I will setup lofty crm lofty idx website lofty smart plans lofty real estate lofty crm
Smart Virtual Assistant That Saves Time and Boosts Business Growth
About this Gig
Your Lofty system should do more than existit should convert.
I build and optimize Lofty CRM systems for real estate professionals who want cleaner operations, faster follow-up, and a predictable path from lead to closing. From CRM configuration and structured pipelines to Smart Plans, automated follow-ups, forms, triggers, campaigns, email, and SMS, I create connected workflows that keep opportunities moving and no lead overlooked.
I also design high-converting Lofty websites and integrate IDX with MLS to deliver a seamless property-search experience. Whether you need a complete CRM setup, a scalable real estate website, or a reliable IDX solution, every system is built for performance, usability, and long-term growthnot a setup-and-forget approach.
My experience extends across BoldTrail, Chime, KVCore, Wise Agent, Real Geeks, Zillow, Pipedrive, LionDesk, Resimpli, REI Reply, WordPress, Wix, and more.
If your current system feels fragmented or underperforming, I can turn it into a streamlined growth engine. Lets turn more leads into conversations, clients, and closed deals.
Software:
Lofty
Industry:
Nonprofit
•
Real estate
•
Retail & wholesale
My Portfolio
FAQ
Can you set up Lofty CRM from scratch?
Yes. I can build your Lofty CRM from the ground up, including lead capture, pipelines, Smart Plans, automations, forms, campaigns, email/SMS follow-ups, and integrations. I’ll structure everything around your business goals so your CRM is organized, efficient, and ready to support daily operations.
Can you optimize my existing Lofty CRM?
Absolutely. If your current CRM feels cluttered, underperforming, or poorly organized, I can audit and optimize it. I’ll clean up workflows, improve pipelines, refine automations and Smart Plans, and identify gaps that may be causing leads to slip through.
Do you build Lofty websites with IDX and MLS integration?
Yes. I create professional, conversion-focused real estate websites with IDX/MLS integration, responsive design, lead capture, property search, and strategically placed calls to action. The goal is to create a seamless experience for buyers while turning website traffic into qualified leads.
Can you connect Lofty with my other business tools?
Yes. I can help connect Lofty with the tools already used in your business, including forms, email, SMS, lead sources, websites, and other platforms. I also work with BoldTrail, Chime, KVCore, Wise Agent, Real Geeks, Pipedrive, LionDesk, Resimpli, REI Reply, WordPress, Wix, and more.
How long does a Lofty CRM or website setup take?
The timeline depends on the project's scope and complexity. A straightforward CRM setup may take several days, while a complete CRM, website, IDX integration, and advanced automation project can take longer. Before starting, I’ll define the deliverables and provide a clear implementation timeline.

