I will setup lofty crm chime to lofty migration lofty automation pipeline setup realtor
Lofty CRM Setup, Automation expert, Real Estate Website, for Real Estate
About this Gig
Chime became Lofty but a lot of agents got moved over with nothing actually migrated right.
Your old pipeline stages don't match. Your Smart Plans stopped running. Contact history is scattered or missing. You're paying for Lofty but still working like you're on Chime.
That's not a Lofty problem. That's a migration problem.
I specialize in moving agents from Chime to Lofty properly not just transferring your login, but rebuilding your pipeline, contacts, and automations so they actually work the way they used to (or better).
What I'll handle for you:
- Full contact and history transfer from Chime to Lofty
- Pipeline rebuilt to match your original stages (or improved)
- Smart Plan automation rebuilt for buyer, seller, and renter leads
- IDX website setup or cleanup post-migration
- Third-party integrations reconnected (Follow Up Boss, kvCORE, Zapier)
- A clean handoff so nothing from your old Chime setup gets lost
You'll end up on Lofty actually working the way it's supposed to not just renamed from Chime, but rebuilt right.
Message me and let's get your migration done properly.
Software:
Lofty
Industry:
Real estate
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Retail & wholesale
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Software
My Portfolio
FAQ
Will I lose my contact history moving from Chime?
No — I transfer your full contact and communication history so nothing gets lost.
My Smart Plans stopped working after the switch — can you fix that?
Yes, rebuilding broken Smart Plans post-migration is exactly what this gig is for.
Do you rebuild my old pipeline stages?
Yes, I match your original pipeline or improve it if it wasn't working well before.
How long does a full migration take?
Basic delivers in 1 day; full rebuild packages in 2–4 days.
Do I need to give you my Chime and Lofty logins?
Yes, I need access to both to complete a clean transfer.
Can you reconnect my integrations after migration?
Yes, Follow Up Boss, kvCORE, and Zapier reconnection is included in Standard and Premium.
What if my Chime account is already partially migrated?
I'll audit what transferred correctly and fix what didn't.
Do you set up the IDX website too?
Yes, included in Standard and Premium.
I'm on a team — does migration work the same way?
Yes, team migrations include reassigning leads to the right agents post-transfer.
Do you offer training after migration?
Yes, a training call is included in Premium.

