Harriet

Lofty CRM & Real Estate Website Specialist

Kate Spade New York • Freelance

Jul 2026 - Present • 2 mos

Worked on website and CRM solutions focused on improving online experiences, lead capture, and customer management. Handled website structure, responsive layouts, landing pages, forms, navigation, and content sections with a focus on creating a clear and easy-to-use experience across desktop and mobile. Set up and organized CRM systems, including contact management, pipelines, lead organization, follow-up processes, task management, and automated workflows. Built and refined Smart Plans, email and SMS follow-ups, and lead nurturing sequences to help keep prospects organized and engaged. Also worked on website updates, page customization, forms, calls-to-action, integrations, troubleshooting, and ongoing improvements. Connected website activity with CRM processes so leads could be captured, organized, assigned, and followed up with more efficiently. Key areas: Lofty CRM, website design, lead management, Smart Plans, automation, landing pages, forms, responsive design, and CRM optimization.

Lofty CRM & Website Specialist

Real Estate Specialists • Freelance

Aug 2026 - Aug 2026 • 0 mos

Worked directly with a real estate specialist to build and organize a connected Lofty CRM and website system focused on lead generation and client management. Handled the setup and customization of the Lofty website, including pages, navigation, property search, lead capture forms, landing pages, calls-to-action, and responsive layouts. Organized the website structure to make property information easy to find and encourage visitors to submit inquiries. On the CRM side, managed contacts, pipelines, lead routing, Smart Plans, tasks, email and SMS follow-ups, and lead nurturing workflows. Structured the system around different lead sources and stages so new prospects could be organized and followed up with consistently. Also provided website updates, CRM cleanup, automation improvements, troubleshooting, and ongoing optimization, helping create a smoother connection between the real estate website and Lofty CRM. Key areas: Lofty CRM, IDX website, Smart Plans, lead management, automation, lead capture, real estate website design, email & SMS follow-up, and CRM optimization.

Lofty CRM & Website Design

Estateserve Investment LLC • Freelance

Jun 2026 - Jun 2026 • 0 mos

Worked directly with a real estate professional to set up and improve their Lofty CRM and real estate website, with a focus on lead generation, organization, and follow-up. Handled Lofty website design and customization, including pages, navigation, property search, lead capture forms, landing pages, calls-to-action, and responsive layouts. Structured the website to make property information easy to explore while creating clear paths for visitors to submit inquiries. Set up and organized Lofty CRM pipelines, contacts, lead routing, Smart Plans, tasks, email and SMS follow-ups, and lead nurturing workflows. Connected different lead sources and stages to create a more organized process for managing and following up with prospects. Also handled website updates, CRM organization, automation improvements, troubleshooting, and ongoing optimization, helping create a smoother connection between the website and CRM. Key areas: Lofty CRM, IDX website, Smart Plans, lead management, automation, real estate website design, lead capture, email & SMS follow-up, and CRM optimization.