The EMA Automation Engine for Your Lofty CRM

Stop chasing leads manually.

Our Automation Engine builds a fully structured pipeline system inside Lofty that follows up, organizes, nurtures, and reactivates leads automatically — so you only talk to the people who are ready to move.

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What is the Automation Engine?

Most Lofty CRM setups are just basic follow-up campaigns.

A few texts.

A few emails.

Maybe a pipeline.

But the EMA Automation Engine turns your CRM into a fully structured lead management system designed around real buyer and seller timelines.

Instead of guessing what to do with each lead, the system automatically moves them through stages based on engagement, timing, and behavior.

The result?

Your CRM handles the follow-up so you can focus on conversations that actually matter.

The Pipeline System

The EMA Automation Engine organizes every lead into a clear timeline-based pipeline so agents always know where every opportunity stands.

Pipeline Structure:

New Lead
Attempting Contact
Nurture
Cold (6–12 Months)
Warm (3–6 Months)
Hot (1–3 Months)
Active
Closed

Each stage has its own automation rules, communication rhythm, and agent tasks.

This keeps your pipeline clean and prevents leads from getting lost.

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The Smart Plan System

Every stage of the pipeline runs its own Smart Plan.

This means the CRM automatically adjusts follow-up depending on where the lead is in their buying or selling timeline.

Instead of blasting the same messages to everyone, each lead gets communication designed for their situation.

Examples:

New Leads
Fast response with text, email, and call tasks.

Attempting Contact
Multiple attempts to start a conversation.

Cold Leads
Light monthly touches to stay top of mind.

Warm Leads
More agent interaction and timeline checks.

Hot Leads
Frequent follow-up focused on scheduling showings or consultations.

EMA Automation Engine Pricing

$500 One Time Fee

This system is built for the agent who wants to stay on top of their database, but is too busy to do it all.