What we do
We create automated workflows and perform system setups for the Lofty CRM platform. Plus, we offer expert consulting and training. With Lofty Setup, you will be more organized, more productive, more confident, and less stressed.
Smart Plans
&
Follow Up
Easily automate follow up with Smart Plans, get more responses, build more relationships, and convert more leads from curiosity to close.
CRM Setup
&
Training
Take the guess work out of setting the system up properly and focus on results so you can leverage proven strategies from years of experience.
Consulting
&
Auditing
A powerful CRM platform needs proper management of systems, workflows, and daily activity guides to operate with efficiency, consistency, and growth.
Our services will help you
Get the most out of
your Lofty platform
smart plans & follow up
- Create and send targeted Smart Plans
- Automatically organize your database
- Consistently convert online leads
CRM Setup & Training
- Complete backend setup and guidance
- Workflow engineering from lead gen to closing
- Zoom, pre-recorded, or on-site training available
Consulting & Auditing
- Agent, Team, Brokerage Operations
- Unique setups and models
- Periodic system audits to validate the workflows
