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I will setup lofty crm lofty idx website lofty smart plans lofty real estate lofty
I will set up and automate your Lofty CRM and Follow Up Boss for more leads
I specialize in Lofty CRM, Follow Up Boss, BoldTrail (kvCORE), HubSpot, and GoHighLevel the platforms that actually drive modern brokerages.
I build custom workflows that capture every lead, route t...
About this Gig
Your Lofty setup shouldnt just exist, it should convert.
I configure Lofty CRM to capture leads properly, automate follow ups, and move prospects through a clear pipeline that actually leads to closed deals. I build high converting Lofty websites and integrate IDX with MLS so buyers can search listings smoothly without friction.
You get structured pipelines, smart automations, and optimized Smart Plans that help you respond faster and stay consistent. I connect forms, triggers, campaigns, email, and SMS so no lead gets ignored or lost in the process.
Whether you need a clean CRM setup, a scalable real estate website, or a reliable IDX platform, I build systems designed for daily use, not just setup and forget.
I also work with tools like BoldTrail, Chime, KVCore, Wise Agent, Real Geeks, Zillow, Pipedrive, LionDesk, Resimpli, REI Reply, WordPress, Wix, and more.
If your current setup feels messy or underperforming, thats a system problem. I fix it. Lets turn your leads into clients.
Software:
Lofty
My Portfolio
FAQ
What do you need to begin my Lofty CRM setup?
I’ll need access to your Lofty account, your lead sources, branding materials, and details on how you want your pipelines, follow-ups, and automations structured. All required items are listed in the Requirements section.
Can you work with both new and existing Lofty accounts ?
Yes. I can build from scratch or optimize an existing Lofty setup that needs cleaning, restructuring, or advanced automation.
Will you build or customize my Lofty IDX website?
Absolutely. I can configure pages, IDX search, lead capture tools, branding, and content to improve conversion and user experience.
Can you create Smart Plans and automation sequences for my business?
Yes. I build custom Smart Plans for lead nurturing, follow-ups, appointment booking, tasks, reminders, and automated communication.
Do you offer ongoing management after the setup?
Yes. Monthly CRM management, automation updates, reporting, and team support are available as an additional service.
How fast can you deliver my project?
Delivery time depends on your package. Complex automation, IDX work, or multiple integrations may require additional time, but I always aim for fast, reliable turnaround.
Can you help optimize my team structure inside Lofty?
Yes. I set up users, roles, lead routing rules, performance dashboards, and reporting for teams and brokerages.
