Austin K

Follow Up Boss & Lofty CRM Integration Expert

Ashraf Home Group • Freelance

Feb 2026 - Mar 2026 • 1 mo

Managed Follow Up Boss, Lofty CRM, kvCORE, and BoldTrail platform integrations for real estate agents, teams, and brokerages. Configured real estate CRM automations, action plans, and smart workflows to ensure consistent lead follow-up and nurture across all platforms without any manual input. Built IDX website lead capture systems integrated directly with Lofty CRM, Follow Up Boss, and kvCORE so every lead was instantly routed, tagged, and enrolled in the right nurture sequence inside the real estate CRM. Handled full data migrations from Follow Up Boss and kvCORE into Lofty CRM, including all contacts, pipelines, and deal stages, with zero data loss and full pipeline continuity. Designed Lofty website pages and Lofty IDX website builds optimized for local search and conversion, helping agents capture organic leads directly into their Lofty CRM and real estate CRM dashboard. Worked with BoldTrail and kvCORE setups to build lead routing rules and agent performance dashboards. Delivered ongoing Lofty CRM audits identifying broken automations, missing pipelines, and underperforming IDX website pages, then rebuilt everything so Follow Up Boss, BoldTrail, and the real estate CRM performed at the highest level.

Lofty CRM & IDX Website Expert

Reality Parthners • Freelance

Feb 2026 - Mar 2026 • 1 mo

Set up and fully configured Lofty CRM, Follow Up Boss, kvCORE, and BoldTrail for solo agents, real estate teams, and brokerages across the US. Built and customized Lofty IDX website designs with complete MLS integration, automated lead pipelines, smart plans, and follow-up workflows inside Lofty CRM. Designed Lofty website landing pages optimized for lead capture so every visitor arriving from the Lofty IDX website was automatically tracked, tagged, and nurtured inside the real estate CRM without any manual effort. Delivered real estate CRM migrations from Follow Up Boss and kvCORE into Lofty CRM with zero data loss, preserving all contacts, pipelines, and deal stages. Configured BoldTrail and kvCORE pipelines, lead routing, contact tagging, and SMS and email automations to keep every real estate CRM running around the clock. Helped solo agents, real estate teams, and brokerages build a real estate CRM system where Lofty CRM, Follow Up Boss, kvCORE, and BoldTrail worked together to generate, qualify, and convert leads consistently. Every Lofty website and Lofty IDX website I built was designed to capture leads on autopilot and feed them directly into the real estate CRM for maximum ROI and pipeline growth.

Smart List Creation & Segmentation Using Lofty CRM For Summit Edge Realty

Summit Edge Realty • Freelance

Feb 2026 - Feb 2026 • 0 mos

Developed advanced smart lists and segmentation workflows in Lofty CRM for Summit Edge Realty to optimize lead management, marketing campaigns, and agent outreach. The project involved creating dynamic lists based on lead behavior, property preferences, location, budget, and engagement history. Each smart list was automatically updated in real time within Lofty CRM, ensuring that agents and marketing teams always had accurate, actionable contact groups. Filters, tags, and criteria were applied to segment leads into buyers, sellers, investors, and high-priority prospects. Custom workflows were also configured to trigger automated follow-ups, notifications, and campaign enrollment based on list membership. This Lofty CRM smart list setup helped the client improve targeted communication, increase engagement rates, streamline agent workflows, and enhance overall sales efficiency. The project highlighted expertise in lead segmentation, smart list automation, CRM workflow optimization, and real estate database management using Lofty CRM.