j
jeremiah_lofty

Jeremiah L

@jeremiah_lofty

CRM Expert Real Estate Automation Specialist

Großbritannien
Englisch
Einige Informationen werden in englischer Sprache angezeigt.
Über mich
I am a Lofty CRM specialist with certified training in CRM administration and real estate automation. I help agents and brokerages configure systems, build Smart Plan automations, and integrate AI voice/SMS follow-up to ensure no lead goes cold. My expertise includes workflow optimization and A2P 10DLC compliance.... Mehr lesen

Kompetenzen

j
jeremiah_lofty
Jeremiah L
offline • 
Durchschnittliche Antwortzeit: 1 Stunde

Meine Dienstleistungen

CRM-Management
I will setup and automate your lofty CRM for real estate
Ab20 $ / ProjektWeitere Details
CRM-Management
I will build lofty CRM smart plans and automate real estate lead follow up
Ab20 $ / ProjektWeitere Details

Arbeitserfahrung

Elevate_Black Health

Real Estate CRM Setup & Lead Management

Elevate Black Health • Freiberufler

Aug 2026 - Sep 2026 • 1 mo

Reviewed and optimized an existing Lofty CRM setup to improve pipeline visibility, lead organization, and sales-team workflow efficiency. Key Responsibilities Audited CRM structure, pipelines, tags, contacts, and existing automations Reorganized lead information and sales stages Refined Smart Plans and follow-up sequences Standardized processes for managing opportunities and tasks Improved pipeline visibility and lead tracking Recommended workflow improvements for ongoing CRM management Project Results Streamlined 6+ core CRM processes Improved organization across 200+ opportunities and contacts Reduced unnecessary manual CRM steps by approximately 30% Established standardized workflows for consistent lead management Core Expertise Lofty CRM • CRM Administration • Smart Plans • Lead Management • Lead Routing • Workflow Automation • Lead Nurturing • Pipeline Management • Real Estate CRM • CRM Optimization