I will setup lofty crm lofty idx website lofty smart plans lofty real estate lofty crm
Virtual Assistant That Manages Tasks, Saves Time and Improves Efficiency
About this Gig
Your Lofty system should do more than store leads it should help you convert them.
As a Lofty CRM and website specialist, I build and optimize real estate systems that capture leads, automate follow-ups, organize prospects, and create a smoother path from contact to closing.
What I can help with:
- Lofty CRM setup & optimization
- Lofty website design & redesign
- IDX/MLS integration
- Lead capture & routing
- Smart Plans & automated follow-ups
- Pipelines, tags & workflows
- Email & SMS automation
- Forms, landing pages & integrations
- Mobile-friendly real estate websites
- SEO & conversion optimization
I dont just switch features on and leave you with a complicated dashboard. I structure your Lofty CRM around your business so leads stay organized, follow-ups happen consistently, and your website supports your sales process.
I can also work with BoldTrail, Chime, kvCORE, Wise Agent, Real Geeks, Zillow, Pipedrive, LionDesk, REsimpli, REI Reply, WordPress, Wix, and more.
If your Lofty setup feels messy, disconnected, or underperforming, I can turn it into a professional system built for real estate growth. Lets build a Lofty setup that works.
Software:
Lofty
Industry:
E-Commerce
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Nonprofit
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Real estate
My Portfolio
FAQ
Can you set up my Lofty CRM from scratch?
Yes. I can set up your Lofty CRM, including lead capture, pipelines, tags, lead routing, Smart Plans, automations, forms, and follow-up workflows tailored to your real estate business.
Can you optimize my existing Lofty setup?
Absolutely. I can review your current CRM, identify gaps or unnecessary configurations, and optimize the system so your leads are organized and followed up with properly.
Can you design or redesign my Lofty website?
Yes. I can create a modern, professional Lofty website with IDX/MLS integration, lead capture, responsive design, improved navigation, SEO structure, and conversion-focused pages.
Can you set up Smart Plans and automations?
Yes. I can configure Smart Plans, email/SMS follow-ups, lead routing, tasks, triggers, and workflows so new leads are handled consistently without relying entirely on manual follow-up.
Can you work with my existing CRM and website without disrupting them?
Yes. I always review the existing setup first before making changes. My goal is to improve your system while keeping important listings, team structures, subdomains, integrations, and existing data intact.

