I will setup lofty CRM lofty website lofty automation lofty newsletter and lofty smart
Nigeria
AI automation, peptide brands, n8n AI agents, GoHighLevel CRM automation
About this Gig
Struggling with missed follow-ups, scattered leads, or a Lofty CRM setup that isn't converting?
I help real estate agents, teams, and brokers transform Lofty CRM, kvCORE, BoldTrail, and Follow Up Boss into automated lead-generation and conversion systems that save time and increase closings.
Your CRM should do more than store contacts. It should capture leads from your IDX website, automate follow-ups, nurture prospects, and keep your pipeline moving 24/7.
Services Include:
- Lofty CRM setup and optimization
- Lead pipelines, tags, routing, and organization
- IDX website setup with lead capture
- Email and SMS automation campaigns
- Smart Plans, workflows, forms, and calendars
- Lofty campaigns and marketing automation
- Account setup for Lofty, BoldTrail, kvCORE, and REI Reply
- CRM integrations and workflow automation
- Dashboard setup and reporting optimization
Every system is customized to fit your business processes, helping you improve response times, book more appointments, and convert more leads into clients.
Message me today and let's turn your CRM into a reliable sales engine.
Software:
HubSpot
Industry:
Environmental
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Financial services
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Real estate
My Portfolio
FAQ
Can you set up my Lofty CRM from scratch?
Yes. I provide complete Lofty CRM setup and configuration, including account structure, pipelines, lead stages, automation workflows, contact organization, and integrations to ensure your CRM is fully optimized for your business needs.
Can you automate my lead management and follow-up processes?
Absolutely. I can create custom automation workflows for lead capture, nurturing, task assignments, email and SMS follow-ups, appointment reminders, and other repetitive processes to improve efficiency and increase conversions.
Do you integrate Lofty CRM with other tools and platforms?
Yes. I can integrate Lofty CRM with Zapier, email marketing platforms, calendars, forms, and other third-party applications to create a seamless and connected workflow across your business systems.
I already have a Lofty CRM account. Can you optimize and improve it?
Certainly. If your existing Lofty CRM setup is underperforming or disorganized, I can audit your account, identify areas for improvement, restructure workflows, implement automation, and optimize the system for better performance.
Does the CRM include full source code ownership?
Yes, the solution is delivered with complete source code ownership, allowing full customization, future upgrades, and seamless integration with your existing trading infrastructure.
Can the platform support trader onboarding and account management?
Absolutely. The CRM includes trader registration, KYC workflows, account management, challenge tracking, payment monitoring, and user lifecycle management.
Is the CRM customizable for different prop firm business models?
Yes, the platform can be customized to match your evaluation models, funding programs, affiliate systems, branding requirements, and operational workflows.
Can third-party trading and payment systems be integrated?
Yes, the CRM is designed to support integrations with trading platforms, payment gateways, email systems, analytics tools, and other business applications.

