25d (edited) • General discussion
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:
- Your market
- Your biggest frustration with Lofty right now
- 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.
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Welcome to Lofty CRM Mastery
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Lofty CRM Mastery is a results-driven community for real estate professionals who want to turn Lofty into a true business operating system.
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