Lofty 101 - Getting your system set up

Step-by-Step Tutorial: Setting Up Lofty CRM System

1. Getting Started with Lofty:

• Watch the video tutorial "Lofty 101 - Getting your system set up" by Nxt Era Agents on YouTube for a comprehensive guide.

2. Understanding the Lofty Interface:

• Familiarize yourself with the various tabs and sections in Lofty, such as Leads, Transactions, Calendar, Campaigns, Opportunities, Settings, and more.

3. Managing Transactions:

• Add transactions to keep track of your volume, edit documents, add CDAs, closing docs, and organize files for easy access and review.

4. Utilizing the Calendar Feature:

• Integrate your Google Calendar to keep track of meetings, listings, and manage your schedule efficiently.

5. Exploring Campaigns:

• Create campaigns to set goals for calls, emails, and track your marketing efforts effectively.

6. Understanding Marketplace:

• Utilize the Marketplace feature for farming, brand awareness, and explore paid features for additional functionalities.

7. Utilizing the Inbox and Communication Features:

• Manage communications efficiently by using the Inbox feature to view all your messages and interact with clients directly.

8. Creating Templates and Custom Fields:

• Customize email templates, add custom fields, and personalize your communication to enhance client interactions.

9. Utilizing Opportunities Tab:

• Utilize the Opportunities tab to track potential leads and follow up with them effectively to convert them into clients.

10. Accessing Help and Support:

• Explore the Help Center, Learning Center, and reach out to support for any queries or assistance in using Lofty effectively.

11. Setting Up Smart Plans:

• Create smart plans or drip campaigns to automate follow-ups, engage leads, and streamline your communication process.

12. Integrating External Tools and Services:

• Explore integrations with external tools like CRM systems, Google Contacts, and other platforms to streamline your workflow.

13. Managing Leads and Segments:

• Organize leads into segments, assign tags, and set up lead scoring to prioritize and engage with leads effectively.

14. Setting Reminders and Tasks:

• Create reminders for appointments, tasks, send birthday greetings, and automate follow-ups to stay organized and proactive.

15. Engaging with Leads:

• Engage with leads through various channels like calls, texts, emails, and automate responses based on triggers and conditions.

16. Utilizing Filters and Bulk Actions:

• Use filters to segment leads, perform bulk actions like sending mass emails, texts, and manage leads efficiently.

17. Exploring Advanced Features:

• Explore advanced features like call tech and purchase, appointment scheduling, engagement tracking, and mass communication options.

18. Continuous Learning and Improvement:

• Stay updated with Lofty updates, attend training sessions, and leverage the platform's features to enhance your real estate operations.

By following these steps, you can effectively set up and utilize the Lofty CRM system to manage your real estate business efficiently and engage with leads to drive conversions and success.