Lofty CRM Setup & Automation
Budget: $250 – $750 USD
Value for work is a place holder please quote your cost. Dont bid if you do not know the lofty syetem.
I run a real estate company and need to fully operationalize Lofty as our internal system while we build our long-term platform (Agent Edge). I run a real estate company and need to fully operationalize Lofty as our internal system while we build our long-term platform (Agent Edge).
This is not a basic CRM setup. I need Lofty configured to support a real, working sales operation with clear roles, clean data, and reliable automation. It is already operational in my company so initial setup is complete.
---
## Scope
You will be responsible for structuring Lofty so it functions as:
* the central system for lead tracking, communication, and deal flow
* a clean, usable pipeline for daily operations
* a reliable follow-up system that does not feel robotic
---
## What I need built
• Clean data structure
* leads, prospects, active clients clearly defined
* no duplication issues
* consistent tagging and status logic
• Pipeline mapping
* from first contact → under contract → closed
* must reflect how a real real estate team operates
* must be accurate and usable for reporting
• Role-based workflow
* I handle all new inbound clients
* Admin (Whitney) handles scheduling and ongoing coordination
* Mortgage is handled separately
* System must reflect this clearly
• Automation (practical, not overbuilt)
* follow-up sequences (text, email, task)
* missed lead / slow response recovery
* internal task creation for team
* must feel natural, not spammy
• System clarity
* team must be able to open Lofty and understand exactly:
* where a lead is
* what needs to happen next
* who owns it
• Integration guidance
* recommend any supporting tools if needed
* Lofty remains the center — no messy stack
---
## Deliverables
• Fully configured Lofty system
• Clean pipeline and automation structure
• Basic documentation or short walkthrough video
• System must be usable immediately by my team
---
## Acceptance Criteria
* Pipeline reflects real business activity accurately
* No confusion about lead ownership or stage
* Automations trigger correctly and feel natural
* Team can operate without additional coaching
* No duplicate or messy data issues
---
## What I am NOT looking for
* generic CRM setup
* overcomplicated automation
* “marketing funnel” builders
* someone who pushes everything into workflows without thinking through operations
---
## To apply
Tell me:
1. A Lofty build you’ve done that actually supports a working team
2. How you approach structuring pipelines and ownership
3. Timeline for a project like this
4. Any questions you have after reading this
---
This is a practical build, not a theory project. I care about how it works day-to-day, not how it looks on paper.
This is not a basic CRM setup. I need Lofty configured to support a real, working sales operation with clear roles, clean data, and reliable automation.
---
## Scope
You will be responsible for structuring Lofty so it functions as:
* the central system for lead tracking, communication, and deal flow
* a clean, usable pipeline for daily operations
* a reliable follow-up system that does not feel robotic
---
## What I need built
• Clean data structure
* leads, prospects, active clients clearly defined
* no duplication issues
* consistent tagging and status logic
• Pipeline mapping
* from first contact → under contract → closed
* must reflect how a real real estate team operates
* must be accurate and usable for reporting
• Role-based workflow
* I handle all new inbound clients
* Admin (Whitney) handles scheduling and ongoing coordination
* Mortgage is handled separately
* System must reflect this clearly
• Automation (practical, not overbuilt)
* follow-up sequences (text, email, task)
* missed lead / slow response recovery
* internal task creation for team
* must feel natural, not spammy
• System clarity
* team must be able to open Lofty and understand exactly:
* where a lead is
* what needs to happen next
* who owns it
• Integration guidance
* recommend any supporting tools if needed
* Lofty remains the center — no messy stack
---
## Deliverables
• Fully configured Lofty system
• Clean pipeline and automation structure
• Basic documentation or short walkthrough video
• System must be usable immediately by my team
---
## Acceptance Criteria
* Pipeline reflects real business activity accurately
* No confusion about lead ownership or stage
* Automations trigger correctly and feel natural
* Team can operate without additional coaching
* No duplicate or messy data issues
---
## What I am NOT looking for
* generic CRM setup
* overcomplicated automation
* “marketing funnel” builders
* someone who pushes everything into workflows without thinking through operations
---
## To apply
Tell me:
1. A Lofty build you’ve done that actually supports a working team
2. How you approach structuring pipelines and ownership
3. Timeline for a project like this
4. Any questions you have after reading this
---
This is a practical build, not a theory project. I care about how it works day-to-day, not how it looks on paper.
I run a real estate company and need to fully operationalize Lofty as our internal system while we build our long-term platform (Agent Edge). I run a real estate company and need to fully operationalize Lofty as our internal system while we build our long-term platform (Agent Edge).
This is not a basic CRM setup. I need Lofty configured to support a real, working sales operation with clear roles, clean data, and reliable automation. It is already operational in my company so initial setup is complete.
---
## Scope
You will be responsible for structuring Lofty so it functions as:
* the central system for lead tracking, communication, and deal flow
* a clean, usable pipeline for daily operations
* a reliable follow-up system that does not feel robotic
---
## What I need built
• Clean data structure
* leads, prospects, active clients clearly defined
* no duplication issues
* consistent tagging and status logic
• Pipeline mapping
* from first contact → under contract → closed
* must reflect how a real real estate team operates
* must be accurate and usable for reporting
• Role-based workflow
* I handle all new inbound clients
* Admin (Whitney) handles scheduling and ongoing coordination
* Mortgage is handled separately
* System must reflect this clearly
• Automation (practical, not overbuilt)
* follow-up sequences (text, email, task)
* missed lead / slow response recovery
* internal task creation for team
* must feel natural, not spammy
• System clarity
* team must be able to open Lofty and understand exactly:
* where a lead is
* what needs to happen next
* who owns it
• Integration guidance
* recommend any supporting tools if needed
* Lofty remains the center — no messy stack
---
## Deliverables
• Fully configured Lofty system
• Clean pipeline and automation structure
• Basic documentation or short walkthrough video
• System must be usable immediately by my team
---
## Acceptance Criteria
* Pipeline reflects real business activity accurately
* No confusion about lead ownership or stage
* Automations trigger correctly and feel natural
* Team can operate without additional coaching
* No duplicate or messy data issues
---
## What I am NOT looking for
* generic CRM setup
* overcomplicated automation
* “marketing funnel” builders
* someone who pushes everything into workflows without thinking through operations
---
## To apply
Tell me:
1. A Lofty build you’ve done that actually supports a working team
2. How you approach structuring pipelines and ownership
3. Timeline for a project like this
4. Any questions you have after reading this
---
This is a practical build, not a theory project. I care about how it works day-to-day, not how it looks on paper.
This is not a basic CRM setup. I need Lofty configured to support a real, working sales operation with clear roles, clean data, and reliable automation.
---
## Scope
You will be responsible for structuring Lofty so it functions as:
* the central system for lead tracking, communication, and deal flow
* a clean, usable pipeline for daily operations
* a reliable follow-up system that does not feel robotic
---
## What I need built
• Clean data structure
* leads, prospects, active clients clearly defined
* no duplication issues
* consistent tagging and status logic
• Pipeline mapping
* from first contact → under contract → closed
* must reflect how a real real estate team operates
* must be accurate and usable for reporting
• Role-based workflow
* I handle all new inbound clients
* Admin (Whitney) handles scheduling and ongoing coordination
* Mortgage is handled separately
* System must reflect this clearly
• Automation (practical, not overbuilt)
* follow-up sequences (text, email, task)
* missed lead / slow response recovery
* internal task creation for team
* must feel natural, not spammy
• System clarity
* team must be able to open Lofty and understand exactly:
* where a lead is
* what needs to happen next
* who owns it
• Integration guidance
* recommend any supporting tools if needed
* Lofty remains the center — no messy stack
---
## Deliverables
• Fully configured Lofty system
• Clean pipeline and automation structure
• Basic documentation or short walkthrough video
• System must be usable immediately by my team
---
## Acceptance Criteria
* Pipeline reflects real business activity accurately
* No confusion about lead ownership or stage
* Automations trigger correctly and feel natural
* Team can operate without additional coaching
* No duplicate or messy data issues
---
## What I am NOT looking for
* generic CRM setup
* overcomplicated automation
* “marketing funnel” builders
* someone who pushes everything into workflows without thinking through operations
---
## To apply
Tell me:
1. A Lofty build you’ve done that actually supports a working team
2. How you approach structuring pipelines and ownership
3. Timeline for a project like this
4. Any questions you have after reading this
---
This is a practical build, not a theory project. I care about how it works day-to-day, not how it looks on paper.