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

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.