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I will set up lofty crm lofty website design lofty website redesign lofty smart plan
CRM and Automation Expert Helping Businesses, Teams and Agencies Scale Faster
Hi, I’m Mildred, a CRM & Automation Expert helping businesses turn complex lead management into streamlined, revenue-focused systems. With 4+ years of experience, I’ve built CRM solutions and automati...
About this Gig
Are missed inquiries, scattered leads, and inconsistent follow-ups costing you opportunities? The issue may not be your leadsit may be your system.
I help real estate agents, teams, and brokerages build professional Lofty CRM systems that capture, organize, nurture, and convert leads with less manual effort.
I can build and optimize:
- Full Lofty CRM setup and customization
- Smart Plans, workflows, and automated follow-ups
- Lead capture, routing, tagging, and pipeline management
- Email, SMS, and drip campaign automation
- Lofty IDX website and MLS integration
- Landing pages and lead-generation funnels
- Follow Up Boss setup and integration
The result is a streamlined system that responds faster, keeps every lead organized, and maintains consistent engagement throughout the sales journey.
If your CRM feels disconnected, underused, or difficult to manage, Ill transform it into a structured, scalable system built around your workflow and growth goals.
Send me a message today, and lets build a smarter real estate CRM that helps turn more leads into clients.
Software:
Lofty
FAQ
What can you set up in Lofty CRM?
I can handle complete Lofty CRM setup and optimization, including pipelines, lead routing, Smart Plans, workflows, automations, tags, campaigns, and follow-up systems.
Can you set up Lofty IDX and MLS integration?
Yes. I can configure your Lofty IDX website, MLS integration, lead capture forms, property search experience, and related lead-generation features based on your requirements.
Can you automate my email and SMS follow-ups?
Absolutely. I can create automated email, SMS, drip campaigns, Smart Plans, and nurturing workflows that keep leads engaged and reduce the need for manual follow-up.
Can you integrate Lofty with Follow Up Boss or other tools?
Yes. I can help configure Follow Up Boss integrations and CRM workflows, along with relevant third-party tools, forms, calendars, and lead sources where supported.
What do you need to get started?
I’ll need access to your Lofty account, existing CRM setup, website or lead sources, branding information, and your preferred workflow or goals. I’ll then structure the system around your business process.
