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I will setup lofty CRM lofty smart plans lofty real estate CRM lofty idx website fub
Gohighlevel, Project Management, CRM Solutions, Workflow Automations, Web Design
I provide end-to-end digital solutions, seamlessly blending web design with backend automation. Whether you need a complete operational overhaul with gohighlevel or a stunning, modern website (Wix, Sq...
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
About this Gig
Make Lofty CRM easier to manage, with organized leads and a clear follow-up process.
Whether you are starting fresh or improving an existing real estate CRM, I can help connect your lead management, campaigns and website enquiries.
What you can expect:
- Setup planned around your real estate workflow.
- Deliverables and requirements agreed before work begins.
- Clear guidance to help you manage your setup.
Services available:
- Lofty CRM account setup and optimization.
- Contact imports, tagging and pipeline organization.
- Lofty Smart Plan configuration for follow-up campaigns.
- Lead routing and integrations with agreed lead sources.
- Lofty website, IDX website and landing page support.
Features and integrations depend on your subscription and the agreed package.
Message me with your current setup and goals so we can confirm the right scope before you order.
Software:
Lofty
Industry:
Real estate
My Portfolio
Other Software Management Services I Offer
FAQ
What do you need to get started?
I need access to your Lofty account through an authorized user invitation, your lead management process, and the materials required for your package. Please complete the order requirements so I can confirm the setup.
Do I need an active Lofty subscription?
Yes. Your account must support the features required for your project. Please message me before ordering if you are unsure about your account’s available features.
Can you improve my existing Lofty setup?
Yes. I can review your existing pipelines, lead organization, routing, and Smart Plans, then make the improvements agreed for your package.
What can my Smart Plans include?
Depending on your account’s available features, your plans can include follow-up emails, tasks, reminders, and other agreed actions. We will confirm the triggers, steps, and stopping conditions before setup.
Can you import contacts from another CRM?
The packages include importing contacts from a buyer-provided CSV file. A full migration involving notes, activity history, deals, or multiple databases requires a separate scope.
Do you write the follow-up emails?
These packages use your supplied email copy. If you need email writing, please request it before ordering so I can include it in the quote.
Can you connect Lofty to other tools?
Yes, where a supported connection is available. Premium includes one Zapier integration with one external app. Please share the app and the exact action you need before ordering.
Do you offer Lofty website customization or AI agents?
These require a separate quote. Send your website requirements or agent use case so I can confirm feasibility, access requirements, and pricing.
Will this service provide leads or guarantee sales?
This service organizes your CRM and follow-up process. Lead generation and sales results are not included or guaranteed.
