Emmanuel

lofty CRM management

Dec 2025 - Present • 5 mos

Worked with real estate agents and teams at eXp Realty Brokerage to set up, customize, and manage CRM systems to improve lead management, client communication, and workflow automation. Assisted clients with onboarding, CRM organization, and ongoing support to help streamline daily operations and increase efficiency. Set up and configured Follow Up Boss CRM accounts for real estate professionals Imported and organized contacts, leads, pipelines, and smart lists Created automations, drip campaigns, action plans, and lead routing systems Managed integrations with websites, email, and marketing tools Trained agents and teams on CRM usage and best practices Provided ongoing CRM maintenance, troubleshooting, and optimization Helped improve lead follow-up processes and client communication workflows

Lofty CRM Specialist

Dec 2025 - Present • 5 mos

Supported eXp Realty Brokerage clients by setting up and managing Lofty CRM systems tailored to their real estate business needs. Helped agents optimize lead tracking, automate follow-ups, and improve client relationship management through customized workflows and CRM support. Configured Lofty CRM accounts and user settings Built lead pipelines, automations, and follow-up campaigns Assisted with contact imports, tagging, and database organization Customized workflows and communication systems for agents and teams Integrated CRM tools with marketing and lead generation platforms Trained clients on Lofty features, automation tools, and CRM best practices Delivered ongoing technical support and CRM optimization services