I will setup lofty automation, lofty crm website, kvcore, idx website for real estate
Lofty CRM Setup, Automation expert, Real Estate Website, for Real Estate
About this Gig
Most agents set up their Lofty CRM once then never touch it again.
No automated follow-up. No pipeline that matches how you actually sell. An IDX website sitting there doing nothing. If your leads aren't hearing from you within minutes of inquiring, they're already talking to another agent.
That's not a Lofty problem. That's a setup problem.
I specialize in Lofty CRM only not five different platforms so every pipeline, automation, and integration I build is done right the first time.
What I'll set up for you:
- Full Lofty CRM account setup and configuration
- Custom pipeline built around your actual sales process
- Smart Plan automation (buyer, seller, renter follow-up)
- Lofty IDX website setup or cleanup
- Lead routing and third-party integrations (Follow Up Boss, kvCORE, Zapier)
- Migration support if you're moving over from Chime
You'll end up with a CRM that captures, nurtures, and follows up on every lead automatically so nothing slips through the cracks while you're out closing deals.
Message me and let's get your Lofty CRM actually working for you.
Software:
Lofty
Industry:
Real estate
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Retail & wholesale
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Software
My Portfolio
FAQ
Can you migrate me from Chime to Lofty?
yes, I handle the full transition so your Lofty CRM setup keeps your existing data and history intact.
Will you build Smart Plans for me?
Yes, buyer, seller, and renter Smart Plans tailored to your lead flow.
Do you set up the IDX website too?
Yes, IDX setup or redesign is included in Standard and Premium.
Can you connect Lofty to Follow Up Boss or kvCORE?
Yes, integration is part of my Lofty CRM automation service.
How fast will I see this working?
Basic delivers in 1 day; automation packages in 2–4 days.
Do I need to give you my login?
Yes, I'll need admin access to your Lofty account to complete setup.
Can you route leads by ZIP or price range?
Yes, lead routing is included in Standard and Premium.
Do you offer training after setup?
Yes, a training call is included in the Premium package
I'm a team, not solo — can you still help?
Yes, team pipeline and lead-routing setup is a core part of what I do.
What if I already have some automation built?
I'll review it, fix what's broken, and build out what's missing.

