The Ultimate Lofty CRM Overview: Everything You Need to Know! (New 2025)

Video Description

🚀 Lofty CRM Full Tutorial (2025): The Ultimate Guide for Realtors! 🏡 Realtors! Want to master Lofty CRM and automate your real estate business? In this full walkthrough, I’ll take you through every feature of Lofty CRM, showing you exactly how to generate leads, manage clients, and automate your marketing in 2025. If you’re a real estate agent looking to scale, this is the #1 Lofty CRM tutorial you need to watch! 📈 💡 Want to dive deeper into Lofty CRM & AI for real estate? 💬 Drop "Apex" in the comments, and I’ll send you exclusive access to my real estate AI & CRM community! Book A Call To Level Up Your Real Estate Game 🚀 📆 AI & CRM Consultation: https://bit.ly/ai-crm-jam-sesh 🤝Explore a Partnership with Me In The Wolfpack At eXp Realty https://bit.ly/Wolfpack-Apex ______________________________________ Follow me on social media ⬇️ 📸 / adamgillespie_ai 🖥️ / adamgillespieai 📲 / adamgillespie_ai 🌐 www.linkedin.com/in/adamgillespieai ______________________________________ 🔥 CLICK HERE FOR MY FREE AI COURSE!!! 🔥: https://bit.ly/Apex-Elite-AI 📲(720) 650-7794 📩[email protected] ______________________________________ 🔔 Subscribe to my YouTube channel: https://www.youtube.com/@adamgillespie_ai Follow me on social media ⬇️ 📸 https://www.instagram.com/adamgillespie_ai/ 🖥️ https://www.facebook.com/adamgillespieai/ 📲 https://www.tiktok.com/@adamgillespie_ai 🌐 www.linkedin.com/in/adamgillespieai ___ About Me: Adam Gillespie is a Denver-based realtor, AI strategist, and CRM coach who is redefining how real estate professionals leverage technology to optimize their business. As the 2024 Inman AI Award winner for Best Use of AI by an Agent or Team, Adam is recognized as a leader in integrating artificial intelligence into real estate operations. As the founder of Agent Prompt University and CO Founder of Apex Elite AI, Adam provides hands-on AI training tailored specifically for real estate agents, equipping them with the tools to streamline lead generation, client relationships, and automation. In his role as an AI and CRM coach with Atlas Alliance, he blends business coaching with personal well-being, helping professionals build sustainable and tech-driven businesses. His expertise extends globally as an AI and CRM specialist with The Wolfpack at eXp Realty, where he supports over 3,000 agents across 24 countries with cutting-edge technology solutions. A sought-after speaker and educator, Adam has shared the stage with industry leaders such as Ed Mylett, James Lawrence, and Alan Stein Jr. at major events like the Atlas Alliance Summit 2024. 🔥 FREQUENTLY ASKED QUESTIONS: Q: What is Lofty CRM? A: Lofty CRM is an all-in-one real estate platform that combines lead generation, marketing automation, transaction management, and AI-powered features to help agents scale their business. Q: How much does Lofty CRM cost? A: Lofty CRM pricing varies by plan. Contact Lofty directly for current pricing or book a consultation with me for guidance on the best plan for your business. Q: Is Lofty CRM better than other real estate CRMs? A: Lofty excels in automation, AI integration, and lead generation. It's particularly strong for agents who want to automate their marketing and scale efficiently. Q: How long does it take to set up Lofty CRM? A: Basic setup takes 1-2 hours, but full optimization and automation setup can take 1-2 weeks. This video walks you through everything step-by-step. Q: Do you offer Lofty CRM coaching? A: Yes! I'm the #1 Lofty CRM coach on YouTube. Book a consultation at https://bit.ly/ai-crm-jam-sesh for personalized help. 🎬 Timestamps 00:00 - Intro – Lofty CRM 2025 Walkthrough 00:34 - Why Lofty CRM is a Game-Changer for Realtors 01:07 - Lofty Dashboard Overview – Key Features Explained 01:59 - Business Goals, Tracking & MLS Integration 03:22 - Managing Leads, Opportunities & Smart Listings 05:17 - Lofty AI Assistant – What You Need to Know 06:38 - Customizing Pipelines & Lead Segments 08:44 - Lead Views, Filters & Importing Leads 11:07 - Adding & Managing Leads Manually 17:14 - Appointments, Tasks & Property Alerts 20:04 - Transactions, Offer Links & Document Storage 22:09 - Lofty CRM Calendar & Scheduling Tools 23:45 - Smart Plans, Home Reports & Property Alerts 27:09 - Lead Generation & Ads 28:02 - Tools - Landing Pages, Social Studio, Print Marketing 29:10 - Open Houses & Text Codes 31:30 - Website & MLS Integration 32:30 - Lofty Marketplace – Buying Leads & Add-Ons 33:14 - Settings, Notifications, Tags & Personalization 34:50 - Integrations, Call/Text, Email Templates 37:56 - Lead Settings, Tags & Mass Lead Import 39:15 - Final Thoughts & Free AI Training Offer #LoftyCRM #RealEstateCRM #CRMTutorial #RealEstateAutomation #LeadGeneration #RealEstateCoaching #CRMSetup #RealEstateTech #AIForRealtors #RealEstateTraining