AUTOMATION ENGINE

Complete automation from lead to close.

20+ smart plans including open houses, closed pipelines, behavioral triggers, and holidays. Plus full AI setup. Your system runs itself.

How It Works

20+ smart plans that cover every scenario.

The Automation Engine is a complete system of 20+ smart plans inside your Lofty CRM, including 12 core buyer/seller plans, open house sequences, closed pipeline workflows, behavioral triggers, and holiday-specific automations. With full AI integration, your system moves leads through the pipeline based on their behavior, contact type, and engagement level. It sends context-aware messages — different for buyers vs sellers — adjusts timelines based on lead temperature, and triggers notifications when something significant happens. As leads warm up, the system shifts into higher-touch mode, guiding you with clear actions to take. Your complete system knows what to do next, so you don't have to think about it.

20+ Smart Plans

The complete automation system.

New Lead
Buyer Plan
Seller Plan
🤖 AI
Attempting Contact
Buyer Plan
Seller Plan
📱 Multi-Channel
Warm
Buyer Plan
Seller Plan
🏠 Open House
🎯 Behavioral
Cold
Buyer Plan
Seller Plan
🎄 Holiday
🔔 Alerts
Hot
Buyer Plan
Seller Plan
📅 Calendar
Closed
Buyer Plans
Seller Plans
Plus AI-powered sequences, closed pipeline management, and intelligent calendar automation integrated throughout.
What You Get

Smart automation that actually works.

💬
Context-Aware Messaging
Different messages for buyers vs sellers. Different timelines, sequencing, and offers too. Your system adapts to who you're talking to.
🔄
Pipeline Movement
Leads move forward and backward automatically based on behavior. No forgotten follow-ups. The system handles it.
Complete Calendar Automation
Appointments schedule themselves. Calendar integration, follow-ups, reminders, and confirmations all automated. No back-and-forth.
🤖
AI-Powered Sequences
20+ smart plans powered by AI. Open house sequences, closed pipeline workflows, behavioral triggers, and holiday-specific automations all included.
🔔
Intelligent Notifications
You get alerted when something significant happens. Hot leads, responses, missed follow-ups, appointments. Stay in control without micromanaging.
📋
Guided Action System
The system tells you exactly what to do next. For warm and hot leads, you get clear guidance on actions to take. No guessing. Just winning.
Investment

Simple pricing. Powerful results.

$747
Standalone or included with Scale/Dominate
  • 12 core smart plans (6 buyer + 6 seller)
  • Open House smart plan
  • Closed Pipeline smart plan
  • Behavioral smart plans
  • Holiday smart plans
  • Full AI setup and integration
  • Complete calendar automation
  • Context-aware messaging
  • Automated follow-up sequences
  • Intelligent notifications
  • Multi-channel outreach (SMS, email, tasks)
  • Setup and configuration included
Included with Scale Package ($1,800) and Dominate Package ($3,000)

READY TO AUTOMATE

Stop the manual work. Start the systems.

Let your system work while you focus on closing deals. Automation Engine is built to move leads, nurture relationships, and win business — without you.

A boutique digital marketing agency built by realtors, for realtors. Specializing in Lofty CRM buildouts, Google Business Profile optimization, and growth systems for top-producing agents across North America.