I will setup lofty crm real estate lofty lofty website lofty landing page
About this Gig
Lofty has grown into a full AI-driven operating system for real estate not just a CRM, but a system where AI agents actually take action on your behalf: qualifying leads, booking appointments, and following up automatically, day or night. But all that power only helps if it's configured properly. That's where I come in.
What I'll set up for you:
- Your CRM profile, pipeline stages, and lead sources
- Contact/lead import from your spreadsheet or previous CRM
- Smart Plans automated multi-step follow-up sequences across text, email, and calls
- IDX website connection so every listing view feeds back into your lead records
- Mobile app setup so you can manage leads and respond from anywhere
- Basic configuration guidance for Lofty's AI tools (Sales Agent, Cowork) if your plan includes them
Whether you're a solo agent, part of a team, or running a brokerage, I'll make sure your Lofty account is actually built to work for you, not just sitting there half-configured.
Let's get your leads followed up on automatically, so nothing slips through the cracks.
Software:
Lofty
Industry:
Real estate
FAQ
Do I need to already have a Lofty account before hiring you?
Not necessarily. Lofty doesn't offer a free trial — instead, they run a personalized demo before you sign up. I can guide you through that process, or work inside an account you already have.
Can you import my existing leads/contacts?
Yes. Send me a CSV export or your previous CRM's contact export, and I'll get everything properly loaded in.
Will my leads get automatic follow-up?
Yes, through Lofty's Smart Plans — automated multi-step sequences across text, email, and calls. Note: Lofty's more advanced AI Sales Agent and Cowork tools are separate, higher-tier features not included on every plan, so I'll confirm what's included in your specific plan before configuring that la
I already have Lofty, but it's not set up properly. Can you fix it?
Yes. I can audit your existing account and fix pipelines, automations, and lead routing instead of starting from scratch.
What do you need from me to get started?
Your business/team info, lead source list, and (if applicable) a contact export from your current CRM.

