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English
$
USD
I will setup lofty fub CRM, HTML signature, clickable links, tags and drip automation
Nigeria
I speak English, Spanish, French, German, Italian, Polish, Portuguese, Arabic, Danish, Irish, Czech, Turkish, Dutch, Romanian, Slovenian, Finnish, Greek
CRM Setup ! Automation Specialist ! Real Estate CRM ! Integrations
I’m a CRM and automation specialist with 4+ years of experience helping businesses organize their customer data, streamline sales processes, and automate repetitive workflows.
I specialize in real es...
About this Gig
STRUGGLING WITH MESSY LEADS, BROKEN DRIP CAMPAIGNS, CONFUSING TAGS, FAILED AUTOMATIONS OR A CRM THAT ISNT FOLLOWING UP THE WAY YOU EXPECT?
I help real estate professionals set up, organize, troubleshoot, and automate Lofty and Follow Up Boss CRM systems for a cleaner lead-management process.
Whether you need better lead segmentation, tags, Smart Lists, Smart Plans, Action Plans, lead routing, or a professional HTML email signature with clickable website and social links, I can configure the system around your workflow.
WHAT I CAN HELP WITH:
- Lofty & Follow Up Boss CRM setup
- Lead organization, tags & segmentation
- Smart Lists, pipelines & stages
- Smart Plans & Action Plans
- Drip campaigns & lead nurturing
- Lead routing & assignment
- CRM automation troubleshooting
- Database cleanup & organization
- HTML email signature with clickable links
- Testing and workflow optimization
PLATFORMS:
Lofty | Follow Up Boss | BoldTrail | kvCORE | Sierra Interactive | Chime | LionDesk | Real Geeks | Ylopo | Realvolve | Wise Agent | Top Producer | Brivity | REI Reply , AND MANY MORE
SEND ME YOUR CURRENT CRM SETUP OR THE PROBLEM YOURE FACING, AND LETS GET IT ORGANIZED AND AUTOMATED.
Software:
Lofty
Industry:
Business services & consulting
•
E-Commerce
•
Real estate
My Portfolio
FAQ
Can you set up and organize my Lofty or Follow Up Boss CRM?
Yes. I can configure your CRM, organize leads, create tags and segments, structure pipelines, and build a cleaner system around your workflow.
Can you create tags, Smart Lists, Smart Plans, Action Plans, and drip campaigns?
Yes. I can create and organize tags, Smart Lists, Smart Plans, Action Plans, and drip campaigns with the appropriate triggers, conditions, timing, and follow-up actions.
Can you fix broken or conflicting CRM automations?
Yes. I can troubleshoot workflows, incorrect triggers, duplicate automations, lead-routing issues, and campaigns that are not starting, stopping, or applying correctly.
Can you set up lead routing and follow-up automation?
Yes. I can configure lead assignment, routing rules, follow-up sequences, notifications, and other supported automations for different lead sources, stages, and teams.
Can you create a custom HTML email signature with clickable links?
Yes. I can create a professional HTML signature with clickable website, email, social, and other supported links, then test the layout for compatibility.
