I will setup lofty crm lofty website design lofty website redesign lofty smart plan
United States
1 order completed
Real Estate CRM Expert Lofty, Follow Up Boss and BoldTrail Automation
About this Gig
Is your Lofty CRM poorly set up, disorganized, or failing to help you fol low up with leads effectively?
Clients expect a properly organized Lofty CRM with efficient lead management, automated fol low-ups & a clear sales pipeline, but common issues like messy databases, missed leads, poor workflows & manual follow-up can waste time & cost you potential deals.
What you want: a clean, organized, and efficient Lofty CRM that manages your leads, automates follow-ups & keeps your real estate business organized from the first contact to closing.
How I help: I set up, customize, and optimize your Lofty CRM with strategic pipelines, lead routing, tags, smart lists, workflows & email/SMS automation designed around your real estate business.
Services I offer:
- Lofty CRM setup & customization
- Lead management & database organization
- Pipeline & sales process setup
- Lead routing & tagging
- Smart lists & segmentation
Why me? I focus on building practical CRM systems that save time, improve fol low-up & help you stay organized.
What issue are you facing with your Lofty CRM right now? Message me nowIm ready to help you build a smarter CRM system.
Software:
Lofty
Industry:
E-Commerce
•
Engineering
•
Real estate
My Portfolio
FAQ
Can you set up my Lofty CRM from scratch?
Yes. I can help set up and organize your Lofty CRM, including pipelines, lead stages, tags, smart lists, workflows, lead routing, and follow-up systems based on your business needs.
Can you clean up my existing Lofty CRM?
Yes. I can organize your existing database, clean up contacts, improve segmentation, organize tags and lead sources, and restructure your CRM for easier management.
Can you create automated email and SMS follow-ups?
Yes. I can create automated follow-up workflows for different lead types, including buyers, sellers, open house leads, website leads, and other real estate prospects.
Can you set up different pipelines for buyers and sellers?
Absolutely. I can create and organize separate pipelines and follow-up processes for buyers, sellers, investors, or other lead categories based on your sales process.
Can you customize Lofty CRM to match my real estate business?
Yes. I don't use a one-size-fits-all approach. I can customize your Lofty CRM around your lead sources, sales process, team structure, follow-up strategy, and specific business requirements.
1 reviews for this Gig
| (1) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
W wgjenn

United States
Very please with the project. Prompt and easy to work with. Daniel also provided valuable suggestions along the way
$50-$100
Price
2 days
Duration
Helpful?
1 reviews for this Gig
| (1) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
W wgjenn

United States
Very please with the project. Prompt and easy to work with. Daniel also provided valuable suggestions along the way
$50-$100
Price
2 days
Duration
Helpful?

