Lofty CRM setup
Budget / SalaryHourly project
TypeFreelance project
LocationRemote
Posted1 hour ago
I just joined LPT Realty. They provide Lofty. Not using a CRM previously, I need it setup from new beginning with the creation of a IDX website
I need someone already comfortable inside Lofty CRM who can quickly evaluate my situation.
Because the role calls for an intermediate level of expertise, you should be able to navigate pipelines, Smart Plans, tagging, and reporting without a learning curve, yet still explain each step in clear, non-technical language.
Acceptance criteria: all work must be carried out directly within Lofty CRM (no third-party plug-ins unless agreed), no data lost or overwritten, and every adjustment documented in a shared Google Doc.
When you reply, tell me about recent Lofty CRM projects you handled, which modules you focused on, and any results you can quantify. Links to short Loom walkthroughs or screenshots are a plus.
In summary, tell me why I should hire you.
I need someone already comfortable inside Lofty CRM who can quickly evaluate my situation.
Because the role calls for an intermediate level of expertise, you should be able to navigate pipelines, Smart Plans, tagging, and reporting without a learning curve, yet still explain each step in clear, non-technical language.
Acceptance criteria: all work must be carried out directly within Lofty CRM (no third-party plug-ins unless agreed), no data lost or overwritten, and every adjustment documented in a shared Google Doc.
When you reply, tell me about recent Lofty CRM projects you handled, which modules you focused on, and any results you can quantify. Links to short Loom walkthroughs or screenshots are a plus.
In summary, tell me why I should hire you.
Apply on Freelancer →
Project sourced from Freelancer.com. Applications happen directly on the original platform — we never collect your data.