Samuel A

Lofty CRM Setup & Data Migration Specialist

EXP Realty • Freelance

Aug 2026 - Sep 2026 • 1 mo

I handled full CRM migrations for real estate clients moving off legacy systems onto Lofty, taking ownership of the entire process from planning through final handoff. On one project, I imported a fresh contact list of 1,500 leads into the new CRM, structuring fields and tags so the data was usable from day one rather than just dumped in. On another, I cleaned an existing list of 5,000 contacts, removing duplicates, fixing formatting inconsistencies, and correcting mismatched fields so the client's team could trust the data going forward. Beyond the migration itself, I set up each account to match the client's actual sales process custom fields, pipeline stages, and permissions built around how their team really worked, not a generic default setup. I made sure lead history and tagging carried over accurately during migration, so nothing got lost in the transition and agents could pick up right where they left off. I also designed landing pages tied directly into the CRM to capture new leads immediately after launch, giving clients a working lead gen pipeline from the moment the migration was complete. My goal on every project was a clean handoff accurate data, a system that matched their workflow, and no disruption to the agents actively working leads.

Lofty Pipeline & Contact Management Consultant

New Horizons Bangladesh | Home • Full time

Jun 2026 - Aug 2026 • 2 mos

I worked with real estate teams to turn disorganized contact lists into structured, actionable pipelines. Rather than leaving every contact in one generic bucket, I built custom segments based on lead source, property interest, and buying stage, so agents could send relevant, targeted outreach instead of one size fits all messaging. I configured Smart Plans to automatically move leads through follow up sequences based on real behavior opens, clicks, replies, and changes in pipeline stage which cut down on the manual follow up agents had to do themselves. I also restructured pipeline stages so they reflected each client's actual sales process rather than Lofty's default setup. The result was a system where teams could look at their pipeline and immediately see where every deal stood, prioritize their hottest leads, and trust that follow up was happening automatically in the background even when they were busy with showings or closings.

Full Stack Lofty CRM & Website Implementation

Realty ONE Group Sunshine • Full time

Jul 2026 - Jul 2026 • 0 mos

I delivered complete, start to finish builds for clients who needed both a new website and a fully customized CRM working together as one system. Rather than treating the two as separate projects, I built them in tandem so the website fed directly into the CRM setup underneath it. For clients running multi platform workflows, I configured Follow Up Boss alongside Lofty, keeping lead data synchronized across both systems so nothing fell through the cracks between platforms. I also managed full scale CRM migrations as part of these builds moving contacts, deal history, and lead management workflows over from legacy platforms without data loss or disruption to the client's active pipeline. The end result was a single, reliable system clients could rely on from day one.