Work Smarter, Not Harder: How Lofty CRM Automates Your Real Estate Workflow

If you’re still manually chasing leads, copying and pasting emails, or juggling appointment scheduling, it’s time for an upgrade. Real estate is all about relationships, but that doesn’t mean you need to personally babysit every lead that comes through the CRM door. That’s where automation comes in. And if you’re using Lofty CRM, you’ve got some serious tools at your disposal to streamline your workflow and close more deals—without adding extra hours to your day.

Here’s how Lofty helps you work smarter, not harder:

1. Drip Campaigns: Stay in Front of Leads Without the Effort

People don’t always buy a house the first time they click on your listing. That’s why drip campaigns are a game-changer. With automated email sequences, you can nurture leads over time, sending them valuable content and reminders without lifting a finger. Set it up once, and let Lofty do the heavy lifting while you focus on closing deals.

2. Task Automation: Never Miss a Follow-Up Again

Manually assigning tasks based on lead activity? No thanks. With Lofty’s task automation, you can automatically create and assign tasks based on what your leads are doing. If a lead opens an email, clicks a link, or fills out a form, Lofty can trigger the next step—whether that’s a follow-up call, an appointment reminder, or an email sequence. No more things slipping through the cracks.

3. Easy Scheduling: Let Leads Book Appointments Themselves

How much time do you waste playing phone tag to set up meetings? With Lofty’s calendar integration, leads can book appointments on their own, directly from your emails or website. It syncs with your calendar so you don’t have to worry about double bookings or missed meetings. Less back-and-forth, more productivity.

4. Email Templates: Respond in Seconds, Not Minutes

Rewriting the same email over and over is a waste of time. Lofty lets you save and customize email templates, so you can respond to inquiries, follow up with leads, and send important info in just a few clicks. It keeps your messaging consistent and professional while saving you a ton of time.

5. Sync Across Devices: Work from Anywhere

Real estate doesn’t stop just because you’re away from your desk. With Lofty’s seamless sync across mobile and desktop, you can access your CRM, respond to leads, and keep deals moving—whether you’re at a showing, in the office, or on the go. Your business stays connected no matter where you are.

Why Automation Matters (and How Everett Marketing Agency Can Help)

At Everett Marketing Agency, we specialize in building out Lofty CRM systems that work for your business. Whether you need help setting up drip campaigns, optimizing your Google Business Profile, or running PPC ads, we make sure your digital marketing efforts aren’t just throwing leads at you—but actually converting them into clients.

👉 Ready to automate your workflow and grow your business? Let’s chat. Contact us today, and let’s take your real estate game to the next level!

Other helpful resources:
Getting Started with Lofty CRM: A Step-by-Step Guide for Real Estate Agents
How to Set Up a Google Business Profile to Attract More Real Estate Clients
Audit Your Google Business Profile

CONTACT US

Email: [email protected]

Phone: (725) 999-4049

See what clients are saying about working with EMA HERE.