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English
$
USD
I will set up lofty CRM, design or redesign your lofty website and smart plans
Real Estate CRM, Follow Up Boss, Lofty, KVCore Specialist
I help real estate agents, teams, and brokerages turn their CRM into a powerful system for managing leads, automating processes, and improving conversions. I specialize in Lofty CRM, Follow Up Boss, K...
About this Gig
Are you a real estate agent, team, or broker looking to get more from your CRM and automate your lead management?
I help real estate professionals set up and optimize Lofty CRM and Follow Up Boss, including Smart Plans, action plans, workflows, automations, lead management, and IDX websites.
With over 4 years of experience working with real estate CRM systems, I can help you create a cleaner and more efficient setup that saves time, keeps your database organized, and helps you stay connected with potential clients.
Services I Offer:
- Lofty CRM setup and optimization
- Lofty Smart Plans and automation
- Lofty IDX website setup, design, and redesign
- MLS/IDX integration and property search
- Lead import, organization, and management
- Lead capture and generation systems
- Follow Up Boss CRM setup
- FUB action plans and automation
- CRM integrations
- Text and email automation
- Workflows, pipelines, tags, and smart lists
- Email and SMS campaigns
- CRM cleanup and optimization
Whether you're using Lofty, FUB, or another real estate CRM, I can help you organize your system and get more value from your existing tools.
Have a specific CRM, website, or automation project in mind? Send me a message
Software:
Lofty
My Portfolio
FAQ
Is Chime now Lofty?
Yes it is
Can you work as a partner for my Brokage?
Yes, I am available to work with you
Can you fix or improve my existing Lofty setup?
Yes. Most clients already have Lofty but it’s disorganized or underperforming. I audit your current setup, fix broken workflows, and rebuild it into a system that actually converts leads into clients.
Do you handle Lofty IDX websites and MLS integration?
Yes. I set up and optimize Lofty IDX websites with MLS integration so your listings display properly and all leads flow directly into your CRM for tracking and follow-up.
Will you set up automations like email and SMS follow-ups?
Yes. I configure Smart Plans, email sequences, SMS automation, and drip campaigns to ensure fast response times and consistent follow-ups with every lead.
What do you need from me to get started?
I’ll need access to your Lofty account and a basic understanding of your business goals. If you’re unsure about your setup, I’ll guide you and recommend the best structure for your workflow.
