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I will setup and automate your lofty CRM for real estate
CRM Expert Real Estate Automation Specialist
I am a Lofty CRM specialist with certified training in CRM administration and real estate automation. I help agents and brokerages configure systems, build Smart Plan automations, and integrate AI voi...
About this Gig
Trained Lofty CRM Administration & Automation Specialist I help real estate agents, teams, and brokerages turn Lofty from a half-used database into a system that actually works.
Most agents use maybe 20% of Lofty. Leads sit unrouted, Smart Plans are missing, and follow-up depends on someone remembering. I fix that.
What I do:
Full Lofty CRM setup pipelines, stages, tags, custom fields
Smart Plan automation for lead nurturing & follow-up
Lead routing and assignment logic
CRM audits and optimization for existing accounts
Workflow standardization across sales teams
AI voice/SMS follow-up integration (add-on)
Recent results:
Structured 300+ leads, built 8 Smart Plans, cut manual follow-up ~40%
Automated 10+ workflow actions, saving 58 hrs/week
Streamlined 6+ CRM processes across 200+ opportunities
I've completed independent Lofty CRM training this isn't guesswork, it's a repeatable process.
RE/MAX, eXp, Compass, KW, LPT Realty, or independent message me and let's get your CRM working.
Software:
Lofty
Industry:
Financial services
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Nonprofit
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Real estate
FAQ
Do I need an active Lofty CRM account?
Yes. You’ll need an active Lofty account and provide the required access for me to complete the setup.
Can you set up Lofty CRM from scratch?
Yes. I can configure your pipeline, leads, tags, fields, Smart Plans, and basic workflows.
Can you create Smart Plans?
Yes. I can build automated Smart Plans for lead nurturing, follow-ups, and different lead stages.
Can you help with lead routing?
Yes. I can configure lead assignment and routing based on your team, lead source, or other requirements.
Can you optimize my existing Lofty CRM?
Absolutely. I can review your current setup, identify workflow issues, clean up your CRM, and improve your automation.
Do you work with real estate teams and brokerages?
Yes. I can set up workflows for individual agents, teams, and brokerages.
Can you integrate SMS or AI automation?
Yes. Advanced SMS, AI voice, and lead follow-up automation can be included depending on your package and requirements.
Do you provide training after setup?
Yes. Training is available with the Standard and Premium packages to help you understand and manage your CRM.
