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$
USD
I will setup lofty CRM smart plans lead routing and real estate automation
A2P 10 DLC Expect
Hi, I’m an expert in A2P 10DLC compliance and TCR registration for platforms like RingCentral, Twilio, and GoHighLevel. I help businesses stay compliant and ensure their SMS campaigns run smoothly. Le...
Level 1
Has met certain performance criteria and shows strong potential in the marketplace.
About this Gig
Turn your Lofty CRM into a well-organized real estate system that helps you capture, manage, nurture, and follow up with leads without losing opportunities.
I help real estate agents, teams, and brokerages configure Lofty CRM around the way they actually work. Whether you need a fresh setup, Smart Plans, lead routing, pipeline organization, IDX-related configuration, or help fixing an existing Lofty account, I can build a cleaner workflow for your business.
My Lofty services include:
- CRM setup and optimization
- Smart Plans and lead follow-up automation
- Lead routing and agent assignment
- Contact import, tags, stages, and lead sources
- Buyer and seller pipeline setup
- Email, SMS, call, and task workflows
- IDX website and lead capture configuration
- Team and user setup
- CRM cleanup and troubleshooting
- Zapier and supported integrations
- Lofty SMS/A2P configuration assistance
Every setup is customized around your lead sources, team structure, and sales process.
Ready to improve your Lofty workflow? Send me a message with your current setup and what you want to accomplish before ordering.
Software:
Lofty
Industry:
Construction
•
Marketing & advertising
•
Real estate
My Portfolio
FAQ
Can you set up a new Lofty CRM account from scratch?
Yes. I can organize the CRM, lead stages, tags, sources, pipeline, users, and essential settings based on your business.
Can you create Lofty Smart Plans?
Yes. I can build Smart Plans for new leads, buyer nurturing, seller leads, long-term follow-up, appointments, calls, emails, SMS, and tasks.
Can you fix an existing Lofty setup?
Yes. I can review your current configuration, identify workflow problems, and improve the areas causing missed follow-ups or poor organization.
Can you configure lead routing for multiple agents?
Yes. I can help structure lead assignment and routing according to your team, lead sources, and preferred distribution process.
Can you import contacts from another CRM?
Yes. If you provide a properly prepared CSV/export, I can help import and organize your leads inside Lofty.
Do you work with Lofty IDX websites?
Yes. I can assist with IDX-related setup, lead capture configuration, website settings, and connecting the website workflow with your CRM.
Can you help with Lofty SMS and A2P registration?
Yes. I can help review your messaging setup, registration information, opt-in process, and SMS compliance requirements.
Can you connect Lofty with other apps?
Yes. I can assist with supported integrations and automation platforms such as Zapier depending on your workflow.
