yes. Every real estate business has different requirements. Sending me a message first allows me to recommend the most suitable package and ensure you receive exactly what your business needs.
