I will lofty lofty setup lofty crm lofty expert

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crm expert

Hi, I’m a real estate CRM specialist who helps agents, teams and brokers turn Lofty into an organized, automated lead-to-closing system. I handle the full setup: pipelines, Smart Plans, campaigns, lea...
Over deze dienst

Most agents pay for Lofty but use a fraction of it: scattered leads, no follow-up, empty Smart Plans. I turn your Lofty CRM into a lead-to-closing system.


I set up and optimize Lofty CRM, Smart Plans and your IDX website so every lead is captured, nurtured and followed up automatically.


WHAT YOU GET


  • Complete Lofty CRM setup: pipelines, tags, lead routing & organization
  • Smart Plans for buyers, sellers, past clients & expired listings
  • Email + SMS drip campaigns and newsletters
  • Lofty website & IDX setup with lead capture forms
  • Contact import & migration (kvCORE, BoldTrail, Follow Up Boss, spreadsheets)
  • Calendar, forms & dashboard setup
  • CRM audit of your existing account (fix a messy setup)
  • Integrations with Zapier & email tools (Premium)


⭐ WHY CHOOSE ME


Real estate CRM focus, not a generalist

Every Smart Plan tested before handoff

Video walkthrough so your team can run it


Safe access: Lofty user invite only. No passwords shared, access removed after delivery.


Message me your CRM and goals for a free quick account review.

Software:

Lofty

Branche:

Zakelijke dienstverlening en consulting