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Lofty CRM Mastery

23 members • Free

1 contribution to Lofty CRM Mastery
Welcome to Lofty CRM Mastery
If you’re here, it tells me one thing: You’re done guessing with your database and you’re ready to run your CRM like a business asset, not a storage bin. This community was built for agents who want: - Clarity in Lofty (no more “I think it’s set up right”) - Consistency in follow-up without sounding robotic - Conversion through smart plans, tags, pipelines, and intentional workflows Inside Lofty CRM Mastery, we’ll focus on: - How to structure your database so nothing falls through the cracks - Smart Plans that actually match where the client is (buyer, seller, nurture, past client, agent-to-agent) - Automation with intention — every email, text, and task has a purpose - Real-world use cases from active production and team environments - Troubleshooting, audits, and best practices that most agents never learn This is not theory. This is implementation. Your first action: Comment below and share: 1. Your market 2. Your biggest frustration with Lofty right now 3. One thing you want your CRM to do better for you this year Remember: It’s okay to not know everything—as long as you’re striving for something. Let’s build systems that work for you, not ones you work around. Glad you’re here. Let’s get to work.
0 likes • 24d
yes I love this I built that FSBO drip yesterday but I can not figure it out how to share to you Rachel
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Misty Valdez
1
5points to level up
@misty-valdez-9797
Trying to keep swimming in all of this tech

Active 10d ago
Joined Feb 3, 2026