Lofty CRM Services - Built to Grow Your Real Estate Business
Since 2019, we’ve helped thousands of real estate pros get the most out of Lofty CRM.
From setup to scaling, our done-for-you services are tailored to agents, teams, and brokerages who want to close more deals and waste less time.
Automation, Organization, and Follow Up That Actually Works
LoftySetup.com exists for one reason.
To help real estate agents, teams, and brokerages get real results from Lofty CRM without guesswork, clutter, or wasted time.
Lofty is powerful. But power without structure creates noise, not conversions.
Every service below is designed around how real leads behave, how real agents work, and how Lofty’s automation tools are meant to be used together.
Smart Plan Automation
Easily automate your Smart Plans to get more responses, build more relationships, and convert more leads from curiosity to close than you ever did before.
Proven Smart Plan automation solutions
Automation Built for Timing, Motivation, and Conversion
Smart Plans are the engine behind Lofty follow up. But most systems fail because they rely on long, generic drip campaigns that ignore lead intent and timing. My approach is different.
Every Smart Plan package is designed to:
qualify leads early
organize them automatically
adjust follow up based on timing and motivation
reduce manual busywork
support appointment setting, not endless nurturing
We offer three packages to fix your follow up problems.
- AI Automation
- Pipeline Automation
- Smart Plan Rescue
Pipeline Automation Package
Structured Follow Up with Hands-On Control
The Pipeline Automation Package is a simplified automation option for agents who want structure without full AI-driven routing.
This package uses Smart Plan emails and texts to:
qualify new leads
nurture based on engagement
support appointment setting
keep follow up consistent and organized
Unlike generic long-term drip campaigns, this system is designed to support early conversations while giving you more hands-on control.
What this package delivers:
short, intentional qualification sequences
pipeline-based follow up
cleaner organization
less overwhelm
flexibility to stay involved where you want to be
This option is a good fit if you:
want automation, but not total autopilot
prefer to manage conversations personally
are comfortable staying more involved day to day
want a strong foundation without full AI dependency
AI Automation Package
Fully Automated Lead Qualification, Organization, and Follow Up
This is my most advanced Smart Plan package.
The AI Automation Package leverages Lofty’s AI chatbot alongside my proven nurturing and qualification Smart Plans to create a fully automated follow up system.
Leads are not just contacted. They are actively qualified, tagged, organized, and routed through your CRM without manual intervention.
What this means for you:
Leads engage with the AI chatbot immediately
Conversations generate AI tags that identify intent and readiness
Automation triages leads into the correct pipeline automatically
Follow up is targeted based on timing and motivation
Leads warm up or cool down dynamically as behavior changes
Your database stays organized without constant cleanup
This package is ideal for agents and teams who want:
maximum automation
minimal manual follow up
a system that runs quietly in the background
confidence that no lead slips through the cracks
Smart Plan Rescue
Optimize What You Already Have
Many Lofty users already have Smart Plans in place.
They just are not working the way they should.
Smart Plan Rescue is a full audit and rebuild of your existing automation.
I review:
Smart Plan structure
triggers and conflicts
email and text timing
messaging clarity
pipeline alignment
automation gaps and redundancies
Then I restructure and optimize your system so it actually supports conversion instead of creating noise.
This service is ideal if:
your Smart Plans feel messy or overwhelming
follow up is inconsistent
leads are not responding
automation is running but results are unclear
you inherited Smart Plans from another provider
Need help comparing the packages?
Pipeline Automation
The basics, optimized for Lofty-
Buyer, Seller, & Renter leads
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Email and SMS
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Qualify and Nurture Plans
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Targets Specific Pipelines
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Structured and Simple
AI Automation
Includes AI with Pipeline Automation-
Pipeline Automation + AI Dynamics
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AI Sales Agent Engages Leads
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Qualify, Nurture, and Behavioral Response
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Dynamic Database Organization
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Maximum Automation
Smart Plan Rescue
Give your current Smart Plans new life-
Complete Database and Follow Up Audit
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Smart Plans Rewritten for Optimization
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Reduces Friction with Leads
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Database Organization Recommendations
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Refresh Your Current Plans and Prevent Process Leaks
Are you growth-focused and looking more long-term?
The AI Automation is available as a subscription instead of a one-time payment.
It includes exclusive features and support not available with the one-time packages above.
Smart Plans are reviewed quarterly and refreshed when data supports a change.
Most updates occur semi-annually to ensure decisions are based on real performance, not guesswork.
The subscription is simple and transparent. There are no implementation fees or setup fees or other nonsense.
$149 gets you started today and allows you to continue with monthly subscription payments moving forward.
AI Automation Subscription
Enter your description-
Monthly Group Coaching Call
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Email Support Access
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Quarterly Smart Plan Audits
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Semi-annual Smart Plan Updates
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Priority Access to New Smart Plans
Support Services
Expert Help Without the Guesswork
Sometimes you do not need a full rebuild.
You just need experienced support you can trust.
Support Concierge
Your Advocate Inside Lofty Support
Lofty is powerful, but support tickets take time and energy. That can cost you a lot of money wasted on doing tasks you shouldn’t have to be doing.
As your support concierge, I can help by being your advocate and liaison between you and Lofty support.
Support Concierge acts as an extension of your business by:
helping write clear, effective Lofty support tickets
communicating with Lofty support on your behalf
tracking issues through resolution
saving you time and frustration
This service is ideal if:
you value your time with clients instead of troubleshooting
you want issues handled correctly the first time
you prefer not to chase support updates
you want a knowledgeable advocate in your corner
Consulting
Training, Audits, and Strategy Calls
These sessions are practical and focused. No fluff. No generic advice.
If you want direct guidance tailored to your system and goals, this is the fastest way to get clarity.
Come prepared for actionable takeaways and optimize your Lofty platform to get the most out of it.
Pricing varies based on attendance:
Individual agents and small groups up to 4 attendees
Team and brokerage sessions for 5 or more attendees
Consulting is my paid Zoom-based service for:
Lofty training
system audits
automation strategy
workflow troubleshooting
advanced setup guidance
This is ideal for agents and teams who want:
individual or small group format
custom guidance for your specific workflow and operations
experienced expert advice on what really works
confidence to operate Lofty just like you need
Lofty Lessons Community
Learn, Train, and Go Deeper with Lofty Lessons
I love sharing my Lofty knowledge with agents and brokers. I got my start as a new agent when another agent taught me about the broker-provided CRM. Completely changed the way I look at real estate and that’s what I share with other agents. I want to eliminate frustration with using a CRM like Lofty.
This community is free to join and has optional paid training courses for a nominal fee. My Lofty Launch course will always be free. Courses are up to date as best as I can maintain with the Lofty changes and updates. Each course is for a specific topic. Plus, you have direct access to me by posting questions in the community and getting help. Other than my courses, it’s a sales-free environment with agents, brokers, and bonafide admin staff members only.
The Lofty Lessons community is where I share:
ongoing training
deeper strategy discussions
feature walkthroughs
automation examples
Lofty-specific courses
This community is designed for agents who want:
continued learning
access to proven systems
practical education without overwhelm
support beyond one-time services
From beginner topics to advanced Lofty strategies, this is where education lives.
Want to leverage automation and AI in your CRM?
If your current CRM isn’t doing what you see here, why are you using it? None of what you see here can be done on other real estate CRMs. Click the button, get a demo, and see how else Lofty can make you forget about your old CRM. You owe it to your clients, your business, and yourself.